This session compares wills and revocable living trusts, explains what probate does, and addresses common misconceptions about avoiding probate, managing assets during incapacity, and planning for beneficiaries. Attendees learn why the right approach depends on their assets, family circumstances, and goals.
Ideal for: Homeowners, couples, retirees, parents, financial planning clients, adult children, caretakers
Families often worry that nursing home costs will consume their savings or force them to lose the family home. This presentation explains Medicaid eligibility, the five-year transfer lookback, options for planning before or during a care crisis, and how estate recovery may affect property after death. It helps families recognize why they should get advice before transferring assets or paying privately for care.
Ideal for: Seniors, adult children, caregivers, placement advisors, financial advisors.
Estate planning is not only for wealthy or retired people. This presentation covers the purpose of wills, powers of attorney, healthcare directives, trusts where appropriate, and planning for minor children. It shows how incapacity, parenting, homeownership, and changing family circumstances create reasons to plan now.
Ideal for: Parents, young professionals, business owners, employees, new homeowners.
A signed estate plan is not necessarily a finished plan. This session explains trust funding, asset titling, beneficiary designations, and why divorce, remarriage, births, deaths, and major financial changes should trigger a review. It helps attendees identify common gaps between their documents and their current wishes.
Ideal for: Existing estate planning clients, retirees, CPAs, financial advisors.
Lawyers in other practice areas frequently encounter probate, estate planning, or special needs issues. This presentation highlights settlement planning when means-tested benefits are involved; estate planning after divorce; probate when a client or party dies; and planning for families with children with disabilities. It helps attorneys spot issues early and know when to bring in an estate planning or elder law attorney.
Ideal for: Personal injury, family law, civil litigation, mediation, and general practice attorneys.
Learn what probate is, how it works, and why some families choose to avoid it. This presentation explores estate planning tools such as trusts, beneficiary designations, and transfer-on-death arrangements that may help simplify the transfer of assets, reduce delays, and ease the burden on loved ones. Attendees will learn practical steps to help ensure their wishes are carried out and their estate is handled efficiently.
Ideal for: Senior center/adult communities, retirees, financial advisors, CPAs, family law & personal injury attorneys.
Creating a trust is only part of the process—knowing how to administer it is just as important. This interactive presentation answers common questions about a trustee’s responsibilities, managing and distributing trust assets, communicating with beneficiaries, handling expenses and taxes, and avoiding common mistakes. Participants will gain a better understanding of what to expect when serving as a trustee or inheriting assets through a trust.
Ideal for: Current & prospective trustees, adult children of aging parents, recent trustee/beneficiary, financial planners, CPAs, wealth management professionals.
A power of attorney is an important legal document that allows someone you trust to make certain decisions or handle financial matters on your behalf. This presentation explains the different types of powers of attorney, when they become effective, how to choose a trustworthy agent, and what can happen if you become incapacitated without one. Attendees will learn how this essential planning tool can help protect their interests and provide peace of mind.
Adults of all ages (especially those 50 and over), caregivers, adult children, retirees & retirement communities, hospital/healthcare/social services agencies, young families.
The cost of long-term care can place a significant financial strain on individuals and families. This presentation explains the basics of Medicaid eligibility, asset and income considerations, look-back rules, and planning strategies that may help preserve resources while preparing for future care needs. Attendees will learn why early planning matters, which common misconceptions to avoid, and how to make informed decisions while complying with applicable Medicaid rules.
Seniors & individuals nearing retirement, family caregivers, assisted living communities, social workers, care managers, senior service professionals, financial advisors, support networks.
Families caring for a loved one with a disability often face unique legal and financial planning challenges. This presentation explores special needs trusts, ABLE accounts, guardianship and supported decision-making considerations, and ways to coordinate an inheritance with public benefits. Participants will learn how thoughtful planning can help protect financial resources, support long-term care and quality of life, and provide greater peace of mind for families planning for the future.
Parents & guardians of children with disabilities, families & adults with intellectual or developmental disabilities, disability advocates, school social workers, special needs financial planners.
Seniors & adults approaching retirement, caregivers, adult children of aging parents, senior living communities, home healthcare workers, hospital social workers, care managers, senior advisors.