October 16 SLD Schedule of Events

The following is an outline of each of the scheduled workshops:

WORKSHOP 1:
TIME: 9:45 a.m. – 10:45 a.m.
• Estate Planning/Elder Law 101: Nuts and Bolts of Estate Planning to Preserve your Assets
• Making it Easier to Care: How to Use a Power of Attorney and when to Establish a Guardianship
• What are the Best and Most Affordable Housing Options as you Age?
• How to Avoid Common Scams that Target Older Adults
• Understanding the Basics of Retirement Plans and IRA Distribution Rules
• Financial Fitness Planning: A Check Up on your Bottom Line
• Spanish: Cobertura Básica de Medicare
• Essential Online Health Information for Older Adults: How to Find, Use, and Assess the Online Information you Need
• 15-Minute Consultations by Appointment

WORKSHOP 2:
TIME: 11:00 a.m. – 12:00 p.m.
• Understanding your Social Security Retirement Benefits
• How do I Pay for Long-Term Care? Planning With and Without Long-Term Care Insurance
• Take charge: Planning in Advance for your Health Care
• Should I Use a Will or a Trust: Who’s Afraid of Probate? What to do When Someone Dies
• I don’t Want to Talk About It: The Most Frequently Overlooked Aspects of Estate Planning
• Legal and Financial Planning for the Newly Diagnosed Dementia Patient
• Spanish: Planificación de bienes: Testamentos, Cuidados Médicos y Finanzas
• Essential Online Health Information for Older Adults: Q&A
• 15-Minute Consultations by Appointment

WORKSHOP 3:
TIME: 12:15 p.m. – 1:15 p.m.
• Nuts and Bolts of Medicaid Planning
• Everything Baby Boomers Need to Know About Estate Planning and the 2017 Tax Law
• Avoid 10 Greatest Gaffes in Estate Planning
• Should I Use a Will or a Trust: Who’s Afraid of Probate? What to do When Someone Dies
• Medicare: Plan, Enroll, and Manage to Meet your Changing Needs
• Essential Online Health Information for Older Adults: How to Find, Use, and Assess the Online Information you Need
• 15-Minute Consultations by Appointment

WORKSHOP 4:
TIME: 1:15 p.m. – 2:00 p.m.
• Estate Planning/Elder Law 101: Nuts and Bolts of Estate Planning to Preserve your Assets
• Essential Online Health Information for Older Adults: Q&A
• 15-Minute Consultations by Appointment


In addition to workshops and consultations, helpful materials from government agencies, not-for-profit organizations and program sponsors will also be available at exhibit tables. Questions regarding the program or services may be emailed to seniorlawdayinfo@gmail.com or tweeted to @seniorlawday. Other useful resources are available at www.seniorlawday.info.

Senior Law Day is presented by DSPS, the Westchester Public/Private Partnership for Aging Services, and the Ninth Judicial District of the New York State Office of Court Administration. The program is made possible by members of the Senior Law Day Committee, Co-Chaired by Steven A. Schurkman, Esq., a Partner with Keane & Beane, P.C., Sara Meyers, Esq., a Partner with Enea Scanlan & Sirignano, LLP and Elena Falcone, Director of the Westchester Library System. Sarah A. Steckler, Esq., an Associate with Keane & Beane, P.C., is the Senior Law Day Program Director.

Sponsors of this year’s event are: Keane & Beane, P.C.,Priority Home Care, The Woodlawn Cemetery, Ameriprise Financial, Amoruso & Amoruso, LLP, Barnum Financial Group, Bleakley Platt & Schmidt, LLP, Cuddy + Feder, Edward F. Carter Funeral Homes, Enea, Scanlan & Sirignano, LLP, Gate of Heaven Cemetery – The Trustees of St. Patrick’s Cathedral, Glassman & Brown, LLP, Goldfarb Abrandt Salzman & Kutzin LLP, Hyman & Gilbert, Law Office of Valorie Joy Promisel, Lamson & Cutner, P.C., Life Inc. Pooled Trust Services, Littman Krooks LLP, LOB Planning Group, Robert Leitner, CFP, RIA, Financial Advisory Network, Miriam Scholl, LMSW, Westchester Elder Care Consultants, LLC, Rosenthal & Markowitz, LLP, Salvatore M. DiCostanzo, Shamberg Marwell Hollis Andreycak & Laidlaw, P.C., The Bristal Assisted Living, The Harry and Jeanette Weinberg Center for Elder Justice at the Hebrew Home at Riverdale, The Max and Victoria Dreyfus Foundation, The Osborn & Osborn Home Care, Westchester Library System FRIENDS OF SENIOR LAW DAY Bob Grenier, CFP® CPFA®; Wealth Management Advisor, Merrill Lynch, Pierce, Fenner, & Smith Inc., Bruce Segall, Marketing Sense, Heidi Donoghue, CPA, Agent, New York Life Insurance Company, Helwig, Henderson, Lamagna and Spinola, Ilene Amiel Daily Money Manager – Personal Affairs Administrator, Inc., Law Office of Jeffrey S. Goldstein, and Nancy Gould ACSIA Partners Specializing in Long Term Care Solutions.

For registration or additional information, call (914) 813-6300 or visit www.westchestergov.com/seniors.

About Westchester County
Westchester County, located in the heart of the historic Hudson Valley, covers 500 square miles and has a population of just under a million. Originally home to Native Americans, who were members of the Lenape tribe, it is today a rich mix of many cultures and landscapes. The County is a blend of bustling cities, quaint villages and picturesque towns as well as open spaces and a network of beautiful parks. Westchester is made up of 6 cities, 19 towns and 20 villages. Westchester County is known for top-notch public schools, and a high quality of life. The County is also an intellectual capital, boasting a highly educated workforce, competitive colleges and universities, Fortune 500 companies, world changing non-profits, and cutting-edge research centers. Westchester is led by County Executive George Latimer, who took office in January 2018 as the ninth County Executive. Using inclusion and openness as a foreground, Latimer is fighting to make Westchester a destination for all people to live, work and enjoy. Learn more about Westchester County by visiting www.westchestergov.com