Programs from 2016


May 19, 2016
Jefferson Village Community Center (3480 Hill Blvd, Yorktown Heights) 

September 27, 2016

Westchester County Center (White Plains, NY)


Estate Planning/Elder Law 101: Nuts and bolts of Estate Planning to preserve Your Assets
An overview of basic estate planning documents, types of trusts, assets preservation techniques, long-term-care and incapacity planning and methods to avoid or minimize estate and gift taxes.  There is no time like the present to make sure that your estate plan is up to date! This program will discuss Wills, Advance Directions, as well as asset protection and preservation techniques.

Avoid 10 Greatest Gaffes in Estate and Retirement Planning
This discussion will go the most common mistakes people make regarding their estate and retirement planning, including having out of date Wills, not updating beneficiary forms, and relying on social security to cover your financial needs in retirement.

Should I Use a Will or a Trust: Who’s Afraid of Probate? What to Do When Someone Dies
 This presentation will explore the advantages and disadvantages of Wills and Trusts and also provide a brief overview of the probate process.  This presentation will answer questions related to probate, including what it is and how a Will is declared valid, what assets are governed by your Last Will and Testament, what assets are not governed by your Will, and what legal actions to take after a loved one passes away.

Smart Seniors/Smart Investors: Don’t Get Scammed
Learn how to avoid becoming a victim of investment and financial fraud:  the warning signs, how to identify common scams and frauds that target older adults, how to protect yourself and your family, and getting help if you’ve been victimized.

Take Charge: Planning in Advance for Your Health Care
What tools are available for making sure that your wishes are honored?  Health Care Proxies, living wills, the MOLST form and decision-making by family members will be discussed.  Law students will assist those who wish to sign health care proxies and living wills.

Don’t Fear the Tax Man: Tax Considerations for Estate & Elder Law Planning
The program is designed to help people understand the tax consequences of various Medicaid planning techniques.

Nuts and Bolts of Financial Planning: Making Your Money Last Through Retirement
It can be quite challenging to manage your life savings after retirement. However, with advanced planning, you can develop a strategy to help your hard-earned dollars last a lifetime.

How Do I Pay for Long-Term Care? Planning With and Without Long-term Care Insurance
This program examines the various options for financing long term care, including what’s available from Medicare, the basics of Medicaid planning, and the use of Long Term Care Insurance.  If time permits, the topics of New York State Partnership policies and hybrid or combination policies will be introduced.
Avoid the 10 Greatest Gaffes in Estate Planning: Update on Estate and Income Tax Laws
This presentation will cover the most common estate and tax planning mistakes.  These mistakes can cause unnecessary delay, increase the possibility of conflict or litigation and be very costly to you and your heirs.  You will be given concrete suggestions about the issues which should be addressed and the pitfalls you should avoid. Come learn from our two experienced attorneys!

Getting it Straight: Medicare and the Affordable Care Act
This session go over the ins and outs of Medicare and the Affordable Care Act, including information on the health insurance Marketplaces, the Doughnut Hole, and Medicare-covered preventive services.

I Don’t Want to Talk About It: The Most Frequently Overlooked Aspects of Estate Planning
This session will provide practical information regarding various areas of end-of-life planning including legal matters, financial planning considerations, and the value and importance of pre-planning funeral and cemetery arrangements.
Do You Need Home Care?  How to Obtain Benefits Medicaid Personal Care Program.
This program will provide overview of the eligibility rules to qualify for Medicaid home care. We will also discuss how to protect your assets and income, advocate during the Conflict-Free Evaluation, and enroll in Medicaid Long Term Care (MLTC). Programs and benefits available from Medicaid will be explained.

What are the Best and Most Affordable Housing Options As You Age?
A review of home and community based housing options. This workshop will discuss traditional options, including assisted living and continuing care retirement communities, and explore some innovative options which assist seniors to remain in their own home.

Take Charge: Planning in Advance for Your Financial Security New York State Power of Attorney Vs. Guardian-ships
This program will explore the advantages and disadvantages of the New York State Power of Attorney, provide an overview of when a guardianship is necessary and the basis of filing for guardianship with the Court.

Legal and Financial Planning for the Newly Diagnosed Dementia Patient
Have you, your spouse or parent has received a diagnosis of Alzheimer’s or Dementia?  Now is the time you should start planning for the future. It is important to take the time to make decisions about matters that will affect health care and finances when you or your loved one can no longer manage them. This lecture will cover topics including legal and financial planning, guardianship, geriatric care management, caregiver resources (respite care, support groups), and end-of-life planning.  Putting financial and legal plans in place now allows the person with dementia to express wishes for future care and decisions. It also allows time to work through the complex issues involved in long-term care.

How to Start the Conversation with Aging Parents: Adult Child and Parent Dialogues
 Discussing health, legal planning, housing or finances with a parent can be intimidating to everyone involved – but it doesn’t have to be.A Panel discussion on helpful tips on how to get the conversation started, keep the discussion positive and productive and end the conversation with a plan.

Nuts and Bolts of Estate and Financial Planning
A presentation on estate and financial planning for retirement. We cover societal and demographic trends, obstacles like taxes and low interest rates, and accumulation and distribution strategies to manage your life savings before and after retirement. As well as an overview of basic estate planning documents, types of trusts, assets preservation techniques, long- term-care and incapacity planning and methods to avoid or minimize estate and gift taxes are also presented. With advanced planning, you can develop a strategy to help your hard-earned dollars last a lifetime.

Medicare:  Plan, Enroll, and Manage to Meet Your Change\ing Needs.

This presentation offers a brief review of how Medicare works, when to enroll, and options to change  your coverage as your needs evolve.  Questions we can address:  What is the difference between Original Medicare and a Medicare Advantage Plan?  Should you purchase a Medicare Supplement?  How much coverage do you need?  How does this work with retiree plans, COBRA or the Affordable Care Act?  Whether you are new to Medicare or currently enrolled, you’ll get information you can use.

How to Avoid Common Scams That Target Older Adults

The program will focus on common scams and frauds that targets older adults – the warning signs, how to avoid becoming a victim, and where to seek help if you think you’re a victim. There will be special emphasis on common telephone scams such as the “grandparent scam,” the “Internal Revenue Service scam” and the “foreign lottery scam.” The program will also cover issues such as identity theft and Internet safety. Seniors will be provided with “do’s” and “don’ts” to stay safe in their daily lives.

                                               PROGRAMS AVAILABLE IN SPANISH

Planificación de Estado: Testamentos, Cuidados Médicos y Finanzas
Vamos a ofrecer información sobre la planificación financiera y preservacion de los bienes, incluidos los poderes financieros, poderes médicos, testamentos, fideicomisos, impuestos, y seguros. También vamos a ofrecer información sobre la planificación de Medicaid.
Cobertura Básica de Medicare
Información Basica de Medicare: Parte A & B, Parte C – Planes de Medicare Advantage (HMO/PPO), Parte D (Cobertura de las Recetas Médicas).