Learning
Planning Checklist
This checklist helps you organize important documents, financial information, and key contacts in one place, making it easier for you and your loved ones to access what’s needed when it matters most.
Adaptación Para la Accesibilidad: Manténgase Entretenido, Informado y Comprometido a Través de su Biblioteca Local
Presenter: Krishna Brodigan (WLS).
Broadcast on April 5th, 2023.
Elder Law 101: Everything You Need to Know About Planning to Preserve Your Assets
Presenter: Steven Schurkman (Keane & Beane).
Broadcast on March 22nd, 2023.
Additional Resources:
Fundamentos de Las Leyes de Adultos Mayores: Todo Loque Debe Sobre la Planificación para Preservar sus Activos
Presenter: Steven Schurkman (Keane & Beane).
Broadcast on March 22nd, 2023.
How to Use a Pooled Income Trust to Qualify for Community Medicaid
Presenter: Brian Lawrence (Life, Inc).
Broadcast on March 8th, 2023.
Additional Resources:
Financial Elder Abuse & Senior Scams
Presenter: Sara Meyers (Enea, Scanlan & Sirignano).
Broadcast on February 22nd, 2023.
Additional Resources:
Financial Help for The Surviving Spouse or Partner
Presenter: Stacy Francis (Francis Financial).
Broadcast on February 8th, 2023.
Additional Resources:
Health Care and Estate Planning Without an Obvious Representative
Presenter(s): Barbara Newman Mannix (A Dignified Life) and Deepankar Mukerji, ESQ.
Broadcast on January 25th, 2023.
Additional Resources:
- Part 1 – [Read more]
Active Senior Law Day Collaborative Members (August 2023)
All of the members of our Collaborative volunteer their time and expertise. All those listed have participated in our [Read more]
You Signed a Health Care Proxy or Are an Agent – Now What?
Presenter(s): Gretchen Flint (Pace Law School) and Roberta Goodman (Pace Women’s Justice Center).
Broadcast on January 11th, 2023.
Additional Resources:
Transportation Options for Westchester Seniors: Convenient, Safe, and Low Cost
Presenter(s): Anna Masupust and Mary Ellen Burns.
Broadcast on December 14th, 2022.
Additional Resources: