Workshop Session 1  9:45AM – 10:45AM

Estate Planning/Elder Law 101: Nuts and Bolts of Estate/Planning to preserve your assets

Presented by: Steven A. Schurkman, Esq.

Handouts, Presentations and Other Resources

 Avoid 10 Greatest Gaffes in Estate Planning: Update on Estate and Retirement Planning Presented by: Rita K. Gilbert, Esq., Adam Rude, CFP  

Should I Use a Will or a Trust:  Who’s Afraid of Probate? What to do when someone dies

Presented by: Joseph Accetta, Esq., Ariel Rosenzveig, Esq., Elizabeth C. Briand, Esq.

Smart Seniors – Smart Investors: Don’t Get Scammed

Presented by: Gary Brown, Esq., Irma Nimetz, Esq.Joy Solomon, Esq.   Handouts, Presentation, Other Resources    

  1. Grandparent Scam Brochure
  2. Smart Seniors, Smart Investors brochure
  3. Smart Seniors Brochure
  4. Smart Investors (Spanish)
  5. Smart Seniors (Spanish)

Take Charge – Planning in advance for your health care

Presented by: Gretchen Flint, Esq., Roberta Goodman, Esq., Mary Beth Morrissey, PhD, MPH, JD  

Don’t Fear the Tax Man: Tax Considerations for Estate & Elder Law Planning

Presented by: Salvatore M. DiCostanzo, Esq.  

Cobertura Básica de Medicare:  Parte D, Planes de Medicare Advantage (HMO/PPO), Planes de Recetas Médicas

Presented by: Corina Sonara

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