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
- Grandparent Scam Brochure
- Smart Seniors, Smart Investors brochure
- Smart Seniors Brochure
- Smart Investors (Spanish)
- 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