Registration Form
Seminar Descriptions
Planning for Families with a Child With Special Needs
Wednesday, May 8, 7 pm
As parents, we must recognize the need to prepare a plan that will endure the rest of our child's life!
It's important to identify and understand what assets are going to pass directly to a child with special needs and if those assets will adversely affect his or her ability to qualify for certain government benefits. The sooner we can get a handle on things, the better off our child with special needs will be in the future. Join us and learn:
- Who will act as guardian or custodian of my child after my life?
- How can Life Insurance provide a benefit to an estate plan?
- Why you should review any existing plan periodically to make sure it's still in good order & current with the law
- Funding a Special Needs Trust - what assets should you consider?
- Key differences between a 1st Party Special Needs Trust, 3rd Party Supplemental Needs Trust & a Pooled Trust
- What is an ABLE account & Summary of Our Wishes?
- Recent law updates, tax implications & so much more!
Hosted by: Megan Ingram, Esq., & Brian S. Young, CFP®, ChSNC®
Location: Virtual event via Zoom (viewing link provided upon registration)
Powers of Attorney & Wills: Planting Seeds for Peace of Mind
Wednesday, May 15, 10 am
Learn the fundamentals of planning ahead for your second half of life.
Discover planning strategies available to craft an estate plan that works for YOu & YOUR FAMILY! Topics to be discussed include:
- The MOST important document that EVERYONE needs
- Why you should dust off your Power of Attorney - do you even know where it is?
- How to establish a lasting legacy for the next generation
- Myths & truths about the 5-year Medicaid look-back
- Asset protection strategies that don't break the bank
- Types & uses of trusts - what situations make sense?
Hosted by: Jessica Eckrote, Esq., & Sydney Telesky, Long-Term Care Planner
Location: The Elder & Special Needs Resource Center, 401 Washington Blvd., Williamsport
Wine & Wills: How to Hold onto Your Assets to Keep Your Estate from Going Sour
Tuesday, June 4, 3:30 pm
Learn the fundamentals of planning ahead for your second half of life! Let our team of attorneys, paralegals and support staff guide you on your estate and long-term care planning journey to achieve peace of mind. You will learn:
- Does a trust make sense for your family?
- How can you worry less about a future nursing home or rehab stay & protect more assets?
- What taxes do you need to consider? Are any avoidable?
- Why a tailored plan that is customized for you & your goals provides the best options
- How to avoid putting your family's financial future in jeopardy
- Why you should consider updating your Will & Power of Attorney
Hosted by: Alexander DeLuca, Esq., and Kristin Daugherty, Long-Term Care Planner, Certified Medicaid Planner™
Location: University Wine Company, 540 Misty Hill Dr., State College
* All attendees 21+ will receive one complimentary glass of wine
Preserving Prosperity: How to Harness the Power of Trusts in Asset Protection
Wednesday, June 5, 4 pm
Establish a financial readiness plan today that prepares for the healthcare challenges of tomorrow. If you've ever thought about setting up a trust, then this seminar is for you!
Get these questions answered::
- How does a trust offer asset protection from the costs of nursing home care?
- Why does it matter if a trust is revocable or irrevocable?
- What assets are normally placed into a trust (home, life insurance, retirement savings, etc.)?
- Are the trust assets available for my family's use & how do they access the assets?
- Does a trust keep my children's inheritance safe - are there any tax advantages?
- Do you have to be "rich" or have multiple investment accounts to benefit from using a trust?
- What situations are common for setting up a trust?
Hosted by: Stacey Acri, Esq.
Location: Sand Springs Country Club, 10 Clubhouse Dr., Drums
* Light hors d'oeuvres will be provided and all attendees 21+ will receive one complimentary drink (beer or wine) (cash bar for additional drinks)?
The Dementia Action Plan: 7 Steps to Take in the Face of Dementia
Thursday, June 27, 3 pm
You are invited to a relaxed discussion on the value of organizing your estate planning especially when there is a diagnosis of Alzheimer's or a related Dementia. You're not alone on this journey!
Join us and learn:
- What is dementia and how do you know if someone has it?
- Dementia's stages, risk factors and can it be prevented?
- Can dementia's progression be diminished?
- How dementia care can DRAIN your life savings and what to do about it?
- What government benefits are available to pay for your care?
- What caregiving issues will you be facing?
- Are there any resources available to help combat caregiver stress?
- Action steps to take sooner rather than later!
Hosted by: Kevin Jameson, Founder, Dementia Society of America® & Julie Steinbacher, Esq. CELA*
Location: The Elder & Special Needs Resource Center, 401 Washington Blvd., Williamsport
* Certified as an Elder Law Attorney by the National Elder Law Foundation