Registration Form
Seminar Descriptions
Preseving Prosperity: How to Harness the Power of Trusts in Asset Protection
Wednesday, June 11, 4 pm
Safeguard your legacy & shield more wealth for the next generation!
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!
Join one of the co-authors of the Pennsylvania Trust Guide and 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: Jenna Franks, Esq., CELA* & Megan Ingram, Esq.
* Certified as an Elder Law Attorney by the National Elder Law Foundation
Location: University Wine Company, 540 Misty Hill Dr., State College
The Dementia Action Plan: 7 Steps to Take in the Face of Dementia™
Tuesday, June 17, 10 am
In partnership with the Dementia Society of America®, learn about the symptoms and discover the steps you need to take NOW to protect yourself and your family.
Attend this relaxed discussion on the value of organizing your estate planning, especially when there is a diagnosis of Alzheimer's or another form of 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?
- 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, Found, Dementia Society of America® & Skylah Cunningham, Esq.
Location: The Elder & Special Needs Resource Center, 401 Washington Blvd., Williamsport