Registration Form
Seminar Descriptions
Preserving Prosperity: How to Harness the Power of Trusts in Asset Protection
Tuesday, Oct. 21, 4 pm
Join one of the co-authors of the Pennsylvania Trust Guide and learn how to protect more of your wealth and provide a legacy for future generations. 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?
- Are the trust assets available for my family's use and how do they access them?
- Are there any inheritance tax advantages?
- What situations are common for setting up a trust?
Hosted by: Jenna Franks, Esq. CELA*.
Location: Scotch Valley Country Club, 18 Clubhouse Dr., Hollidaysburg
* Certified as an Elder Law Attorney by the National Elder Law Foundation
5 Ways to Pay for Nursing Home Care Without Breaking the Bank
Tuesday, Nov. 11, 4 pm
Protect every penn you have worked so hard to save!
Learn legal strategies that are available to cover the rising costs of long-term care while providing for your immediate needs and preserving your quality of life.
Join us and discover:
- Current trends in long-term care & options you might not have known existed
- Myths & truths about the 5-year Medicaid lookback period
- Gifting your house to a child for $1 - why you better think twice!
- Why a trust is not just for "rich" people
- How to lessen your tax burden & other legal documents that are a MUST!
Hosted by: Stacey Acri, Esq.
Location: Sand Springs Country Club, 10 Clubhouse Dr., Drums
How to Legally Protect Your Home, Assets & Spouse While Living with Dementia or Parkinson's
Tuesday, Nov. 18, 3 pm
Protect your home. Pay your caregiver. Save on Taxes.
Families often risk losing their nest egg to necessary care costs. Whether you may be dealing with such a situation now or in the future, there are solutions available.
Join us as we discuss:
- How to legally pay a family caregiver without losing Medicaid eligibility
- How to use the Pension Protection Act annuity for tax-free caregiver payments
- Why a Caregiver's Trust is key to protecting your home and assets
- How you can create tax-free payments for a caregiver
- How to turn the burden of Dementia or Parkinson's into a plan for dignity and financial security
- Steps every spouse should take before care costs spiral out of control
Hosted by: Jenna Franks, Esq., CELA* & Brooks Stahlnecker, President, Stahlnecker Wealth Management Group
Location: Centre Hills Country Club, 153 Country Club Rd., State College