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Seminar Descriptions
Trust Takeover: Anything & Everything You'd Want to Know About Trusts
Tuesday, June 9, 2 pm
Discover how to protect what you've built, plan for the unexpected, and ensure your family is taken care of for years to come.
Learn how to protect more of your wealth and provide a legacy for future generations. 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?
- Can my spouse or family still access any & all funds placed inside a trust?
- 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 - pros & cons?
Hosted by: Megan Ingram, Esq.
Location: Centre Hills Country Club, 153 Country Club Rd., State College
Protect the Farm and Everything You've Built: How to Protect Your Assets and Preserve Family Wealth
Wednesday, June 17, 12 pm
Build a plan today that protects what you've worked for and prepares for the healthcare challenges of tomorrow. If you've ever thought about setting up a trust, this seminar is for you.
Get these questions answered:
- What is a dynasty trust and how can it help you accomplish your estate planning goals?
- 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?
- Can my spouse or family still access any & all funds placed inside a trust?
- 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 - pros & cons?
- Are there inheritance tax advantages to using a trust?
Hosted by: Landon Hodges, Esq., CELA*.
Location: Frosty Valley Resort (Iron Room), 1301 Bloom Rd., Danville, PA 17821
* Certified as an Elder Law Attorney by the National Elder Law Foundation
A light lunch will be provided for all attendees
Five Ways to Pay for Nursing Home Care Without Breaking the Piggy Bank
Thursday, June 25, 12 pm
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 five-year Medicaid look back 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 overal tax burden & other legal documents that are a MUST!
Hosted by: Kristin Daugherty, Long-Term Care Planner, Certified Medicaid Planner™ & Jasmyn Winey, Elder Care Navigator
Location: Craft Catering, 55 Williamsburg Blvd., Bloomsburg
A light lunch will be provided for all attendees