Registration Form
Seminar Descriptions
What Parents Need to Know: Trust & Estate Planning for a Child with Special Needs
Thursday, Feb. 12, 1 pm
Prepare a plan that will endure the rest of your child's life!
If you are the parent or guardian of a child with special needs, you may be wondering what steps are necessary to devise a long-term financial plan that will provide your child with life-long security. Discover the basics of how to structure wills and special needs trusts to protect your estate and make it available to pass on to your child without jeopardizing government benefits.
Topics to be discussed:
- How to ensure your child has a proper guardian or custodian in place for after you pass away
- Understand the ways in which life insurance can supplement an already existing estate plan
- 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. & Christina Spicer, Special Needs Planning Coordinator
Location: Virtual event (viewing link provided upon registration)
The Dementia Action Plan: 7 Steps to Take in the Face of Dementia™ - Muncy
Wednesday, Feb. 25, 4 pm
In partnership with the Dementia Society of America®, learn about the symptons and discover the steps you need to take NOW to protect yourself and your family.
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 avoid caregiver stress?
- Action steps to take sooner rather than later!
Hosted by: Kristin Daugherty, long-term care planner, Certified Medicaid Planner™
Location: Heritage Springs Memory Care Montoursville, 878 Old Cement Rd., Muncy
The Dementia Society of America®, Steinbacher, Goodall & Yurchak and Heritage Springs Memory Care are not affiliated.
How to Legally Protect Your Home, Assets & Spouse While Living with Dementia or Parkinson's - Altoona
Tuesday, March 3, 4 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 a 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: 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 Piggy Bank
Wednesday, March 11, 4 pm
Protect every penny 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 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 overall tax burden & other legal documents that are a MUST!
Hosted by: Stacey Acri, Esq.
Location: Sand Springs Country Club, 10 Clubhouse Dr., Drums
Digging Deeper into Dementia: Reliable Resources for Protecting Your Family's Financial Future
Wednesday, April 8, 3 pm
Find the light in the darkness of Dementia!
If you or a loved one has been diagnosed with Alzheimer's or a related Dementia, you may be overwhelmed with this new reality and have questions pertaining to future care. Learn what action steps are needed today to avoid becoming financially exploited tomorrow. It's a race against time!
Join us as we reveal:
- What to do for sundowning, wandering & hoarding
- Effective communication techniques for aggressive, repetitive behaviors
- Care interventions that may be used to prevent, reduce or eliminate difficult caregiver challenges
- Where to locate community resources to alleviate the stresses associated with caregiving
- Ways to prevent familial impoverishment - keep your home & assets protected!
Hosted by: Alexandra Garver, Esq., & Alexis Lauck, long-term care planner
Location: Holiday Inn Express, 1925 Waddle Rd., State College
The Dementia Action Plan: 7 Steps to Take in the Face of Dementia™ - Lewisburg
Wednesday, May 13, 4 pm
In partnership with the Dementia Society of America®, learn about the symptons and discover the steps you need to take NOW to protect yourself and your family.
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 avoid caregiver stress?
- Action steps to take sooner rather than later!
Hosted by: Kristin Daugherty, long-term care planner, Certified Medicaid Planner™
Location: Heritage Springs Memory Care Montoursville, 327 Farley Circle, Lewisburg
The Dementia Society of America®, Steinbacher, Goodall & Yurchak and Heritage Springs Memory Care are not affiliated.
How to Legally Protect Your Home, Assets & Spouse While Living with Dementia or Parkinson's - Dallas
Wednesday, May 20, 4 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 a 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: Stacey Acri, Esq., & Brooks Stahlnecker, President, Stahlnecker Wealth Management Group
Location: The Greens at Irem Clubhouse, 64 Ridgway Dr., Dallas