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