Estate & Medicaid Planning Seminars

To attend one of our planning seminars or webinars, please call 518-465-7581 or Contact Us

The attorneys at the Herzog Law Firm are available to speak at community events, trade shows,  continuing education, foundations, other groups, and media appearances. We have experience with groups from 5 to 1,000 people. Please contact us for more information on our speaker services. We have a number of topics available in our legal practice areas.

free estate planning seminars
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Wednesday, January 27, 2021

10am – How Not to Pay for Services: Long-term Care Solutions

Confused about navigating the long-term care system? Don’t understand all that is available? Unbelievably, our community is rich in many services that will allow you to age in place, right in wherever you call home! Learn  about all that is available and how to access these services. And, if the unforeseen should happen, how to deal  with a crisis. Click here to register

2pm – Medicaid/ Estate Planning Myths

Think you only need a Will, or have to spend everything before Medicaid pays for your care? Do you believe the “state” will take all of your assets? Learn the ins and outs of how to qualify and what Medicaid will cover; you will be surprised! Click here to register

Wednesday, February 3, 2021

10am – Aging in Place

Most people given the choice want to remain in their homes for the duration of their life. We will discuss actions to consider and resources available to help you remain independent in your home. We will also discuss funding options in detail and how to access and navigate available services. Click here to register.

2pm – How to Plan Your Estate

An estate plan is a roadmap (in reality a set of documents) that outlines what you want to happen to you, your dependents, and your assets (and liabilities) if you are not able to speak for yourself. If you are single, married, and/or have kids, and/or have significant or unusual assets, and/or own part of or all of a business, you most definitely need an estate plan! This class will identify the “must have” documents for your estate plan. Click here to register

Wednesday, February 10, 2021

10am – What to Do When a Loved One Dies

Confused about who is in charge? Who to notify? What are the immediate actions to take? Who makes the arrangement and who gets what? Let us make this heartbreaking event easier to manage. Click here to register

2pm – Ending the Confusion: Answers to all your Estate Planning Questions

Learn about Revocable & Irrevocable Trusts, Advance Directives, types of Wills and how to use them to benefit yourself and loved ones. Learn about protecting your home and assets and avoiding court & spend downs. Click here to register

February Webinar Week

Monday, February 15, 2021

2pm – Wills vs. Trusts

Learn about Revocable & Irrevocable Trusts, Advance Directives, types of Wills and how to use them to benefit yourself and loved ones. Learn about protecting your home and assets and avoiding court & spend downs. Click here to register

Tuesday, February 16, 2021

2pm – How Not to Pay for Services: Long Term Care Solutions

Confused about navigating the long term care system? Don’t understand all that is available? Believe it or not, our community is rich in many services that will allow you to age in place, right in wherever you call home! Learn about all that is available and how to access these services. And, if the unforeseen should happen, how to deal with a crisis. Click here to register

Wednesday, February 17, 2021

2pm – Estate, Tax and Asset Preservation Considerations for a Dual Residence Client

Are you a Snow Bird? Are you Thinking about Enjoying Retirement in another State? When it comes to planning for a dual residence client, many issues arise that require careful planning and knowledge about the legal particulars of both states. This program will cover estate planning, tax benefits and government benefits eligibility for people who have a home in two states as well as individuals who currently live in New York and are considering retiring to another state. Click here to register

Thursday, February 18, 2021

2pm -Legal and Financial Planning for Alzheimer’s Disease

Presented in partnership with the Alzheimer’s Association of Northeastern NY

You will learn about important legal and financial issues to consider, how to put plans in place, and how to access legal and financial resources near you. This program will cover information for families and individuals dealing with Alzheimer’s disease or related dementia. Topics covered will include: making legal plans that fit your needs, legal documents you’ll need and what they mean for all of you, how to find legal and financial assistance, practical strategies for making a long-term plan of care, tax deductions and credits, government programs that can help pay for care. Click here to register

Friday, February 19, 2021

2pm – Medicaid/Estate Planning Myths

Think you only need a Will, or have to spend everything before Medicaid pays for your care? Do you believe the “state” will take all of your assets? Learn the ins and outs of how to qualify and what Medicaid will cover – you will be surprised! Click here to register

Wednesday, February 24, 2021

10am – Planning for When a Loved One Has Special Needs

Individuals with disabilities and special needs have unique challenges in life, they often require government benefits, including Medicaid, Medicare, Social Security Disability and Supplemental Security to fund essential medical services and daily housing and care needs. Learn the proper tools for helping your loved one with Special Needs. Click here to register

2pm – Estate Planning in Prime Time

Have you protected your home and investments, prepared for the cost of a nursing home, avoided unnecessary taxes, considered long-term care options. With the help of some famous families in TV Primetime history, we will discuss current documents needed and how to protect your hard earned assets against Medicaid. Click here to register