Estate & Medicaid Planning Seminars

Estate & Medicaid Planning Seminars

To attend one of these seminars, 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.

Estate & Medicaid Planning Seminars
Estate & Medicaid Planning Seminars

May

Estate & Medicaid Planning seminars

Webinar Wednesdays

May 27, 2020

10am Community Medicaid Updates
The current Medicaid system as we know it is under siege. On April 3, 2020, the Legislature voted and Governor Cuomo signed into law new rules regarding accessing home care instead of going to a Nursing Home. We will discuss these changes in depth and help you understand what you will need to do before October 1, 2020 in order to protect your assets and qualify for long term care at home. Register here

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.  Register here

6pm 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 Prime time history, we will discuss current documents needed and how to protect your hard earned assets against Medicaid. Register here


June

Estate & Medicaid Planning seminars

Webinar Wednesdays

June 3, 2020

10 a.m. Coronavirus Checklist 

Click here to register online 

2 p.m. 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 online.

June 10, 2020

10 a.m. 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 online.

2 p.m. 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. Register here

June 15, 2020 2 p.m.

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 online.

June 16, 2020 2 p.m.

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 online.

June 17, 2020 2 p.m.

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 online.

June 18, 2020 2 p.m.

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 online

June 19, 2020 2 p.m.

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 online.


Font Resize