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.

The events listed below are on Zoom, virtual meeting software.

free estate planning seminars
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September Estate Planning Webinars

Webinar Week

Monday, September 20, 2021

2pm – Elder Law Basics

Have you protected your home and investments, prepared for the cost of a nursing home, avoided unnecessary taxes, considered long-term care options? Learn the options that are available. Click here to register.

Tuesday, September 21, 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, September 22, 2021

2pm – Wills vs. Trusts

Learn about Revocable and 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 and spend downs. Click here to register.

Thursday, September 23, 2021

2pm – 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.

Friday, September 24, 2021

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, September 29, 2021

10am – Advance Directives: What They Are and Why You Need Them

Choices regarding medical care and financial decisions are within your control. However, there may come a time when you do not have the ability to make these decisions for yourself due to incapacity. Advance directives, which include power of attorney and health care proxy, are the legal documents, which allow you to designate individuals to make decisions related to your medical care and finances if you become incapacitated. Click here to register.

2pm – Top 10 Reasons to Plan your Estate

Life is uncertain. There are numerous reasons to create an estate plan that have absolutely nothing to do with how wealthy you may or may not be. Planning for minor children, asset protection and beneficiaries, tax planning and even end of life planning is included. To help you plan your estate, we will discuss some critical issues that should be on at the forefront of your estate planning discussions. Click here to register.