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.
May Estate Planning Webinars
Wednesday, May 5, 2021
10 am – 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
2pm – 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
May Estate Planning Webinar Week
Monday, May 10, 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
Tuesday, May 11, 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
Wednesday, May 12, 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
Thursday, May 13, 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 and spend downs. Click here to register
Friday, May 14, 2021
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
Wednesday, May 19, 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 – Planning Considerations for Dual Resident Individuals
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
Wednesday, May 26, 2021
10am – 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
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
June Estate Planning Webinars
Wednesday, June 2, 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 June 9, 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.
Wednesday June 16, 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- 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. Click here to register.
Estate Planning Webinar Week
Monday June 21, 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 a 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.
Tuesday June 22, 2021
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.
Wednesday, June 23, 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. Register here 6pm Medicare vs Medicaid Learn the differences between Medicare and
Medicaid, what each pays for, how to maximize each benefit, and how to qualify. Click here to register.
Thursday June 24, 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 June 25, 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.