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

Estate & Medicaid Planning seminars


September Webinars

Wednesday September 30, 2020

10am – 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.

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 online.

October Webinars

Unless otherwise specified, Webinars are one hour.

Wednesday, October 7, 2020

10am – 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

2pm – Medicare vs. Medicaid
Open enrollment is just around the corner! Learn the differences between Medicare and Medicaid, what each pays for, how to maximize each benefit and how to qualify. Click Here to Register

Wednesday, October 14, 2020

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

October Webinar Week!

Monday, October 19, 2020

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 & Assets and avoiding court & spend downs. Click Here to Register

Tuesday, October 20, 2020

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, October 21, 2020

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

Thursday, October 22, 2020

2pm – Medicare vs. Medicaid
Open enrollment is here! Learn the differences between Medicare and Medicaid, what each pays for, how to maximize each benefit and how to qualify. Click Here to Register

Friday, October 23, 2020

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

Wednesday, October 28, 2020

10am – Celebrity Estate Planning Disasters and How to Avoid Them
How to avoid the mistakes some of the most iconic people of our time have made. Click Here to Register

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? 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

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