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

July

Estate & Medicaid Planning seminars

Webinar Wednesdays

Wednesday, July 1, 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. Click here to register online.

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 online.

Wednesday, July 8, 2020

10 am – 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 online.

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 online.

Monday, July 20, 2020

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 online.

Tuesday, July 21, 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 and assets and avoiding court & spend downs. Click here to register online.

Wednesday, July 22, 2020

2pm – 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 online.

Thursday, July 23, 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 online.

Friday, July 24, 2020

2pm – Your Coronavirus Checklist: Do I have everything I need in the event of a health crisis?
In recent months, COVID-19 has brought many questions. We will discuss what documents you need, should you
make changes to your current documents, and how to execute those documents in a time of “Social Distancing”. We
will explain all that you need to know and will answer any questions you may have about your existing plans, or the
need to develop a new one. Click here to register online.

Wednesday, July 29, 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 online.

2pm – 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 online.


August

Estate & Medicaid Planning seminars

Webinar Wednesdays

Wednesday, August 5, 2020

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 online.

2pm – 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 online.

Monday, August 10, 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 online.

Tuesday, August 11, 2020

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 online.

Wednesday, August 12, 2020

2pm – Fraud Awareness and Scams in the Time of Covid-19
As the novel coronavirus (COVID-19) pandemic continues to impact the United States, phone scammers have seized
the opportunity to prey on consumers .Join us to learn tips on how to protect yourself from some of these popular
scams. Click here to register online.

Thursday, August 13, 2020

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 online.

Friday, August 14, 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 and assets and avoiding court & spend downs. Click here to register online.

Wednesday, August 19, 2020

10 am – 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.

2pm – 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 online.

Wednesday, August 26, 2020

10am – Your Coronavirus Checklist: Do I have everything I need in the event of a health crisis?
In recent months, COVID-19 has brought many questions. We will discuss what documents you need, should you
make changes to your current documents, and how to execute those documents in a time of “Social Distancing”. We
will explain all that you need to know and will answer any questions you may have about your existing plans, or the
need to develop a new one. Click here to register online.

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 online.


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