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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October Estate Planning Webinars

WEBINAR WEEK

Monday, October 18, 2021

2pm – Estate Planning for Young Families

Many young families put off estate planning. If asked, they may say they are too young, healthy, or cannot afford it. Some have trouble even thinking about what could happen if they were to pass away while their minor children and spouse are depending on them. But even a healthy, young adult can be taken suddenly by an accident or illness, and those with young families need estate planning precisely because others are depending on them. Click here to register.

Tuesday, October 19, 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, October 20, 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, October 21, 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 October 22, 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, October 27, 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- 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.

November Estate Planning Webinars

Wednesday, November 3, 2021

10 am – 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 Today

2 pm – 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. Register Today

Wednesday, November 10, 2021

10 am – 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. Register Today

2 pm – 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! Register Today

WEBINAR WEEK

Monday November 15, 2021

10 am – 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, November 16, 2021

2 pm – 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 Today

Wednesday, November 17, 2021

2 pm – 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. Register Today

Thursday, November 18, 2021

2 pm – 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 Today

Friday, November 19, 2021

2 pm 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. Register Today