The Essentials of Estate Planning and Elder Law

Program Type:

Career, Business & Finance, Community Events, Health & Wellness

Age Group:

Adults
Please note you are looking at an event that has already happened.
Registration for this event is no longer open.

Event Details

Re-scheduled: This class will be presented on December 7 at 10am. 

Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville, the Estate Planning and Elder Law Essentials class will thoroughly educate attendees about estate planning and incapacity planning issues. Some of the topics he will address include:

  • understanding the planning process, including the reasons for estate planning
  • wills vs. trusts
  •  probate vs. non-probate and understanding non-probate devices
  •  the absolute importance of incorporating “flexibility” in your planning
  • planning for incapacity
  • understanding the importance of financial powers of attorney, advance medical directives and MOLST
  •  Medicaid — myths versus reality
  • estate tax planning
  • asset protection and protecting shares for children and grandchildren
  • understanding why having outdated documents could provide challenges in the future, and how to achieve perfection for your legacy

Please register with an email address to receive an immediate registration confirmation. Walk-ins welcome.