Seating is limited. To make reservations for the free seminars, call (716) 542-5444 or complete the contact form to the right. Attorney Robert Friedman, drawing on over forty years of estate planning experience, will be presenting the following seminars:
PROBATE AVOIDANCE SEMINARS
“15 Ways to Avoid Probate” at the Orchard Park Senior Center, 70 Linwood Ave,Orchard Park, NY 14127 on October 10, 2019 at 1:30 PM and the Grand Island Golden Age Center, 3278 Whitehaven Rd, Grand Island, NY 14072 on October 16, 2019 at 1:00 PM. Learn estate and asset protection planning techniques; the risks and benefits of avoiding probate; the best forms of real estate ownership; the most common estate planning mistakes; recent changes in estate and gift tax laws; the duties of trustees and executors; myths about living trusts; when to update your will; and how to prevent will contests.
NURSING HOME MEDICAID SEMINARS
“Fourteen Ways to Preserve Your Assets with the Medicaid Laws” at St Francis Park, 5229 South Park Ave, Hamburg. NY 14075 on October 17, 2019 at 1 PM and Ogden Senior Center 200 S. Union Street, Spencerport, NY 14559 on November 6, 2019 at 11 AM. Learn how to preserve your assets and plan for incapacity with powers of attorney, health care proxies, living wills, wills, trusts, transferring your home to family members, long term care insurance, prepaid funeral accounts, IRAs, pensions, properly documented gifts, spousal allowances and transfers, caregiver agreements and promissory notes.
“Guardianships for Incapacitated Persons 101” on September 26, 2019 at 1 PM at St Francis Park, 5229 South Park Ave, Hamburg, NY 14075. Learn about New York Mental Hygiene Article 81 Guardianship court procedures, alternatives to guardianships, and revocation of powers of attorney, how financial institutions prevent and detect abuse, Emergency Medicaid Planning and the powers and responsibilities of guardians.