Events

Estate Planning is an important process everyone should undertake to ensure their assets are distributed according to their wishes. Dennison Keller, Esq., will share the legal documents to have in place to ensure one’s assets are protected and that belongings and financial investments are passed down according to that person’s wishes. This is a free…

How sharp does an elder have to be to sign a legal document such as a Will, Financial Power of Attorney, or Contract? Elder Law Attorney Dennison Keller will explain the definitions and standards of legal capacity and how they vary depending on what documents a client is signing. Elder Care Coordinator/Social Worker Tracey Collins…

Estate Planning is an important process everyone should undertake to ensure their assets are distributed according to their wishes. Eva Hager, Esq., will share the legal documents to have in place to ensure one’s assets are protected and that belongings and financial investments are passed down according to that person’s wishes. This presentation is part…

Advanced directives are important documents to include in any estate plan. Eva Hager, Esq., will help attendees gain a deeper understanding of the impact of an individual’s health care power of attorney and living will in a range of life scenarios. Every situation has its own variables to consider. This is a closed learning session…

Medicaid is complicated! This one-hour session, designed specifically for financial planners, features Dennison Keller discussing key Medicaid planning strategies. Topics include Medicaid eligibility, available exemptions, how to protect Traditional and Roth IRAs, the Medicaid spend down process, and why annuitizing assets can be a costly error. Dennison Keller will also explore how to use trusts…

A safe hospital discharge is important for seniors because the transition from a hospital back to home or to another care setting can be an incredibly vulnerable time. There are medications, mobility changes, cognitive decline, and other care needs that may not have been present before the hospitalization. In this session, Elder Care Coordinator Tracey…

This lunch-and-learn course will provide a better understanding of Medicaid. We will cover asset requirements for eligibility, the allowable exemption options for single individuals and couples, how a snapshot date is determined, the process of a Medicaid spend-down, what a five-year lookback period is all about, and more. Dennison Keller presents. Lunch will be available…

SAVE THE DATE! JOIN US FOR OUR 6th ANNUAL SYMPOSIUM ON SEPTEMBER 9, 2027 Learn from some of the best minds in the field of aging. Meet representatives from senior care providers, including nursing homes, assisted living facilities, memory care, independent living, funeral homes, technology companies, social service agencies, realtors and much more Presented by…