Workshops/Webinars

On-Demand Webinar: Long Term Care Protection & Trusts

Our webinars are hosted by estate planning attorney S.J. Khalsa, co-author of Estate Planning Essentials: A Guidebook for Today’s Modern Families and new release The Ultimate Caregiver Guide: How to Provide the Best Possible Care for Loved Ones and Yourself in New York..  You can learn more using this link.

What you will learn during this on-demand event:

• Qualifying for Medicaid – how you can protect your home and retirement nest egg from nursing home costs.
• The 5-year Look Back – how it works and why planning early is vital to protect your assets.
• Preserving Your Medicaid Eligibility – activities to avoid so you don’t disqualify yourself from Medicaid benefits.
• Incapacity – how to avoid a publicly humiliating and expensive guardianship proceeding if you become legally incapacitated.
• Immediate Need v. Medicaid Pre-Planning – the differences in these two types of planning.
• Maximize Assets – how to safeguard your assets to maintain your lifestyle and for the next generation.