Seminars & Webinars

Have you or your trustees reviewed your trust recently?

Join us as she discusses the importance of funding trusts, selling property within trusts and the value of keeping the document in good standing.

Join Brittni Sullivan, Esq., Partner at Burner Prudenti Law, P.C., as she discusses the importance of having a Power of Attorney and a Health Care Proxy in place. Learn what you need to know about advance directives such as health care proxies and living wills and strategies to help protect your assets.

Estate planning isn’t one-size-fits-all-every family is unique, and every plan should be too.

Join us as we explore how estate planning goals and strategies evolve over time, ensuring your plan aligns with your needs at every stage of life.

Join us as we gather to discuss how to protect assets, including property and second homes, the ways to reduce and eliminate taxes, and the importance of having a sound estate plan in place.

Join us for as we explore the essentials of Estate Planning with a focus on planning for individuals with special needs. Our discussion will cover key strategies and tools to help families prepare for the future and protect their loved ones, including:

1. Guardianship
2. Establishing and maintaining Supplemental Needs Trusts
3. Preserving eligibility for government benefits
4. Understanding Medicaid waiver programs
5. Creating thoughtful inheritance provisions for individuals with special needs

Join us we gather to discuss the difference between Medicare and Medicaid long-term care services.

While Medicare is a federal health insurance for those 65 and older, long-term Medicaid provides the option of receiving care services at home or in a nursing facility based on eligibility requirements.

Life events can have a lasting effect on your assets and your estate plan.

Join us for a discussion on how to strengthen your wills and trusts including what you need to do to protect your assets.

Do I need to worry about probate if I have a will? How can I best protect my assets?

Join us for an informative discussion on the importance of essential Estate Planning documents, the probate process, and common misconceptions.

Join Nancy Burner, Esq. as she discusses the importance of having a Power of Attorney and a Health Care Proxy in place. Learn what you need to know about advance directives, such as health care proxies, living wills, and strategies to help protect your assets.