Seminars & Webinars

Now more than ever, older adults are looking to age at home successfully with proper care in a thriving and familiar environment.

Join us as we discuss the importance of basic Estate planning documents, the application process for Medicaid and the latest updates to home care Medicaid in New York.

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 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.

What are the responsibilities of agents, trustees or executors when it comes to your estate plan?

Join us as we discuss these important roles in estate planning and the duties involved for those appointed.

Join us for an informative seminar on the power of trusts in Estate and Medicaid planning. Learn how trusts can safeguard your assets, minimize taxes, and ensure your loved ones are cared for according to your wishes. We will guide you through:

1. Different types of trusts and their purposes
2. Strategies to protect assets while qualifying for Medicaid
3. Tips to avoid common pitfalls and ensure your estate plan works for you.

You can attend this presentation in person or virtually via Zoom.

Planning ahead allows for less stress and crisis, especially when caring for your loved one with health concerns.

Please join speaker Britt Burner Esq. as she discusses the importance of estate planning. This workshop will help you to understand the purpose of a health care proxy, the roles of an agent, trustee and executor and aim to help family caregivers identify situations in which care plans or estate planning documents may need to change.

To register or obtain your Zoom invitation link, please contact Megan Stettinger, LMSW with the Caregivers Center at (631) 548-6259 or [email protected]

Have you or your trustees reviewed your trust recently?

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