Upcoming Webinar Topics

Estate Planning 101
Monday, March 27, 2023
Presented by Shelter Island Public Library
1:00 PM Eastern Time (US and Canada)

Past Webinars

Should I Put My Home in a Trust?

Essential Estate Planning for You and Your Parents

Advance Directives 101

Nursing Home Medicaid

Medicaid at Home

Protecting Your Inheritance from Divorce

Medicaid for Couples: When Both Spouses Need Care

You're a Trustee...Now What?

New Year! New President! New Estate Plan?

Estate Planning in an Election Year

Article 81 Guardianship: Providing for an Incapacitated Adult

Diving Deep into the Medicaid Asset Protection Trust

How Covid-19 has made advance directives and the durable power of attorney crucial documents for people of all ages.

Medicaid in the Time of COVID-19

Second Time Around: Estate Planning for the Blended Family

Planning for Minor Beneficiaries

Income Eligibility for Medicaid: Pooled Trust

Understanding Trusts: Part 1

Demystifying Medicaid

Retirement Planning After the SECURE Act

Gifting for Grandparents

Understanding the "Power" in New York State's New Power of Attorney

Keeping Your Trust Healthy

2022: Year of Trusts

Demystifying Probate

Special Needs Planning

The Role of Trustee and Executor

Medicaid 101

Qualifying for Medicaid and Keeping Your Income

Estate Planning for Moms of All Ages

New York's New & Improved Power of Attorney

'Tis the Season: Estate Planning and Gifting

Medicaid Deadline Fast Approaching

Anatomy of a Standalone Trust

Tailor Made Wills

Debunking the Myth: Why Estate Planning is for everyone

What impact does the closure of the Surrogate's Courts have on the debate over the need for a living trust rather than a last will and testament?

Trustee Responsibilities: Preparing for Incapacity

Medicare and Medicaid: How Do They Work Together?


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