Event name
A Failure to Plan is a Plan to Fail w/ Susana Lannik Esq. CELA
When
Thu 11 / 07 / 2024
6:00 PM to 7:30 PM
6:00 PM to 7:30 PM
Where
Virtual
Who can attend
Open to all
Price
FREE
Join Attorney Susana Lannik, a Certified Elder Law Attorney, for an informative discussion on estate planning and elder law. Discover the essential steps for effective planning and the potential consequences of failing to prepare. Don't miss this opportunity to gain valuable insights to protect your loved ones and your assets!
Topics include:
Outdated Planning
Basic Estate Planning Documents
• Advance Directive
• Health Care Proxy
• HIPAA Releases
• Durable Power of Attorney
• Will
• Revocable vs. Irrevocable Trust
Medicaid Planning
• Countable vs. Non-Countable Assets
• Tax Law vs. Medicaid Law
• 5- Year Look Back Period
• Disqualifying Transfers
Registration is required to receive Zoom Link. Open to the Public.