The law firm of Enea, Scanlan & Sirignano LLP is rolling out a “Lunch & Learn Series” of free monthly educational seminars focusing on elder law and estate planning topics.
“Many clients come to us when they (or their loved ones) are on the verge of losing everything, which can amount to hundreds of thousands of dollars in assets,” said Anthony J. Enea, the firm’s managing member. “Educating seniors and their families on the need for advanced planning is extremely important to all the attorneys at Enea, Scanlan & Sirignano ”“ and it’s never too early to start. There are several planning options available for adults of all ages, yet many remain in the dark.”
The 90-minute programs, which include a light lunch and refreshments, will take place at the firm’s White Plains location and are open to the public at no cost; reservations are recommended and can be made (914) 948-1500.
The series consists of the following presentations:
Feb. 22 ”“ Nuts and Bolts of Estate and Financial Planning: Discover the difference between a last will & testament and a trust ”“ and why you may need both. This program will also cover the importance of the power of attorney and health care proxy documents.
March 29 ”“ Avoiding the New York “Estate Tax Cliff”: Take an in-depth look at how to avoid the tax implications of New York”™s “estate tax cliff.” Learn effective planning techniques, from the role of completed gift trusts to disclaimer and “Santa Clause” provisions.
April 26 ”“ Aging in Place: A Guide to Growing Older at Home: Learn how to prepare a home to safely age in place through senior-proofing, necessary legal documents, strategies for bill paying and financial management, as well as an overview of the Medicaid home care program.
May 31 ”“ Estate Planning and Your Residence: What is a Medicaid Asset Protection Trust? Learn the ins and outs of Medicaid planning as well as options for home buying and selling within the trust.
June 28 ”“ Protecting Yourself and Your Loved Ones from Financial Elder Abuse and Senior Scams: Often referred to as “the crime of the 21st century,” learn key signs of financial and personal elder abuse, typical scams that are targeted toward the senior population as well as the important estate planning documents to help protect against financial abuse as one ages.
Sept. 27 ”“ LLCs: The Pros, Cons and Estate Planning: For some, an LLC can be a useful tool to pass assets down to loved ones while avoiding or minimizing estate taxes. Discover if an LLC may be right for your estate planning needs as well as how they are used to reduce the risk of personal liability with rental properties.
Oct. 25 ”“ Understanding the Implications of Gray Divorce: A divorce later in life often adds a level of complexity to the estate and tax plan process. Understand what potential complications may arise and how to address them ”“ from division of assets and tax issues to estate and long-term care planning.
Nov. 29 ”“ Special Needs Planning for Children and Grandchildren with Disabilities: Ensure the future care and well-being of your child or grandchild with special needs using these estate planning strategies. This program will cover the three basic types of special needs trusts (also known as supplemental needs trusts), general drafting considerations and the newest type of special needs trust ”“ the sole benefits trust.
