631.405.4857 Join Leadership in Law recipient and Partner Marcus O'Toole-Gelo to discuss the importance of Elder Law and Estate Planning for individuals from their 40s through their 80s plus life-changing events that warrant a visit to your Elder Law and Estate Planning attorney. Mr. O'Toole-Gelo will provide strategies to help you preserve your hard-earned assets and […]
Join Senior Partner Melissa Negrin-Wiener to learn about eligibility and qualifying for Institutional Medicaid benefits.
Join Senior Partner Melissa Negrin-Wiener along with guest Frank Melia with Contour Mortgage to learn the following: • How do Reverse Mortgages work and would my family benefit from one? • Can I get a reverse mortgage without my home being in a M.A.P.T.? • What Trust Borrowing Options do I have? What loan programs […]
Join Senior Partner Melissa Negrin-Wiener as she hosts "Medicare Whisperer" Gracemarie Horan-Luce of Senior Health Plan Specialists. Gracemarie will cover topics such as: -Open Enrollment 2023 -What's up with those TV commercials? -Medicare Basics (Parts A B C D, IRMAA, Enrollment Periods, Late Enrollment Penalties) -Medicare Advantage and Medigap -Prescription drug plans and the "donut […]
Partner Marcus O’Toole-Gelo, Esq., Associate Patricia Craig, Esq. and guest James Traylor, President of Upstate Special Needs Planning, will discuss the tax aspects related to a Supplemental Needs Trust and other essential tax and estate planning strategies for families with children with special needs. Join us to learn: • Who pays taxes on trust income […]
Telephonic Event Join Senior Partner Melissa Negrin-Wiener as she presents with two speakers on protecting assets to qualify for government benefits such as Medicare, Medicaid, and Social Security. Rossdale CLE is a national leader in attorney education and has hosted numerous live and telephonic seminars, featuring federal and state judges, law professors, as well as […]
Your loved one has been determined financially eligible to receive Medicaid Home Care benefits. Now what happens? How many hours of home health aide coverage will your loved one receive? Who does that evaluation? What is Maximus? What is an MLTC? Are you supposed to know what to do next? The care process can be […]
Join Cona Elder Law Senior Partner Melissa Negrin-Wiener as she reviews the nuts and bolts of Estate Planning for individuals at every age and the importance of getting your affairs in order, especially at the start of a new year. Topics covered will include: Advance Directives Asset Protection Long Term Care Protecting the Family Home […]
Are you prepared to secure your digital legacy? Ensure your loved ones have access to your online accounts and assets after you're gone.
You’ve worked hard to build your nest egg and create the life you’ve envisioned for you and your loved ones. As a result, it’s important you take the proper steps and use the right legal tools to ensure the fruits of your labor are protected and transferred to your heirs and loved ones how you […]
