Join this panel of estate and financial professionals to learn how your beneficiary designations connect to your will, trusts, IRA account, TOD accounts and more. We'll discuss: • Importance of naming beneficiaries (primary and contingent) • Review and update for life events (birth, death, marriage, divorce, etc.) • Coordinate with your will and trust • […]

As the Executor or Administrator of your loved one’s estate, you'll have many responsibilities. Join Partner Marcus O’Toole-Gelo as he reviews the Top 10 most common probate and estate administration mistakes you'll want to avoid, including: • Actions resulting in financial accounts being locked or frozen • Income tax and estate tax traps • Medicaid […]

Join award-winning attorneys Senior Partner Melissa Negrin-Wiener and Associate Patricia A. Craig to learn: -How to Protect an Inheritance for a Child with Special Needs -Estate Planning with Special Needs Trusts: What You Need to Know -Preparing for Continuity of Healthcare and Financial Decision Making once Your Child Reaches Adulthood -Surrogate’s Court 17A Guardianships vs. […]

From Asset Protection Planning, Application Submission and Approval, Scheduling Assessments, Care Coordination to implementation of Care Plans, the Medicaid process can be daunting. Award-Winning Senior Partner Melissa Negrin-Wiener will review how to proactively prepare to receive Medicaid services and what the entire picture entails.

April 16th is National Healthcare Decisions Day, a day for all of us to take stock and ask ourselves: “Do I have Advance Directives: a Health Care Proxy, Living Will and Power of Attorney? Who will make health care decisions for me if I am unable to? What are my end-of-life wishes and have I […]

Qualifying for Medicaid nursing home benefits requires careful attention to detail and advanced knowledge of the requirements and limitations involved. Join award-winning Senior Partner Melissa Negrin-Wiener to learn about: Medicaid Eligibility Requirements Asset and Income Limits Look-Back Period Asset Protection Planning Irrevocable Trusts Promissory Note Planning

When creating or updating your Estate Plan, you need to designate a number of fiduciaries (decision makers), such as agent, guardian, executor, and trustee. It's important to carefully consider who you choose to give rights and powers to on your behalf. Partner Marcus O'Toole-Gelo will guide you through choosing a fiduciary for each legal document […]

April 16th is National Healthcare Decisions Day, a day for all of us to take stock and ask ourselves: “Do I have Advance Directives: a Health Care Proxy, Living Will and Power of Attorney? Who will make health care decisions for me if I am unable to? What are my end-of-life wishes and have I […]