Cona Elder Law Seminar Series: Earning, Planning, Protecting: Protecting Your Family and Your Assets Across the Generations - Cona Elder Law

Cona Elder Law Seminar Series: Earning, Planning, Protecting: Protecting Your Family and Your Assets Across the Generations

​Join Cona Elder Law, Morgan Stanley and Karp Loshak


Date: 

Wednesday, October 28, 2015 - 6:00pm to 8:30pm

Location: 

Morgan Stanley
58 South Service Road
Conference Center, Lower Level
Melville, New York  11747

Topic: 

Cona Elder Law Seminar Series

Earning, Planning, Protecting:

Protecting Your Family and Your Assets Across the Generations

The Protecting Generation:  The Boomers+ (ages 51+)

Asset Protection:  Planning for Yourself and Your Parents

                        ♦ Asset Protection Trusts

                        ♦ Medicaid Planning

                        ♦ Promissory Notes

                        ♦ Advance Directives                                                                  

Will You Outlive Your Money? How a Certified Financial Plan Can Protect You

Special Guest:  Sal Alesia, VP Wealth Management, Morgan Stanley

                        ♦ Pre-Retirement Planning

                        ♦ Maximizing Government Benefits

                        ♦ Cash Flow Analysis

                        ♦ Time Horizon Planning

Long Term Care Insurance:  The Who, What, Why and When of LTC Insurance

Natalie Karp and Rona Loshak, Karp Loshak LTC Insurance Solutions

♦ Comparing Options: Self-Insure vs. Private LTC vs. Government Programs

♦ New Options in Long Term Care Insurance: Hybrid Plans with Life Insurance

♦ Health Qualifying and Medical Underwriting

♦ Innovative Funding Options and Tax Incentives

Cost: 

free

RSVP: 

Call Bonnie at 631.390.5000 or email RSVP@conalaw.com

 

About the Author Cona Elder Law

Cona Elder Law is a full service law firm based in Melville, LI. Our firm concentrates in the areas of elder law, estate planning, estate administration and litigation, special needs planning and health care facility representation. We are proud to have been recognized for our innovative strategies, creative techniques and unparalleled negotiating skills unendingly driven toward our paramount objective - satisfying the needs of our clients.

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