SEMINARS

 Estate Planning Seminars CE Seminars
 Medicaid Planning Client Seminars
 Special Needs Event Registration

Upcoming Seminars

FIND A SEMINAR IN YOUR AREA:


Free Workshop: Incapacity, Disability and Veteran's Benefits - CAMPBELL

Area: Campbell
Date: Wednesday, February 10, 2010
Time: 04:30 PM - 05:30 PM
Location: The Law Offices of Roy W. Litherland
Address:

The Law Offices of Roy W. Litherland
3425 S. Bascom Avenue, Suite 240
Campbell, CA

Description

This free Workshop will focus on what VA benefits will and will not be available to you and your widow(er) in the event of incapacity/disability. 

This workshop will be held at:  The Law Offices of Roy W. Litherland, 3425 S. Bascom Avenue, Suite 240, Campbell.   This workshop is limited to 10 people and reservations are required.

This workshop is FULL.  We invite you to please register for the March 2nd workshop.

SEMINAR FULL: REGISTRATION CLOSED




Free Special Needs Workshop - Campbell

Area: Campbell
Date: Thursday, February 18, 2010
Time: 04:30 PM - 06:00 PM
Location: The Law Offices of Roy W. Litherland
Address:

The Law Offices of Roy W. Litherland
3425 S. Bascom Avenue, Suite 240
Campbell, CA

Description

Learn why your family member must have their special needs addressed in an estate plan!  It really isn’t an option you want to overlook!

As advocates for those with special needs, we understand the total dedication and unconditional love of those involved in the lives of family members with special needs. Even so, without effective estate planning for their truly “special needs”, legally disabled or deceased parents may run the considerable risk of having their child become a “ward of the court.” A probate court can choose whomever it wants—including an institution such as a bank—to oversee the child’s financial and personal care. It is entirely possible that the guardian or conservator appointed by the court will be a complete stranger to both the parent and child.

Even worse, failing to plan can jeopardize the Special Needs Child’s eligibility for public and private assistance programs.

Attend this workshop to learn:

·       Why many loved ones with special needs lose their eligibility for government assistance after receiving a well-intended inheritance

·       Why it is not necessary to disinherit your loved one with special needs just to preserve eligibility for government assistance

·       Why it is not always the best idea to rely on the siblings or other relatives of a loved one with special needs to provide for the care of your loved one after you are gone

·       What a Special Needs Trust is and how it works

·       If you need a Stand-Alone Special Needs Trust

·       What is In-Kind Support and Maintenance and why should I be concerned about it?

·       Why it may not be the best idea for a friend or relative to serve as the trustee of a Special Needs Trust

This workshop will be held at:  The Law Offices of Roy W. Litherland, 3425 S. Bascom Avenue, Suite 240, Campbell.   This workshop is limited to 10 people and reservations are required.

Register for This Seminar




Medicaid/Medi-Cal Planning Workshop - CAMPBELL

Area: Campbell
Date: Tuesday, February 23, 2010
Time: 04:30 PM - 06:00 PM
Location: The Law Offices of Roy W. Litherland
Address:

The Law Offices of Roy W. Litherland
3425 S. Bascom Avenue, Suite 240
Campbell, CA

Description

This free Medicaid/Medi-Cal Planning Workshop will focus on how to protect your home from nursing home costs, how proper planning can protect your assets, the difference between immediate need and long term planning, what documents you need to plan properly, and how to use "medicaid triggers" in your planning.  

This workshop will be held at:  The Law Offices of Roy W. Litherland, 3425 S. Bascom Avenue, Suite 240, Campbell.   This workshop is limited to 10 people and reservations are required.

Register for This Seminar




Free Living Trust Seminar - CAMPBELL

Area: Campbell
Date: Wednesday, February 24, 2010
Time: 07:00 PM - 09:00 PM
Location: Pruneyard
Address:

Pruneyard Plaza Hotel
1995 South Bascom Avenue
Campbell, CA

Description

If you own a home…or you have assets worth at least $100,000…you owe it to yourself - and your family - to get the facts on proper estate planning.  If you think you’re protected with a simple Will…think again…A Will goes through probate, which means your family may not be able to take possession of your estate for many months, or even years!

Proper estate planning avoids the pitfalls of probate and insures that your estate actually gets to those individuals or charities you wish. Plus, without proper planning your estate may owe substantial estate taxes.

A living trust can eliminate the costs and time involved in a probate and will protect your estate if you become incapacitated by avoiding a conservatorship. This means your estate will be managed as you see fit, not as a court-appointed conservator sees fit. 


To find out more about the benefits of proper estate planning, attend this free Living Trust Seminar at:  Pruneyard Plaza Hotel, 1995 S. Bascom Avenue, Campbell.  Refreshments will be served.

Register for This Seminar




Living Trust Seminar - LOS GATOS

Area: Los Gatos
Date: Saturday, February 27, 2010
Time: 10:00 AM - 12:00 PM
Location: Los Gatos Lodge
Address:

Los Gatos Lodge
50 Los Gatos-Saratoga Road
Los Gatos, CA

Description

If you own a home…or you have assets worth at least $100,000…you owe it to yourself - and your family - to get the facts on proper estate planning.  If you think you’re protected with a simple Will…think again…A Will goes through probate, which means your family may not be able to take possession of your estate for many months, or even years!

Proper estate planning avoids the pitfalls of probate and insures that your estate actually gets to those individuals or charities you wish. Plus, without proper planning your estate may owe substantial estate taxes.

A living trust can eliminate the costs and time involved in a probate and will protect your estate if you become incapacitated by avoiding a conservatorship. This means your estate will be managed as you see fit, not as a court-appointed conservator sees fit. 


To find out more about the benefits of proper estate planning, attend this free Living Trust Seminar at:  Los Gatos Lodge, 50 Los Gatos-Saratoga Road, Los Gatos.  Continental Breakfast will be served.

Register for This Seminar




Free Workshop: Incapacity, Disability and Veteran's Benefits - CAMPBELL

Area: Campbell
Date: Tuesday, March 02, 2010
Time: 04:30 PM - 06:00 PM
Location: The Law Offices of Roy W. Litherland
Address:

The Law Offices of Roy W. Litherland
3425 S. Bascom Avenue, Suite 240
Campbell, CA

Description

This free Workshop will focus on what VA benefits will and will not be available to you and your widow(er) in the event of incapacity/disability. 

This workshop will be held at:  The Law Offices of Roy W. Litherland, 3425 S. Bascom Avenue, Suite 240, Campbell.   This workshop is limited to 10 people and reservations are required.

Register for This Seminar




Medicaid/Medi-Cal Planning Workshop - CAMPBELL

Area: Campbell
Date: Wednesday, March 03, 2010
Time: 04:30 PM - 06:00 PM
Location: The Law Offices of Roy W. Litherland
Address:

The Law Offices of Roy W. Litherland
3425 S. Bascom Avenue, Suite 240
Campbell, CA

Description

This free Medicaid/Medi-Cal Planning Workshop will focus on how to protect your home from nursing home costs, how proper planning can protect your assets, the difference between immediate need and long term planning, what documents you need to plan properly, and how to use "medicaid triggers" in your planning.  

This workshop will be held at:  The Law Offices of Roy W. Litherland, 3425 S. Bascom Avenue, Suite 240, Campbell.   This workshop is limited to 10 people and reservations are required.

Register for This Seminar




Free Living Trust Seminar - CUPERTINO

Area: Cupertino
Date: Thursday, March 04, 2010
Time: 07:00 PM - 09:00 PM
Location: Hilton Garden Inn
Address:
Hilton Garden Inn
10741 N. Wolfe Road
Cupertino, CA

Description

If you own a home…or you have assets worth at least $100,000…you owe it to yourself - and your family - to get the facts on proper estate planning.  If you think you’re protected with a simple Will…think again…A Will goes through probate, which means your family may not be able to take possession of your estate for many months, or even years!

Proper estate planning avoids the pitfalls of probate and insures that your estate actually gets to those individuals or charities you wish. Plus, without proper planning your estate may owe substantial estate taxes.

A living trust can eliminate the costs and time involved in a probate and will protect your estate if you become incapacitated by avoiding a conservatorship. This means your estate will be managed as you see fit, not as a court-appointed conservator sees fit. 


To find out more about the benefits of proper estate planning, attend this free Living Trust Seminar at: Hilton Garden Inn, 10741 N. Wolfe Road, Cupertino.  Refreshments will be served.

Register for This Seminar




Free Living Trust Seminar - SANTA CRUZ/SCOTTS VALLEY

Date: Saturday, March 06, 2010
Time: 10:00 AM - 12:00 PM
Location: Hilton Santa Cruz/Scotts Valley
Address:

Hilton Santa Cruz/Scotts Valley
6001 La Madrona Drive
Santa Cruz, CA

Description

If you own a home…or you have assets worth at least $100,000…you owe it to yourself - and your family - to get the facts on proper estate planning.  If you think you’re protected with a simple Will…think again…A Will goes through probate, which means your family may not be able to take possession of your estate for many months, or even years!

Proper estate planning avoids the pitfalls of probate and insures that your estate actually gets to those individuals or charities you wish. Plus, without proper planning your estate may owe substantial estate taxes.

A living trust can eliminate the costs and time involved in a probate and will protect your estate if you become incapacitated by avoiding a conservatorship. This means your estate will be managed as you see fit, not as a court-appointed conservator sees fit. 


To find out more about the benefits of proper estate planning, attend this free Living Trust Seminar at:  Hilton Santa Cruz/Scotts Valley, 6001 La Madrona Drive, Santa Cruz. Continental Breakfast will be served.

Register for This Seminar