SEMINARS
Upcoming Seminars
FIND A SEMINAR IN YOUR AREA:
Medicaid/Medi-Cal Planning Workshop - CAMPBELL
Area: Campbell
Date: Tuesday, March 16, 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.
Free Living Trust Seminar - APTOS
Area: Aptos
Date: Saturday, March 20, 2010
Time: 10:00 AM - 12:00 PM
Location: Best Western SeaCliff Inn
Address:
Best Western SeaCliff Inn
7500 Old Dominion Court
Aptos, 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: Best Western SeaCliff Inn, 7500 Old Dominion Court, Aptos. Continental Breakfast will be served.
Medicaid/Medi-Cal Planning Workshop - CAMPBELL
Area: Campbell
Date: Tuesday, April 06, 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.
Medicaid/Medi-Cal Planning Continuing Education Luncheon for Social Workers - How to Help your Clients Protect Their Wealth from Catastrophic Nursing Home Costs
Area: Campbell
Date: Wednesday, April 07, 2010
Time: 11:00 AM - 01:00 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
You are invited to attend the Social Worker Continuing Education Program, “Medi-Cal Planning Workshop: How to Help Your Clients Protect Their Wealth from Catastrophic Nursing Home Costs.” At this program, you’ll learn strategies to help your clients protect their hard earned assets from a long nursing home stay, dramatically reducing their finance-related stress.
This class will be presented in one two-hour lecture, including a power point presentation and question and answer sessions. This is a small, focused, interactive class limited to 10 participants.
LCSWs and MFTs will receive 2 continuing education contact hours as approved by the California Board of Behavioral Sciences, Provider # PCE 3847. You will also receive an opportunity to network with other professionals and free parking. Lunch is provided.
The class will be held at: The Law Offices of Roy W. Litherland, 3425 S. Bascom Avenue, Suite 240, Campbell, CA 95008. The cost for this class is $25. Please feel free to invite a friend to attend with you for a reduced cost of $20 each!
*We also do in-service CE classes for groups of social workers! If you have a group of 6 or more social workers and would like us to offer this CE class at your location, contact Wendy Harshbarger at (408) 314-4321 for more information and to schedule your CE class.
Free Special Needs Workshop - Campbell
Area: Campbell
Date: Wednesday, April 14, 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.
Free Living Trust Seminar - SANTA CLARA
Area: Santa Clara
Date: Wednesday, April 21, 2010
Time: 07:00 PM - 09:00 PM
Location: Hyatt Regency Santa Clara
Address:
Hyatt Regency Santa Clara
5101 Great America Parkway
Santa Clara, 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: Hyatt Regency Santa Clara, 5101 Great America Parkway, Santa Clara. Refreshments will be served.
Free Living Trust Seminar - CUPERTINO
Area: Cupertino
Date: Thursday, April 22, 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.
Living Trust Seminar - LOS GATOS
Area: Los Gatos
Date: Saturday, April 24, 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.
Free Workshop: Incapacity, Disability and Veteran's Benefits - CAMPBELL
Area: Campbell
Date: Wednesday, May 12, 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.
Estate Planning for Financial Advisors Continuing Education Program
Area: Campbell
Date: Wednesday, May 26, 2010
Time: 06:30 PM - 09:30 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
Description:
You are invited to attend the Financial Advisors Continuing Education Program, “Estate Planning for Financial Advisors.” At this program, you’ll review the most up-to-date estate planning techniques, including a review of the basic estate planning considerations and a discussion of the most complex strategies.
Benefits
This program qualifies for 12 hours of Continuing Education credits for financial professionals (Certified Public Accountants, Insurance Agents, Certified Financial Planners, Chartered Financial Consultants, Chartered Life Underwriters, Enrolled Agents, and Attorneys). You will also receive an opportunity to network with other professionals and free parking. Dinner will be provided.
Method of Presentation
This Twelve-Part course, sponsored by the prestigious American Academy of Estate Planning Attorneys, will be presented in four three-hour lectures accompanied by a power point presentation with regular question and answer sessions. Each lecture will cover one to four parts, depending on length and complexity. This is a small, focused, interactive class limited to 10 participants.
Dates and Time:
This course will be held from 6:30 p.m. to 9:30 p.m. on four consecutive Wednesdays starting May 26 (class dates are May 26, June 2, 9 and 16). Dinner will be provided.
Location:
This course will be held at: The Law Offices of Roy W. Litherland, 3425 S. Bascom Avenue, Suite 240, Campbell, CA 95008.
Tuition:
The cost for this class is $150 if you register by Friday, May 14th and $250 if you register after May 14th. Register with a friend by Friday, May 14th and your reduced tuition is $125/person. We encourage you to register early because these small classes fill up quickly.
CE Course #80385
