SEMINARS If you would like to request a private seminar for your group or organization or to suggest a location to have a public seminar, click here .
To see what seminar topics we present on a regular basis, please review our Speaker Connection page.
Upcoming Seminars FIND A SEMINAR IN YOUR AREA:
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Medi-Cal Planning Workshop: Learn How To Protect Your Assets from Catastrophic Nursing Home Costs - CAMPBELL
Area: CampbellDate: Tuesday, February 07, 2012Time: 04:30 PM - 06:00 PMLocation: The Law Offices of Roy W. LitherlandAddress:
Law Office of Roy W. Litherland 3425 S. Bascom Avenue, Suite 240 Campbell, CA
Description
Protect Your Wealth! Find out how to plan for Long-Term Care costs! Attend this FREE workshop and learn: - How NOT to become impoverished by Nursing Home Costs now averaging over $98,000/year! - Already in a Nursing Home? We can help! - The real look-back gifting rules are not what you think! - Preserve Medi-Cal eligibility and avoid loss of your family home! - How proper planning can Protect Your Assets! - Why traditional Living Trusts won't help with Nursing Home Costs! - The difference between immediate need and long term 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. This workshop has been rescheduled. Please register for our next workshop which will be on Thursday, February 23.
SEMINAR FULL: REGISTRATION CLOSED
Special Needs Workshop - Campbell
Area: CampbellDate: Wednesday, February 08, 2012Time: 04:30 PM - 06:00 PMLocation: The Law Offices of Roy W. LitherlandAddress:
Law Office 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.
Veteran's Special Pension and Medi-Cal Planning Workshop - CAMPBELL
Area: CampbellDate: Wednesday, February 15, 2012Time: 04:30 PM - 05:30 PMLocation: The Law Offices of Roy W. LitherlandAddress:
Law Office of Roy W. Litherland 3425 S. Bascom Avenue, Suite 240 Campbell, CA
Description Incapacity, Disability and Veteran's Benefits This free Workshop will focus on Medi-Cal Planning and 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. Our next workshop will be on Wednesday, April 11th and we invite you to please register for that workshop.
SEMINAR FULL: REGISTRATION CLOSED
Medi-Cal Planning Workshop: Learn How To Protect Your Assets from Catastrophic Nursing Home Costs - CAMPBELL
Area: CampbellDate: Thursday, February 23, 2012Time: 04:30 PM - 06:00 PMLocation: The Law Offices of Roy W. LitherlandAddress:
Law Office of Roy W. Litherland 3425 S. Bascom Avenue, Suite 240 Campbell, CA
Description
Protect Your Wealth! Find out how to plan for Long-Term Care costs! Attend this FREE workshop and learn: - How NOT to become impoverished by Nursing Home Costs now averaging over $98,000/year! - Already in a Nursing Home? We can help! - The real look-back gifting rules are not what you think! - Preserve Medi-Cal eligibility and avoid loss of your family home! - How proper planning can Protect Your Assets! - Why traditional Living Trusts won't help with Nursing Home Costs! - The difference between immediate need and long term 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.
Living Trust Seminar - LOS GATOS
Area: Los GatosDate: Wednesday, February 29, 2012Time: 07:00 PM - 09:00 PMLocation: Los Gatos LodgeAddress:
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. Refreshments will be served.
Living Trust Seminar - CAMPBELL
Area: CampbellDate: Saturday, March 03, 2012Time: 10:00 AM - 12:00 PMLocation: Pruneyard Plaza HotelAddress:
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. Continental Breakfast will be served.
Medi-Cal Planning Workshop: Learn How To Protect Your Assets from Catastrophic Nursing Home Costs - CAMPBELL
Area: CampbellDate: Wednesday, March 14, 2012Time: 04:30 PM - 06:00 PMLocation: The Law Offices of Roy W. LitherlandAddress:
Law Office of Roy W. Litherland 3425 S. Bascom Avenue, Suite 240 Campbell, CA
Description
Protect Your Wealth! Find out how to plan for Long-Term Care costs! Attend this FREE workshop and learn: - How NOT to become impoverished by Nursing Home Costs now averaging over $98,000/year! - Already in a Nursing Home? We can help! - The real look-back gifting rules are not what you think! - Preserve Medi-Cal eligibility and avoid loss of your family home! - How proper planning can Protect Your Assets! - Why traditional Living Trusts won't help with Nursing Home Costs! - The difference between immediate need and long term 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.
Client Estate Planning Review Workshop
Area: CampbellDate: Tuesday, March 20, 2012Time: 04:30 PM - 06:00 PMLocation: The Law Offices of Roy W. LitherlandAddress:
Law Office of Roy W. Litherland 3425 S. Bascom Avenue, Suite 240 Campbell, CA
Description
This free Client Appreciation Workshop will cover: TRA 2010 Estate Tax Law Update, When You Should Amend Your Trust, and LTC Insurance Opportunities Under the Pension Protection Act. It will be held at: The Law Offices of Roy W. Litherland, 3425 S. Bascom Avenue, Suite 240, Campbell. Seating is limited to 10 people and registration is required.
Client Estate Planning Review Workshop
Area: CampbellDate: Wednesday, March 28, 2012Time: 04:00 PM - 05:30 PMLocation: The Law Offices of Roy W. LitherlandAddress:
Law Office of Roy W. Litherland 3425 S. Bascom Avenue, Suite 240 Campbell, CA
Description
This free Client Appreciation Workshop will cover: TRA 2010 Estate Tax Law Update, When You Should Amend Your Trust, and LTC Insurance Opportunities Under the Pension Protection Act. It will be held at: The Law Offices of Roy W. Litherland, 3425 S. Bascom Avenue, Suite 240, Campbell. Seating is limited to 10 people and registration is required.
Veteran's Special Pension and Medi-Cal Planning Workshop - CAMPBELL
Area: CampbellDate: Wednesday, April 11, 2012Time: 04:30 PM - 05:30 PMLocation: The Law Offices of Roy W. LitherlandAddress:
Law Office of Roy W. Litherland 3425 S. Bascom Avenue, Suite 240 Campbell, CA
Description Incapacity, Disability and Veteran's Benefits This free Workshop will focus on Medi-Cal Planning and 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.