We do everything possible to provide educational opportunities to people in the greater San Jose area, because many people fail to plan ahead due to a lack of information. From an electronic perspective, we publish an ongoing stream of content on this blog, and we also have an electronic library of free special reports that you can access at any time.
In addition to the written information, we also engage in community outreach. We consistently offer seminars that cover many different specific estate planning and elder care topics. Right now we have a number of seminars on the schedule, and we urge you to attend the session or sessions that interest you.
Living Trust Seminars
Some of the seminars will specifically target the subject of living trusts. These trusts are very useful for a wide range of people, and they satisfy multiple different objectives.
When you have a living trust, you control the assets while you are living, so you are taking no risks. If you were to become incapacitated, a disability trustee could administer the trust, and this is one of the benefits.
After your passing, the successor trustee would distribute assets to the beneficiaries in accordance with your wishes. These distributions would take place in a timely manner, because the probate process would not be a factor.
You can get all the facts if you attend one of our living trust seminars.
Nursing Home Asset Protection
The majority of senior citizens will someday need long-term care. Nursing homes are very expensive, and Medicare does not pay for long-term care.
For many, the solution is Medi-Cal. This is a government program that will pay for living assistance, but it can be complicated to qualify because there is an asset limit.
If you take all the right steps in advance, you may be able to qualify for Medi-Cal if and when you need long-term care. We will take an in-depth look at the topic at our Medi-Cal Planning Workshop, which is taking place on May 27th.
Special Needs Planning
We will also be holding a workshop on special needs planning. It takes careful planning to provide resources for a loved one with special needs without impacting eligibility for government benefits.
Veterans Special Pension
Wartime veterans may qualify for a special pension that can be used to defray long-term care costs. One of our workshops will focus on this topic.
View the Complete Seminar Schedule
We would like to emphasize the fact that the seminars are free to attend. However, space is limited, so we urge you to register for the seminar that interests you as soon as possible.
You can visit this page to view the complete seminar schedule: Estate Planning & Elder Care Seminars.
- Act in Advance to Prevent a Conservatorship - April 27, 2021
- Beneficiary Designations and the SECURE Act: Prior Designations - April 20, 2021
- Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries - April 16, 2021