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90 Minutes With an Estate Attorney (Virtual)


Adult Activities / Education & Finance -
Summer 2022

We all have goals. Sometimes your goal is to gift assets to others. Do you do it while you are alive? After you have passed? What about Estate Tax and Gift Tax Planning? Should you give your money away in a Will, or a Trust? Would you qualify for Medicaid? What is the 60-month claw back? What if your spouse goes into the nursing home and exhausts your money? What about your current Trust: does it avoid the nursing home? Most people believe that their trust shields the assets from the nursing home and creditors. Many people may be wrong. Walk through these questions and many more, including how to plan and place your assets to meet your retirement, your nursing home goals, and after you have passed. 

This class is held virtually. A Zoom invite link and class handouts will be sent prior to course. 

 August 2022 
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3067-S22

  Steve Ledin


Online Course
Wednesday, Aug 17
6:30 - 8:00 PM

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$ 16.00
individual/couple