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June 2017

Estate Planning Beyond the Basics: Remain At Home or Make a Move?

June 20 @ 7:00 pm - 8:30 pm
Mountain View Conference Center, 555 Gettysburg Pike Suite B - 300
Mechanicsburg, PA 17055 United States
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Free

Many people express the desire to remain in their own home for as long as possible. Others choose to make a move to a 55+ or retirement community.  What are the benefits and drawbacks of each of these options?  Find out at our seminar! Presented by Dave Nesbit, Attorney

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Estate Planning Beyond The Basics: Business Ownership and Estate Planning

June 27 @ 7:00 pm - 8:30 pm
Mountain View Conference Center, 555 Gettysburg Pike Suite B - 300
Mechanicsburg, PA 17055 United States
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Free

Full or partial ownership of a business has implications for estate planning.  Discussion about methods of valuing a business, considerations for selling a business versus passing it to a family member, and the types of documents required for a smooth transition will be covered. Presented by Ryan Webber, Attorney

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September 2017

The Sandwich Generation – Preemptive Estate Planning

September 7 @ 2:00 pm - 3:30 pm
Mountain View Conference Center, 555 Gettysburg Pike Suite B - 300
Mechanicsburg, PA 17055 United States
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Free
estate planning

Preemptive Estate Planning Strategies, Essential Legal Documents, and Avoidable  Pitfalls Attorney Jessica Greene, CELA,* LL.M. in Elder Law will explain how helping to plan now can avoid financial stress and complications later: Why are too many power of attorney documents surprisingly useless when trying to preserve assets at a time of crisis? How should an agent be appointed if one child is better with a checkbook and another is better with medical issues? Why is a parent’s revocable living trust not as…

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The Sandwich Generation – Caregiving Tips and Options

September 14 @ 10:00 am - 11:00 am
Mountain View Conference Center, 555 Gettysburg Pike Suite B - 300
Mechanicsburg, PA 17055 United States
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Free
caregiving

Overview of Caring for Aging Parents Karen E. Kaslow, RN, BSN, who is Keystone Elder Law’s care coordinator, will use visual charts and anecdotal stories to explain: How an older person’s need for caregiving help with activities of daily living increases with age and frailty. How to identify a danger zone when a catastrophic incident could cause a need for long- term or permanent nursing care. Various levels of care and options for receiving it. The cost of obtaining care and…

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The Sandwich Generation- Intergenerational Living

September 21 @ 2:00 pm - 3:30 pm
Mountain View Conference Center, 555 Gettysburg Pike Suite B - 300
Mechanicsburg, PA 17055 United States
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Free
Intergenerational living

Legal Risks and Opportunities for Living with Parents and Paying for Nursing Homes Attorney Dave Nesbit will discuss legal options for intergenerational living arrangements done to preserve the home and family wealth, including: When and how to consider a life estate deed. Opportunities and pitfalls of intra-family property occupancy and conveyance including, room and board agreements, rent to own, promissory note issues, putting children’s names on house deeds, determining fair market value, use of caregiver agreements, and caregiver exception transfers. What are the filial…

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