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Intergenerational Living to Preserve Home and Wealth

April 11 @ 6:00 pm - 7:30 pm

Free
Intergenerational living

Join Attorney Dave Nesbit for an informative seminar about preserving assets through intergenerational living.  Topics for discussion include:

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 responsibility risks for the non-participating sibling?
What is the fiduciary risk if the child who is a co-occupant is also the agent under a POA?
What strategies remain to preserve the home and family wealth if the parent is in the nursing home?

Details

Date:
April 11
Time:
6:00 pm - 7:30 pm
Cost:
Free
Event Category:
Event Tags:
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Organizer

Keystone Elder Law P.C.
Phone:
717-697-3223
Email:
marcia@keystoneelderlaw.com

Venue

Bosler Library
158 W. High Street
Carlisle, PA 17013 United States
+ Google Map
Phone:
717-243-4642
Website:
http://www.cumberlandcountylibraries.org/BOS