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The Sandwich Generation – Preemptive Estate Planning

September 7, 2017 @ 2:00 pm - 3:30 pm

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 helpful as they might expect?
  • What are the limitations of a pre-nuptial agreement with long-term care needs in second marriages?
  • What is the purpose of a trust, the right time to create it, and the best asset to put in it?
  • What is the risk of a parent funding a grandchild’s college education since the accountant said up to $14,000 to any person should be OK and not reportable to the government?
  • Under what circumstances must a child pay for a parent’s care, and how can planning prevent that?

Seminars planned for 2:00pm and/or 7:00pm.  Please call 717-697-3223 to confirm times and to register

*Certified as an Elder Law Attorney by the National Elder Law Foundation as authorized by the Pennsylvania Supreme Court

Details

Date:
September 7, 2017
Time:
2:00 pm - 3:30 pm
Cost:
Free
Event Category:
Event Tags:
, ,
Website:
www.keystoneelderlaw.com/sandwiched

Organizer

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

Venue

Mountain View Conference Center
555 Gettysburg Pike Suite B - 300
Mechanicsburg, PA 17055 United States
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Phone:
717-697-3223
Website:
www.keystoneelderlaw.com

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Long Term Care Guide