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EVENTS & SEMINARS

The attorneys at Estate Planning & Elder Law Services have been invited to serve as Adult Education instructors in many metro Detroit area communities. Read descriptions of the classes we teach and view sample class materials: Estate Planning BasicsLong-Term Care / Medicaid Planning. Learn more and register online by clicking on your desired class below.

December 12th, 2023 6:00pm
Ann Arbor Community Education and Recreation
Categories: Long Term Care / Medicaid Planning

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December 14th, 2023 6:00pm
Pinckney Community Education
Categories: Long Term Care / Medicaid Planning

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December 19th, 2023 6:00pm
Walled Lake Community Education  888-663-7407 Reg…
Categories: Estate Planning Basics

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February 6th, 2024 6:00pm
Pinckney Community Education (810) 225-3952 Reg…
Categories: Estate Planning Basics

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February 8th, 2024 6:00pm
Wayne-Westland Community Education
Categories: Long Term Care / Medicaid Planning

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February 15th, 2024 6:00pm
Saline Community Education
Categories: Estate Planning Basics

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March 5th, 2024 6:00pm
Ann Arbor Community Education and Recreation
Categories: Long Term Care / Medicaid Planning

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March 12th, 2024 6:30pm
Wayne-Westland Community Education
Categories: Long Term Care / Medicaid Planning

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March 14th, 2024 6:00pm
Pinckney Community Education
Categories: Long Term Care / Medicaid Planning

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Seminar Descriptions and Sample Materials

Estate Planning Basics

Probate, long-term care, and tax laws are constantly changing. Find out how to prevent your assets from going through probate, how to protect unnecessary taxation, how to retain control of your affairs, and how to protect yourself against the costs of long-term care.

Discover the dangers of using joint accounts and quit claim deeds as estate planning tools. Learn about medical and financial powers of attorney, wills, “Ladybird” deeds, and living trusts.

Attendees will learn about how “gifting” can affect them and the recipient, including gift tax laws, capital gains tax laws, as well as the person’s eligibility for Medicaid and Veterans benefits. The class will cover recent changes in Michigan’s real estate laws, which prevent the reassessment of the taxable value of the property for transfers to family members.

Learn about Michigan’s “Estate Recovery” law, whereby the State can seek repayment from a person’s estate for governmental benefits paid, and ways to prevent that from happening.

Preview Estate Planning Basics Class Materials

 

View all upcoming Estate Planning Basics seminars

Long-Term Care / Medicaid Planning

Did you know that 50% of people 65 years or older will spend some time in a nursing home and that it costs $8,000 a month for such care? Because neither health insurance nor Medicare covers these costs, losing one’s life savings to such costs is a natural fear.

The course discusses ways to avoid the nursing home, in-home care options, payment options, long-term care insurance, life insurance conversions and hybrids, Veteran’s and Medicaid benefits, special needs trusts, and more.

There have been significant changes to the Medicaid and VA rules. For example, did you know that paying a caregiver can disqualify you from receiving Medicaid benefits? Learn how to avoid the Medicaid “Estate Recovery” law, which seeks repayment from a person’s estate for benefits paid.

Learn about the VA’s proposed look-back period, which causes ineligibility if you make a gift or purchase an annuity within three years of applying for VA benefits.

Preview Long-Term Care / Medicaid Planning Class Materials

View all upcoming Long Term Care / Medicaid seminars

We have proudly accepted invitations to teach classes in these and other Detroit-Metro area communities.