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 Basics, Long-Term Care / Medicaid Planning. Learn more and register online by clicking on your desired class below.
There are currently no upcoming events.
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.
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
When you hear the term “sibling rivalry,” you probably picture kids squabbling over who got the bigger piece of pie or jockeying for a favored seat in the car on a road trip. Those fights may irritate parents, but they are momentary and usually e… Read More
Many people put off making an estate plan, for a variety of reasons. Sometimes it is discomfort with confronting mortality; sometimes it is just that they are too busy with the press of daily obligations. But often, it is because they have concerns a… Read More
The great majority of the time, individuals involved in the probate process behave diligently and honorably, and any mistakes are innocent and readily resolved. Unfortunately, from time to time, people behave dishonorably with the intention of enrich… Read More