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Plan for Today, Tomorrow, & The Future: The Completed Puzzle - CE/Professional Event

Plan for Today, Tomorrow, & The Future: The Completed Puzzle - CE/Professional Event

Thursday, April 11, 2024 (5:30 PM - 7:30 PM) (EDT)

Description

Social workers and other professionals! Join us for an informative workshop on Elder Law, Medicaid and Estate planning. This workshop offers 2 CEU credits to NYS licensed social workers and other professionals.

Proper estate planning offers peace of mind knowing that a plan is place to protect what matters most to you and your loved ones. Understanding all the crucial parts to the estate planning “puzzle” can be challenging. 

Aaron E. Futterman, CPA, Esq. and Law Partner at Futterman, Lanza & Pasculli, LLP, discusses the complexities of planning and offers insight into the various pieces of the estate planning puzzle, including: 

Consequences of turning over the puzzle and starting blindfolded Building a solid foundation with the proper resource team members (starting the puzzle at the corners) 

Challenging difficult family dynamics that can upend your pretty puzzle (includes estate litigation discussion) 

Complications when the puzzle slips off the table 

Learn, earn, network with other healthcare professionals and enjoy dinner and refreshments, compliments of Gurwin Jewish ~ Fay J. Lindner Residences assisted living.



Gurwin Jewish ~ Fay J. Lindner Residences Assisted Living
50 Hauppauge Road
Commack, NY 11725 United States
Event Contact
Loren Camberato
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Thursday, April 11, 2024 (5:30 PM - 7:30 PM) (EDT)
Event open to all professionals; 2 CEU Credit Hours for Social Workers only.
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Conference
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