Workshop 1
(pick one)
9:45 – 10:45 A.M.
THEATER:
Estate Planning/Elder Law 101:
Nuts and bolts of estate planning to preserve your assets
An overview of basic estate planning documents, types of trusts, assets
preservation techniques, long-term-care and incapacity planning and
methods to avoid or mini
mize estate and gift taxes.
Moira Laidlaw,
ESQ
.
Shamberg Marwell
Hollis Andreycak & Laidlaw, P.C.
CRAFT ROOM:
Legal and Financial Planning for the Newly
Diagnosed Dementia Patient
Have you, your spouse or parent received a diagnosis of Alzhei
mer’s or
Dementia? Now is the ti
me you should start planning for the future. It is
i
mportant to take the ti
me to make decisions about
matters that will affect
health care and finances when you or your loved one can no longer
manage them.
Putting financial and legal plans in place now allows the person with
dementia to express wishes for future care and decisions. It also allows
ti
me to work through the complex issues involved in long-term care.
Michael J.
Greenberg,
ESQ
.
Keane & Beane, P.C.
Senior Law Day Community Outreach Coordinator
Bob Grenier,
CFP
®
Merrill Lynch Global
Wealth & Investment
Management
