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Elder Law Workshops - FREE

Location:

Upper Arlington

Event Type(s): Education, Senior
Organization: City of Upper Arlington - Senior Center
Description: Elder Law Workshops
AlerStallings Law Firm is an Ohio based law firm specializing in estate planning, elder law, probate and veteran’s benefits. Attorney Brian Montana, Esq., provides four seminars as an educational tool for you. All of the workshops are free and advanced registration is required by calling 614-583-5320.

Elder Law Planning
Brian Montana Esq., provides an overview of the basic estate planning documents every older person needs, as well as popular asset protection planning techniques.
Act#: 553555 A
Friday, 9/15
Free, register by 9/13

Protecting Your Assets from the Big Bad Wolves
• How proactive planning can minimize future long-term care costs
• How to avoid probate and all its costs
• Hope to protect your IRA? 401K from high taxes and a long-term care catastrophe
• Do and Don’ts for transferring your assets (including home) to your children
• Estate tax and capital gains tax changes this year (and how to eliminate them)
Act#: 553556 A
Friday, 10/20
Free, register by 10/18

Veterans Aid & Attendance Pension
This presentation gives an overview of the pension, including eligibility requirements, financial guidelines, and the application process and advanced planning techniques.
Act#: 553557 A
Friday, 11/17
Free, register by 11/15

Don’t Go Broke In a Nursing Home
• How proactive planning can minimize future long-term care costs
• How to avoid the most common mistakes made when planning
• Dos and don’ts for transferring your assets
• How to fix your current plan to fit your desired asset protection
Act#: 553558 A
Friday, 12/15
Free, register by 12/13
Address: 1945 Ridgeview Road
Upper Arlington, Ohio 43221
Contact Name: Senior Center Staff
Contact Phone: 614-583-5320
Contact Email: parks@uaoh.net
More Info Link: www.wemakefunhappen.org
Date: Friday, 9/15/2017
Start Time: 12:30 PM
End Time: 1:30 PM
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