Estate and Long Term Care Planning (Four-Part Series)

Learn about estate planning, medicaid planning, caregiving and retirement in this lunch-time series.

On this page:

Learning Outcomes

  • Learn about wills, advance directives and powers of attorney
  • Understand Medicaid eligibility and the factors involved
  • Learn resources for caregivers
  • Understand important considerations for retirement

Intended Audience

UB faculty, staff, their families and retirees





Class Schedule and Registration

UB faculty and staff, please log in to UB EDGE to register. For assistance with UB EDGE, please email or call 645-4459.

All others please email or call 645-4461 to register. If you wish to keep your registration and attendance for this EAP class private from your manager and others at UB, please register with EAP directly via email or call 645-4461.

Session Title
Session Description Registration
Wills, Trusts and Estate Planning Estate planning is the process where a person develops a plan to organize their personal and financial affairs in order to deal with the possibility of mental incapacity or death. This session will review the essential estate planning documents we all should have and why, including wills, advance directives, and powers of attorney. It will provide information on the different forms of trusts available and explain why they are useful. It will also explain “probate” and how the estate administration process works. Register in UB EDGE
Medicaid Planning Whether you have sizeable wealth or a modest estate, the cost of long term care can quickly deplete your estate. Planning for home care, assisted living or nursing home care may be complicated, particularly in terms of Medicaid eligibility. Medicaid provides payment for nursing homes and some community-based long-term care. Unfortunately, there are many misconceptions surrounding the Medicaid program and how eligibility is determined. This workshop will explain Medicaid eligibility, the rules about transferring assets and other actions that can impact eligibility. We will also discuss legal techniques that can be implemented to protect your assets, whether you are planning well in advance or have an immediate need for care.  This program will provide basic knowledge necessary to minimize the potentially catastrophic effect the cost of long term care can have on family wealth.  Register in UB EDGE
On Being a Caregiver Being a caregiver often creeps up on you without any warning. Now, in addition to your own life and responsibilities, a whole new commitment has been added to your already full plate, and you need to learn how to juggle it all. This program will explore some of the common caregiver tasks, provide resources to support you in your role as a caregiver, identify some of the major stressors involving caregiving and provide strategies on how to minimize, manage and prevent the stress of caregiving. Register in UB EDGE
Retirement 101   This workshop will discuss actionable steps to save, invest and prepare for retirement. Register in UB EDGE

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Judy N. Cuzzacrea Wagner

Attorney at Law;

Harris Beach PLLC

Contact for Questions

UB EAP Staff

Employee Assistance Program

Phone: 716-645-4461


The University at Buffalo is committed to providing reasonable accommodations to individuals with any disabilities. If you require accommodations to participate in this session, please contact Organizational Development & Training (OD&T) at (716) 645-4459 or prior to attending the class. Please allow ample time for OD&T to work with the Office of Accessibility Resources to arrange accommodations.