Estate Planning

Learn ways to help protect your estate and assets as you grow older from an elder law attorney during this free lunchtime program.

As you grow older, it is a good idea to have your legal documents reviewed by an Elder Law Attorney. Your Will, for instance, should now have a special provision that protects your estate if your spouse is in a nursing home at the time of your death. You should also consider the use of a retained life estate on the deed to your home to ensure that your property is not put at risk if you should need Medicaid benefits to help pay for nursing home costs.  A new Power of Attorney with a Statutory Gifting Rider allows your spouse or adult children to fund a trust or make other asset transfers to help qualify you for Medicaid benefits.

On this page:

Learning Outcomes

  • Understand how you can change your will, use a retained life estate and use other tools to protect your assets

Intended Audience

UB faculty, staff, their families and retirees

Prerequisites

None

Fee

Free

Class Schedule and Registration

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

All others please email ub-eap@buffalo.edu or call 645-4461 to register.

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Instructor

Lisa J. Allen, JD

Attorney; Adjunct Professor

Law School

Phone: 716-580-3113

Contact for Questions

UB EAP Staff

Employee Assistance Program

Phone: 716-645-4461

Email: ub-eap@buffalo.edu

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 training@buffalo.edu prior to attending the class. Please allow ample time for OD&T to work with the Office of Accessibility Resources to arrange accommodations.