Learn about estate planning, medicaid planning and common asset projection tools in this lunch-time series.
UB faculty, staff, their families and retirees
UB faculty and staff, please log in to UB EDGE to register. For assistance with UB EDGE, please email email@example.com or call 645-4459.
All others please email firstname.lastname@example.org 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 email@example.com or call 645-4461.
|Wills, Trusts and Estate Planning||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. 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|
|Common Asset Protection Tools||The biggest risk to the financial security of most older persons is the possibility of disability and the need for long term care. Many tools and strategies are available to prevent catastrophic losses. This session will explore some common strategies, such as, deed transfers with retained life estates, irrevocable (Medicaid) trusts, revocable trusts and the use of caregiver agreements.||Register in UB EDGE|
|Estate Planning for Disabled Beneficiaries||This session will address important considerations for planning when you have a family member with a disability. It will provide important information on different forms of Supplemental Needs Trusts, special challenges when planning with retirement benefits, review asset protection and Medicaid Planning considerations if long term care is needed by a parent and different forms of Guardianships.||Register in UB EDGE|
Judy N. Cuzzacrea Wagner
Attorney at Law;
Harris Beach PLLC