2019 Client Seminar on Estate Planning, Real Estate, and Elder Law Issues
We invite you to attend a seminar specifically designed for our clients. There have been a significant number of changes to the estate planning rules, the role and use of powers of attorney, long term care and “elder law” planning, and Medicaid eligibility over the past several years. This year our client seminars will revisit some of the changes, and take a look at the practical impact of these changes on you and your estate plans. We will also provide an update of law changes that have occurred in the past two years. The following is a list of some of the topics that will be visited at each of the estate planning seminars:
Ohio has repealed the Ohio Estate Tax effective January 1, 2013. With a current Federal Estate Tax exemption of $11,400,000, and the portability of that exemption between spouses, what does this mean for your existing trusts and estate plans? Do you still need the trusts?
A refresher on the status of the Federal Estate Tax and “basis” step-up rules: Why the estate tax is relevant for even small to modest estates.
Beyond a review of your Trust or Last Will & Testament: The importance of reviewing how your assets are titled.
Understanding the role, responsibilities, and obligations of a person acting as a health care agent under a Living Will or Health Care Power of Attorney. The need for HIPAA waivers and authorizations.
Income tax savings opportunities during the course of an estate or trust administration.
Update on Medicaid eligibility requirements and its impact on planning for Long Term Nursing Home costs.
Considering a move to Florida? A discussion of some practical considerations; seasonal and permanent.
A look at many of the other changes, both enacted and proposed, to Ohio, Florida, and Federal laws that effect your estate plans.
Dates: August 7, 2019 (Wednesday) from 3:00pm to 5:00pm and from 6:00pm to 8:00pm
August 8, 2019 (Thursday) from 3:00pm to 5:00pm and from 6:00pm to 8:00pm
(This seminar will be presented at two different times on each of the days)
Where: All seminars are being held at: Westlake Recreation Center (Conference Rooms)
28955 Hilliard Road, Westlake, Ohio 44145
Due to space limitations, please R.S.V.P. at (440) 892-2040 so that we may plan for accommodations.
(Each Seminar is limited to 75 attendees)
(This seminar is for our clients, their families and friends)
If you were unable to attend, but would like a copy of the seminar outline, complete the information form below and include a request for the outline in the comment section below.