Plan for Today, Tomorrow, & The Future: The Completed Puzzle
Social workers and other professionals! Join us for an informative workshop on Elder Law, Medicaid and Estate planning. This workshop offers 2 CEU credits to NYS-licensed social workers and other professionals. Proper estate planning offers peace of mind knowing that a plan is in place to protect what matters most to you and your loved ones. Understanding all the crucial parts to the estate planning “puzzle” can be challenging.
Aaron E. Futterman, CPA, Esq. and Law Partner at Futterman, Lanza & Pasculli, LLP, discusses the complexities of planning and offers insight into the various pieces of the estate planning puzzle, including:
Consequences of turning over the puzzle and starting blindfolded Building a solid foundation with the proper resource team members (starting the puzzle at the corners)
Challenging difficult family dynamics that can upend your pretty puzzle (includes estate litigation discussion)
Complications when the puzzle slips off the table
Loren Camberato
Gurwin Healthcare System
631.715.8623
