Estate Preservation Law - Estate Planning - Asset Protection - Special Needs Planning
Protecting Assets During Your Lifetime. Preserving Them For Future Generations.

Estate Preservation Law Offices - Events

Monty Tech Nites
1050 Westminster Street
Fitchburg , Massachusetts 01420
Workshop Descriptions:

Special Needs Planning
Tuesday, March 13, 2018
6:30 - 8:30pm

Anyone with a disabled or special needs loved one knows that the conventional answers do not always work in an unconventional situation. Planning for disabled or special needs individuals brings a unique set of challenges. In fact, in addition to the traditional planning considerations, special needs and disability planning involves navigating a complicated set of federal and state laws and regulations. Preserving eligibility for benefits and entitlements is of paramount importance, as is establishing and maintaining the appropriate quality of care and life for the disabled or special needs individual. If you find yourself in these special circumstances please attend this workshop to hear answers regarding the benefits and entitlements you should be aware of.


Estate Plans - Do You Have One?
Tuesday, March 20, 2018
6:30 - 8:30pm

In the hustle and bustle of today's world people frequently think of "Estate Planning" as something to do "later." In actuality, there is no time like the present! The baby boomer generation and elders today are living longer and enjoying active and dynamic lifestyles. At the same time, they face extraordinary challenges when it comes to planning for their futures. Worry about financial security and how to protect assets for heirs in this economic environment where the cost of living along with the rising cost of healthcare and long-term care can eat up finances can be overwhelming. This evening workshop will introduce you to multiple aspects of estate planning. We will discuss typical estate planning issues including estate tax and income tax minimization, wealth transfer planning, long-term care and nursing home planning, disability planning, and probate avoidance. Come join the discussion and discover what you need to know now about estate planning.


Legal Planning for Long-Term Care and the Nursing Home:
Tuesday March 27, 2018
6:30 - 8:30pm

One of the biggest concerns for the aging population is how they will pay for the cost of a nursing home. With the rising cost of long-term healthcare, even a brief nursing home stay can rapidly deplete a person’s retirement savings. Spouses worry about protecting assets for each other if one of them had an extended nursing home stay; and married or single, most everyone wishes to protect an inheritance for their children, grandchildren and other loved ones. The Medicaid rules for nursing home coverage are complicated and intimidating.  The good news is that there are many planning options that range from planning years in advance, to dealing with an emergency health crisis. Come join the discussion, have your questions answered, and learn from an experienced elder law attorney about the assortment of sound legal options you probably never knew existed.