2017 Educational Series and Calendar of Events
Thursday, March 9 – 3:00 pm ∙ Protecting Inheritances from Divorce, Creditor Issues & Substance Abuse
The most common reason for creating an estate plan is to take care of your family & other loved ones, even long after you're gone. But sometimes, taking care of a loved one means hoping for the best & planning for the worst. We'll look at some of the divorce & creditor protection strategies available, as well as ways we've successfully assisted clients in planning for a child with a substance abuse issue.
Thursday, April 13 – 3:00 pm ∙ Making Your Estate Plan Work: Asset Alignment, Verification & Tracking
At Family Estate Planning Law Group, we know the most important thing is that our clients' families are cared for after they pass. To accomplish this, we must focus on how assets are titled at death. We'll discuss how to ensure your estate plan works: inital alignment of assets with the estate plan, verification of alignment from institutions & ongoing tracking of changes in value & ownership of assets.
Thursday, May 11 – 3:00 pm ∙ Caregiver Concerns with Dianne Savastano
With an aging population, many people are becoming the primary caregiver for a loved one. And many of us realize that the time may come when we need long-term caregiving ourselves. We welcome Dianne Savastano, owner of Healthassist, to discuss the challenges for caregivers, what to do when someone doesn't have a local caregiver, crucial information you should know & helpful resources.
Thursday, June 15 – 3:00 pm ∙ Answers to Your Social Security Questions
Join us for a look at the complex topics of Social Security & Medicare in one of our most popular sessions with Kurt Czarnowski (formerly of the Social Security Administration). He will be available to answer any of your specific questions. You can visit Kurt's website at www.czarnowskiconsulting.com.
Thursday, August 8 ∙ Annual Summer Social: Lowell Spinners Baseball Game!
Save the date; details to come!
Thursday, September 14 – 3:00 pm ∙ A Little Medicaid Planning Goes a Long Way: Protecting Your Assets with Irrevocable Trusts
As our population ages, we hear more & more about the importance of protecting our homes & assets from nursing home expenses. While revocable living trusts don't protect assets, an irrevocable trust (or "lockbox") can provide asset protection during life & may protect the value of your home & other assets.
Thursday, October 12 – 3:00 pm ∙ Protecting Your Digital Footprint with Chris Hawthorne
Today, the Internet touches almost every corner of our lives. We use online banking, access investment or retirement accounts, monitor social media, buy movies or music & store other valuable information. However, our information is often more vulnerable than we realize. Chris Hawthorne, a colleague & expert, will guide us through some of the most important steps to take to protect our digital footprint.
Thursday, November 9 – 3:00 pm ∙ Honoring Our Veterans: Specialized Planning & Benefits with Jerry Turner
If you or your spouse is a veteran, you may be eligible for benefits, including payment for long-term care. Local attorney Jerry Turner, an expert on veteran's benefits (as well as a friend & colleague), will lead this workshop. If you or someone you love is a veteran, this workshop is a must!
Thursday, December 14 – 3:00 pm ∙ Legal Update: Year-in-Review & Outlook for 2018
Join us for our annual end-of year-review! We'll discuss the changes we've seen in the estate, gift tax & Medicaid laws in 2017 & look at what may be on the horizon for 2018.
About Our Client Workshops
These free educational workshops are included as part of the Family Lifetime Planning Process. As laws change or as we come across relevant topics, we may add additional sessions throughout the year. We may also alter or cancel workshops due to low attendance with notice to any expected attendees.
Your loved ones, helpers, friends & trusted advisors are welcome at any of these sessions. If you're unable to attend, but would like the printed materials sent to you after the event, please contact our office & we'll be happy to accommodate your request.
How to Sign Up
- Use the 'Register Now' link above
- Call the office at (781) 246-8200, or
- Email us at email@example.com
Sessions held in our office are limited to 20 participants, so reserve your seat early! If you're unable to attend in person, but would like to join by conference call, please contact our office so we can make arrangements.
We look forward to seeing you!
If you would like to request the materials from any of our past presentations, email firstname.lastname@example.org and we will be happy to accomodate your request.
Wednesday, January 25 ∙ The Election's Impact on Your Estate Plan
With every new administration comes new legislation & new challenges. There is always speculation about what changes we could see, especially after such a contentious election season. Join us as we take a look at the potential impact of President Trump's administration on estate planning.
Thursday, February 9 ∙ De-Mystifying Qualified Retirement Plans: What You Need to Know - Canceled due to inclement weather
Do you want to provide for your grandchildren in your estate plan while ensuring your children have enough for retirement? Are you confused by required minimum distribution rules? Current inherited IRA laws make it more attractive to provide substantial wealth to your children & grandchildren through proper IRA planning, keeping IRAs growing tax-deferred for decades. We'll discuss inherited IRA strategies & the best ways to deal with required minimum distributions.