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2005 Estate Plan
Review Workshops
I hope everyone has
had a wonderful holiday season. I wanted to let you
know that I will be hosting a series of workshops
regarding changes in the laws for Medicaid, estate
planning, insurance, medical directives and
Alzheimer's issues that may impact you. Some will
be added as we go along, to address more specific
topics that may come up, as well as new topics that
develop as the year continues. Each will offer a
question and answer period.
This series will be
held for my clients and their family and friends,
to help bring you up to date. In the future, I will
post the workshops on my website or you may call to
see what other topics are coming, or that you are
interested in attending. Seating is limited, so
please call early to save a seat. When
reserving your space, please leave the following
information: name, # of people, phone # for
confirmation call or for any schedule changes, and
address correction, if any. Thank you, and I look
forward to seeing you at one or more of the
programs.
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Date
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Presenters
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Topics
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Thursday, January 27
at 10 am & 2 pm
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Doug Walker &
Melissa Sugar
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General Estate Planning Review &
Insurance Update
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Wednesday, February 23 at 12 noon &
Thursday, February 24 at 7 pm
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Lizzette Wilson-Steinberg &
Melissa Sugar
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Long Term Care Insurance & the
Alternatives
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Tuesday, March 15 at 7 pm
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Melissa Sugar
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The Probate Process
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Tuesday, April 12 at 7 pm
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Melissa Sugar
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Medical Directives
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Tuesday, May 17 at 10 am
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Kathleen Negri, J.D.
Author of Mom, Are You There?
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Living With Alzheimer's,
A Personal Journey
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Tuesday, June 14 at 10 am
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Jeanne Thompson
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Guardianships &
Conservatorships
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Tuesday, July 19 at 10 am
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Melissa Sugar
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Medicaid Planning Update
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Tuesday, August 16
at 10 am
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Melissa Sugar
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Estate & Gift Taxes
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