In-Person: Client Update Meeting
October 17 | 11:00 am-12:00 pm
Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and changes in what we are doing in our practice, we urge you to try to attend one of our update meetings. Besides our usual practice of explaining the past years’ legal changes and document modifications, we anticipate that in our “planning spotlight” we will discuss “crisis” Medicaid planning strategies, which allow for asset preservation planning that can preserve significant amounts of a person’s assets even if they have done no “proactive” Medicaid planning and were to require immediate long-term care.