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Webinars: Listen & Learn!

Need to learn more about a topic? Want to listen at your own pace? When it's convenient for you, check out the webinar replays below and pick up a thing or two from our attorneys.


POAs and Executors and Trustees... Oh, My! What's the Difference??
POAs

Whether you've been named one of these roles for someone else or you're thinking about who you should name in these roles for yourself, there's a lot to know! Attorney Jeff Rivard clarifies the differences, similarities, and responsibilities of a POA agent, executor and a trustee. Also, learn the answers to some other common questions regarding who should be named (and if multiple people can be named) in each role.

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Issues to Consider When a Child with a Disability Turns 18
Child's 18th birthday

On your child's 18th birthday, she or he literally becomes an adult overnight. This creates new benefit and decision making structures you need to be aware of. There are a variety of decision making options, so it is important to consider what is appropriate for your child. In this webinar, Attorney Colleen Masse discusses how supported decision making works, what a power of attorney and advance directives do, the difference between conservatorships and guardianships, how to use public benefit programs to help your child live as independently as possible, and how a trust can help protect public benefit eligibility.

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Estate Planning Webinar: Getting Your House in Order with an Estate Plan
Estate Plan

Attorney Ruth Fortune discusses the main documents that should be in your estate plan and why they are needed.  Learn about why a Will is important, who can make your health care decisions if you can’t, and how to appoint someone who can manage your finances if you’re incapacitated. Also, find out how to name guardians for minor children, and what a trust is and if you may need one. Even if you've already drafted an estate plan, you can benefit from this session and make sure your documents are up-to-date.

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Using Annuities as an Asset Protection Tool
Protection Tool

What if you didn’t do any long-term care planning and an unforeseen crisis hits?  Can you still protect your nest egg? The answer is yes, but the tools are complex! In this webinar, Attorney Lara Schneider-Bomzer talks about Single Premium Immediate Annuities and how and when they can be used as an asset protection tool.

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The Connecticut Uniform Trust Code (UTC)
UTC

You may have heard about new trust and IRA tax laws and you may be wondering if and how these laws affect you. In this webinar, Attorney Jeff Rivard discusses the Connecticut Uniform Trust Code (UTC) and some new laws that provide benefits that didn’t exist before... and some that may cause you to consider updating what you have in place. Additionally, Attorney Rivard talks about the new SECURE (“Setting Every Community Up for Retirement Enhancement”) Act and how and if the new rules can affect you and your beneficiaries of your IRA or other qualified account.

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Understanding and Preparing for Long-Term Care Costs
Costs

Long-term-care costs are no joke. You've probably heard stories of people losing their life savings in a matter of months. And on the flip side, you've also heard of those who seem bulletproof to the costs. Attorney Colleen Masse explains what you can do to protect your assets from Connecticut’s high long-term care costs and how a trust can be a powerful planning tool.  In addition, Colleen talks about Medicaid – from how to qualify to its very confusing rules, and also what you can do to protect your nest egg if a crisis situation arises.

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Understanding Probate in Connecticut
Probate

There's lots to know about Probate in Connecticut! Attorney Paul Knierim, a retired Connecticut Probate Judge (who was also the administrator of all of Connecticut's 54 probate courts) discusses how you can avoid probate (but not the probate fee!) with a living trust. Also, learn how probate court is involved with adults with intellectual disabilities, children’s matters, quarantine orders, and more.

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