Hartford County Estate Planning Lawyers Czepiga Daly Pope & Perri HomeWebinars: Listen & Learn!
POAs and Executors and Trustees... Oh, My! What's the Difference??
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.
LISTEN TO WEBINARRelated Articles:
- Should You Be a Trustee? (What you should know before you say Yes)
- Tips for Executors: 7 Steps to Administering an Estate
- What is a Power of Attorney and Who Should You Choose?
- Financial Responsibilities of a Trustee
Issues to Consider When a Child with a Disability Turns 18
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.
LISTEN TO WEBINARRelated Articles:
- Special Needs Planning During the COVID Era
- Special Needs Planning: Choose a Trustee with a Network
- 5 Things to Think About When Your Child With Special Needs Turns 18
- How to Solve Housing Problems for a Loved One With Special Needs
- How a Special Needs Trust Changed My Life
Estate Planning Webinar: Getting Your House in Order with an 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.
LISTEN TO WEBINARRelated Articles:
- New Connecticut Laws: How Will They Affect Your Estate Plan?
- Estate Plan Updates: Why They Matter and When to Make Them
- Looking Out for Your Grandkids – 4 Estate Planning Steps for New Parents
- Why an 18 Year Old Needs an Estate Plan
Using Annuities as an Asset 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.
Related Articles:
- Annuities as Asset Protection for Couples: Smart Move If You Do It Right
- Czepiga Daly Pope & Perri Scores Another Win for Medicaid Clients
- Transfers to a Medicaid Irrevocable Trust
The Connecticut Uniform Trust Code (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.
Related Articles:
- Overhaul in Connecticut Trust Law, Finally
- New Connecticut Laws: How Will They Affect Your Estate Plan?
- Beneficiary Designations: Don’t Wait Any Longer
Understanding and Preparing for Long-Term Care 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.
LISTEN TO WEBINARRelated Articles:
- Medicaid Planning Companies are Bad News. Here’s What Your Need to Know
- Need Help with a Medicaid Application? Choose Wisely
- How to Qualify for Medicaid Benefits by Planning Now
- Be Careful: Transferring Asset to Qualify for Medicaid in Connecticut May Backfire
- Rules of Medicaid Eligibility
Understanding Probate in Connecticut
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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