Hartford County Estate Planning Lawyers Czepiga Daly Pope & Perri HomeWebinars: Listen & Learn!
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.
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- Annuities as Asset Protection for Couples: Smart Move If You Do It Right
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- Transfers to a Medicaid Irrevocable Trust
Connecticut Uniform Trust Code (UTC)
Attorney Brendan Daly discusses the key provisions of the Connecticut Uniform Trust Code. Included in the presentation are ways in which beneficiaries will be better informed, domestic asset protection trust (DAPT) and their ability to insulate assets from creditors. If you have a trust in place, this is a webinar not to miss! Brendan also spends some time talking about the SECURE Act.
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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