FREE SEMINARS

Our seminars have been temporarily suspended due to the current COVID-19 restrictions. 

Please contact our office to schedule a FREE consultation appointment to learn more about Estate Planning and Medi-Cal Planning, and to see how it all relates specifically to you and your family. 

We’re still here and available to help you, and we thank you for your understanding.

About Our Free Seminars

Our office frequently provides free estate planning seminar style workshops to the public. Mr. Ward is also available to speak to private groups about Estate Planning, Elder Law and Medi-Cal Planning. Our estate planning seminar workshops typically go for a 90-minute period with a break after the first hour. Some groups prefer a short introductory presentation that’s five or 10 minutes in length followed by a question and answer period. If you’d like to book Mr. Ward for a speaking engagement  for your group, please call our office. In the first hour, Mr. Ward covers estate planning and tax considerations. We then have some refreshments and take a break for 15 or 20 minutes; in the second part of the workshop we cover Medicare and Medi-Cal Planning. We offer a free, private consultation for people who attend the workshops.

Elder law planning

Questions? Send us a Message!

 

Seminar Topics

Estate Planning

  • A Living Will
  • Health Care Directives
  • Durable Power of Attorney
  • HIPAA Release
  • Last Will & Testament
  • Revocable Living Trust

Tax Laws

  • Details about the gift tax and estate tax laws. Congress settled this at the very end of 2012. What does this mean for you & how should you move forward with adjusting your plan?
  • Whether or not you need to change your existing trust documents due to the new tax laws.
  • Why Living Trusts still benefit middle class people who have no concern about estate tax.

Elder Law

  • Medicare Coverage
  • Medi-Cal myths and misinformation
  • Learn why a standard Power of Attorney may cause problems for elder planning
  • The truth about “look-back” rules and why you may still be eligible for Medi-Cal even if you’ve transferred assets in the last 5 years
  • How to provide for your spouse before you spend on nursing home expenses
  • How assets may be preserved if you are currently in a nursing home
  • Why your nursing home insurance may be inadequate to meet your needs