Upcoming Seminars

September 2019

DateTuesday, September 24, 2019  Time11:00am – 12:30pm

Location: The Law Office of James A. Ward, 7888 Wren Ave. Suite D-140, Gilroy CA

Date: Tuesday, September 24, 2019  Time:  6:00pm – 7:30pm

Location: The Law Offices of James A. Ward, 7888 Wren Ave. Ste. D-140, Gilroy CA

Date: Wednesday, September 25, 2019  Time: 2:00pm – 3:30pm

Location: The Law Offices of James A. Ward, 7888 Wren Ave. Ste. D-140, Gilroy CA

Date: Saturday, September 28, 2019  Time: 10:00am – 12:00pm

Location: Jackson Oaks Club House 3490 Oak Hill Court, Morgan Hill, CA 95037

October 2019

Date: Tuesday, October 1, 2019  Time: 11:00am – 12:30pm

Location: The Law Offices of James A. Ward, 1035 Minnesota Ave. Suite B, San Jose, CA

Date: Tuesday, October 1, 2019  Time: 6:00pm – 7:30pm

Location: The Law Offices of James A. Ward, 1035 Minnesota Ave. Suite B, San Jose, CA

Date: Thursday, October 3, 2019  Time: 11:00am – 12:30pm

Location: The Law Offices of James A. Ward, 1035 Minnesota Ave. Suite B, San Jose, CA

Date: Tuesday, October 29, 2019  Time: 11:00am – 12:30pm

Location: The Law Offices of James A. Ward, 7888 Wren Ave. Ste. D-140, Gilroy, CA

Date: Wednesday, October 30, 2019  Time: 2:00pm – 3:30pm

Location: The Law Offices of James A. Ward, 7888 Wren Ave. Ste. D-140, Gilroy, CA

Date: Wednesday, October 30, 2019  Time: 6:00pm – 7:30pm

Location: Morgan Hill Community Center, 17000 Monterey Street, Morgan Hill, CA

November 2019

Date: Saturday, November 2, 2019  Time:  9:00am – 10:30am

LocationThe Law Offices of James A. Ward, 1035 Minnesota Ave. Suite B, San Jose, CA

Date: Wednesday, November 6, 2019  Time:  2:00pm – 3:30pm

LocationThe Law Offices of James A. Ward, 1035 Minnesota Ave. Suite B, San Jose, CA

DateWednesday, November 6, 2019  Time:  6:00pm – 7:30pm

LocationThe Law Offices of James A. Ward, 1035 Minnesota Ave. Suite B, San Jose, CA

Date: Thursday, November 7, 2019  Time:  11:00am -12:30pm

Location: The Law Office of James A. Ward, 1035 Minnesota Ave. Suite B, San Jose, CA

DateTuesday, November 19, 2019  Time11:00am – 12:30pm

Location: San Juan Oaks Golf Club, 3825 Union Road Hollister, CA

Date: Wednesday, November 20, 2019  Time:  11:00am – 12:30pm

Location: The Law Offices of James A. Ward, 7888 Wren Ave. Ste. D-140, Gilroy CA

Date: Wednesday, November 20, 2019  Time: 6:00pm – 7:30pm

Location: The Law Offices of James A. Ward, 7888 Wren Ave. Ste. D-140, Gilroy CA

Date: Thursday, November 21, 2019  Time: 11:00am – 12:30pm

Location: Morgan Hill Community Center, 17000 Monterey Street, Morgan Hill, CA

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