Planning Basics in Uncertain Times

Date: 5/14/2020
Start Time: 12:00 PM
End Time: 2:00 PM
 We're partnering with Brookdale Senior Living Solutions in Niskayuna, which is sponsoring a Zoom meeting with
James Barnes, Esq. from the Elder Law & Estate planning law firm of Burke & Casserly, P.C. The topic is creating, updating, and/or finalizing your estate planning from home -- while following the current recommended safety guidelines.

You'll need to provide an email address and your library barcode to participate. The law firm will send you an email with the credentials to log in to the videoconference.

The reality of COVID-19 has forced people to consider many “what if” scenarios that were previously unthinkable. During this New York “Pause,” it is an important time to ensure that your estate and long-term care planning is securely in place. For many, this presents an opportunity to review past planning, including Wills and other legal documents, and any updates that might be necessary or advisable. Here are some questions to contemplate:
 What authority and documentation should be in place for someone else to address matters for you during your lifetime, especially during a crisis?
 What are some specific issues to consider relative to both health care and financial decision-making, including Living Wills, Health Care Proxies, Powers of Attorney, and other advance directives?
 What are some best practices to ensure that your estate planning is simple, secure, efficient, and comprehensive? Does your Last Will and Testament address your needs, or would a basic Trust help you to achieve your ultimate goals?
 How do you protect your assets while ensuring access to quality long-term care services?
We will be discussing each of these questions in detail, allowing time for your personal questions as well. Finally, we will also cover legislative updates impacting eligibility for Medicaid, as well as legal issues being raised in light of COVID-19 (including options for remote document execution).

Location: Offsite
Registration Ends: 5/12/2020 at 12:00 AM
Contact: Maria Buhl
Presenter: James Barnes, Esq., Burke & Casserly, PC
Status: Closed

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