2019 SEMINAR SCHEDULE


FREE 2-PART LEGAL SEMINAR
Presented by: Sara Polinsky, Attorney at Law
Part 1: Estate Planning 101: The Basics of Wills & Trusts.  Topics covered: What is a Will…What is a Trust…What’s the difference and which is right for you? Also: Explanation of Probate, Powers of Attorney, Health Care Directives, Choosing Who’s in Charge, Joint Tenancy, Tax Consequences, and much more will be discussed!
Part 2: Planning for Long Term Care: Understanding Medi-Cal Long Term Care Program, VA, Reverse Mortgages and more!  Topics covered: How to qualify for State Medi-Cal benefits to pay for long term care while legally protecting your home, savings and assets, brief overview of Reverse Mortgages, VA Benefits, Assisted Living vs. Home Care. Also: How to avoid recovery after death and When a Trust is not enough? Current rules for eligibility will be explained, as well proposed changes. (If you have a family member, friend or loved one facing long term care, you cannot afford to miss this!)

Part 3: Most Common Planning Mistakes

This class will discuss and dispel all the myths you hear about…and finally set the record straight. Come and learn about the most common mistakes people make when dealing with their property, wills, heirs, Medi-Cal planning and more!

OneGeneration Senior Enrichment Center (18255 Victory Blvd., Reseda, CA)
Part 1: Estate Planning 101 Tuesday, January 15, 2019 10am-11:30am
Part 2: Planning for Long Term Care Tuesday, February 19, 2019, 10am-11:30am


Azusa Senior Center (Azusa, CA)

Most Common Planning Mistakes People Make Wednesday, February 20, 2019, 10am-11:30am


Glendora Senior Center (333 E. Foothill Blvd., Glendora, CA 91741)

Part 2: Planning for Long Term Care Wednesday, February 27, 2019, 10am-11:30am


Diamond Bar Center (1600 S. Grand Ave., Diamond Bar, CA)

Most Common Planning Mistakes People Make Wednesday, March 20, 2019, 10am-11:30am


Duarte Senior Center (Duarte, CA)

Part 1: Estate Planning 101 Wednesday, April 24, 2019 10am-11:30am

Part 2: Planning for Long Term Care Wednesday, May 22, 2019, 10am-11:30am


 

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