Webinars & Seminars
Essential Components of Estate Planning for Seniors
Frederick M. Misilo, Jr.Shareholder
Wed. Nov. 3, 2021
12:00 - 1:00 p.m.
12:00 - 1:00 p.m.
Attorney Frederick Misilo will be speaking at Family Balance New England for Dell. Topics Attorney Misilo will cover in this session:
- Updating decision-making documents, e.g. durable powers of attorney, health care proxies and HIPPA releases.
- Ensuring that property passes “outside” of Probate Court involvement.
- Understanding the importance and usefulness of trusts.
- Minimizing estate tax liability on the state and federal level.
- Protecting the interests of adult children, grand-children and other beneficiaries to ensure that property that will pass to them will be safeguarded from unintended consequences (i.e. divorce, creditors, loss of government benefits, etc.)
- Basic understanding of long term care costs and how to protect the home and other assets if Medicaid is needed.
- Ensuring that all property has the proper legal title/ownership status, beneficiary designations, and allocations.