Elder Law workshops to begin Wednesday Nov. 10 in Sun City

I will begin a series of Elder Law workshops starting Wednesday Nov 10 at Pinckney Hall in Sun City. Each workshop starts at 10:30 a.m. You can reserve your place by calling 843-757-5294. Bagels, muffins and coffee will be served at each event.

The first workshop is Elder Law 101. We will cover basic estate planning tools such as wills , revocable and irrevocable trusts , power of attorney , Veteran's benefits , Medicaid and nursing home planning , joint bank accounts, and several other items.

On December 9, 2010 the workshop topic will cover Long Term Care Planning. This will be a joint presentation. Sam Grossley, a Certifed Financial Planner with Mass Mutual ,and expert in long-term care insurance products, will review the various types of long term care insurance products. I will describe the basic eligibility requirements for medicaid and VA benefits eligibility and some planning techniques that are available. This should give attendees an ability to see two alternatives methods of planning for long-term nursing home care.

On January 27, 2011 the third Elder Law workshop will be exclusively on the topic of Trusts and Being a Trustee, including revocable living trusts, irrevocable trusts, special needs trusts , residential real estate trusts , credit shelter trusts , and other types of trusts. The first 10 callers to sign up will receive a free copy of a "Guide for Administering the Revocable Living Trust- What every Trustee Should Know" by Thomson/West Publishing.

Sorry, but only residents of Sun City may attend.