Looking to make your life easier and to improve client satisfaction? A holistic approach to daily money management and a close relationship with a client's attorney and other professionals increases client satisfaction and makes your life easier. This session draws attention to the essential role the Daily Money Manager plays in motivating clients to [...]

Have you heard about New York State's Fully-Integrated Dual Advantage Plan ("FIDA")? Are your loved ones receiving notices about FIDA? Come learn the basics of FIDA, what it can mean to our clients, and why time is of the essence to pay attention and take action.   Date: Wednesday, March 11, 2015 Location:  Carnegie [...]

This presentation will focus on the use of trusts in estate planning for the aging population. It will including discussions on managing assets to qualify for benefits, converting available resources to exempt assets, types of Medicaid exemption trusts and capacity to create such trusts, and fraud and abuse with trusts. Date:Wednesday, February 25 [...]

Identifying your Strengths, Weaknesses, Opportunities and Threats (SWOT) is a valuable business tool. Make your efforts even more effective by learning how to create a plan to define, prioritize, and implement the metrics identified in your SWOT. This seminar will focus on the two critical reports that will help you focus your time and [...]

This session focused on the essentials of health and insurance advocacy, and guide you through managing hospital stays, emergency room visits and nursing home admissions; protecting legal rights and independence; and identifying and responding to neglect or abuse. Date:February 9, 2015 Location:Alzheimer's Association New York City Chapter, 360 Lexington Avenue, 4th Floor, New York, [...]

This session will focus on the essentials of health and insurance advocacy, and guide you through managing hospital stays, emergency room visits and nursing home admissions; protecting legal rights and independence; and identifying and responding to neglect or abuse. Date: Monday, February 9, 2015 Location: Alzheimer's Association New York City Chapter 360 Lexington Avenue, [...]

This session looks behind the numbers at abuse and undue influence of elderly and disabled dependent adults. You will learn why the new NY Power of Attorney and Statutory Gift Rider has become more important than your client’s will. We will look behind the curtain into the real world of “guardianship” to explore the [...]