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Elder Law & Estate Planning Presentation

Elder Law & Estate Planning Presentation

January 29, 2022

Please read through this wonderful, comprehensive presentation I have put together for you.

In this presentation, I layout point-by-point, clear structure on:

• Types of Long Term Care

• How Care Will be Paid For

• Medicaid Limits

• Medicaid and Your Home

• Nursing Home Rules & Resources

• Transferring of Assets & The 5 Year Rule

• Estate Tax Rules & Exemptions

• Federal Tax Reform Rates & Changes

• Veteran Benefits

• Advanced Directives

• Protecting Assets

• And My Very Own: Okrent’s Transfer Matrix

You can hear and see this presentation live at one of my many events I offer for free.

Or you can make an appointment and we can talk one-on-one about how to best craft a plan that suits your needs.

Ask me your questions & I hope to have an exchange of information and good conversation about your personal situation.

Thank you! Dave

Click here for a download of Okrent’s Elder Law Power Point 2024 for a set of Power Point Slides covering an array of topics in Elder and Estate Planning and for pdf of same click here 2024 PDF Power Point Note Slides.