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Estate Planning


Adult Enrichment / Career, Technology & Finance -
Winter 2022

Advanced Concepts This class is for those who have already taken Estate Planning Essentials or who have a solid knowledge of estate planning basics. We will dive deeper into end-of-life planning. We’ll cover how to structure trusts for children and heirs to support them on their life journeys, while still encouraging their personal growth and achievement. We’ll then discuss additional tax planning techniques to minimize estate and capital gains taxes, potential new tax law changes, as well as charitable giving tools that can build family unity and shared purpose. Please note: This is an online class.

Prepare for Long Term Care As we get older, many of us wrestle with important questions: Do I want to age in place or move to a new living environment? What will my health needs require? What can I afford? This class will focus on leveraging your assets to provide for your best possible care, while also protecting assets for children or other heirs. There are a dizzying array of options and technical rules that make this a complex planning area, filled with opportunities and pitfalls. Learn about various long-term care planning strategies and the pros and cons of each. This discussion will include the eligibility rules of the MassHealth program and asset protection strategies available to those engaging in advance or last-minute planning. Please note: This is an online class.

 February 2022 
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 March 2022 
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Instructor

David W. Adams


David Adams, Esq. is a resident of Arlington and founding partner at Pathway Law LLC, a firm specializing in estate planning, elder law, charitable planning, probate, and estate administration. Visit PathwayLaw.com

Benjamin Strobeck


Benjamin Strobeck, Esq. is an attorney at Pathway Law LLC, a firm specializing in estate planning, elder law, charitable planning, probate, and estate administration. Ben oversees the firm’s elder law and long-term care planning practice and is a member of the Massachusetts Chapter of the National Academy of Elder Law Attorneys. Visit PathwayLaw.com

CTF-EP: Advanced Concepts

  David W. Adams


Online
Tuesday, Feb 8
7:00 - 8:30 PM

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CTF-Prepare for Long Term Care

  Benjamin Strobeck


Online
Thursday, Mar 3
7:00 - 8:30 PM

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