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Seminars

CT NAELA Presents its SPRING Seminar:

ELDER LAW UPDATES
Wednesday, November 6, 2019 (9:00 a.m. – 3:45 p.m.)
Four Points By Sheraton
275 Research Parkway, Meriden, CT
Continental breakfast and lunch provided

Join other elder law attorneys in a full day program to learn about:

  • New Uniform Trust Rules – Presented by Attorney Kelley G. Peck

An overview of some important developments stemming from the Connecticut Uniform Trust Code, including an overview of the law and trust drafting tips based on the many law changes, such as:

    • Enhanced protection for third party trusts
    • Opportunities to modify/terminate problematic trusts
    • New statute of limitations for trusts and changes to jurisdictional access to Probate Court
    • Changing presumptions in trust law
    • Efficacy (or lack thereof) of new self-settled asset protection trust planning in the benefits context
    • Changes in trustee notification responsibility and greater flexibility to provide notice to problematic beneficiaries
  •  Life Insurance Products – Presented by Michael Leone, Certified Insurance Consultant

Insurance products to fund long term care insurance, traditional, asset based and life insurance hybrids

  • Medicare/Medicare Advantage – Presented by Michael Leone, Certified Insurance Consultant

Comparing the alphabet soup of Medicare Programs and learning how to differentiate traditional Medicare vs Medicare Advantage.

  • Review of the new Durable Power of Attorney – Presented by Attorney Sandra Sherlock-White, Attorney Richard Sellman, and Attorney Edward G. Lang

Discussion of the Power of Attorney Act, issues related to real estate transactions, and specific optional powers to enhance the statutory provisions.

  • Ethical and Professional issues – Presented by Attorney Colleen M. Capossela from CATICPro, Inc.
    Cyber Security Awareness
    – Qualifies for 1-hour Ethics credit

TO REGISTER ONLINE AND PAY WITH A CREDIT CARD CLICK HERE

TO DOWNLOAD A MAIL IN REGISTRATION FORM CLICK HERE

Contact: Attorney Elizabeth Byrne at ebyrne@fgsb-law.com