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Signature Pierro Law Events
7th Annual Intergenerational Wealth Planning Seminar
Albany, NY - October 19, 2011 | 8:00am - 12:30pm
New York, NY - October 27, 2011 | 8:00am - 12:30pm
Description: Through a unique case study approach, an expert panel will bring to life a well-structured estate plan that illustrates how advisors can work together to help solve the problems and examine new planning opportunities available in 2011 and 2012.
Click here for more details and to register
16th Annual Elder Law Forum - Redesigning Long-Term Care in New York State
May 5, 2011 | 8:00am - 2:30pm
Location: NYS Nurses Association, Latham NY
Description: Premier Elder Law event on Long-Term Care Planning, Financing and Policy
Click here for more details and to register
2011 Events & Seminars
Strafford CLE Webinar on Medicaid Estate Recovery
November 29, 2011 | 1:00pm - 2:30pm
Location: Online
Speaker: Louis W. Pierro, Esq.
Topic: Medicaid Estate Recovery: Minimizing State Recovery of Long-Term Care and Medical Assistance Payments
This CLE webinar will provide guidance for counsel advising elderly clients and their families on navigating Medicaid estate recovery programs and procedures and for protecting estate assets and minimizing state recovery. Medicaid pays almost half the cost of all nursing homes and other long-term care expenses. Through Medicaid estate recovery programs, states can file claims against the estates of Medicaid recipients who received Medicaid assistance for long-term care and medical expenses. As Medicaid seeks reimbursement for the funds it paid, states may overreach and improperly place liens on property. Counsel must navigate Medicaid recovery programs and procedures to protect client interests. The panel will review these and other key questions:
•What forms of long-term care are included in Medicaid estate recovery?
•What assets are subject to Medicaid estate recovery?
•What steps can be taken to limit the reach and protect the estate's assets?
Register: Online Registration- Includes a 50% Off Pierro Law Group Courtesy Discount
November 1, 2011 | 12:30pm - 5:30pm
Location: New York State United Teachers, 800 Troy-Schenectady Road, Latham, NY
Speaker: Louis W. Pierro, Esq.
Topic: Roth to Riches - Planning and Pitfalls of IRA Conversions ; Business Valuation in Succession and Estate Planning
Register: https://www.cfgcr.org/pa_advresource11.html
New York State Bar Association - Elder Law Update: Medicaid Enhanced Estate Recovery
October 31, 2011 | 1:00pm - 2:30pm
Speaker: Louis W. Pierro, Esq.
Location: NYSBA Bar Center, 1 Elk Street, Albany, NY 12207 or Webcast
Topic: The recently enacted regulations, expanding the definition of “estate” for Medicaid recovery purposes in New York to include assets that pass outside an individual’s probate estate, represent a “sea change” in the practice of Elder Law. This webcast brings together a distinguished panel to provide a comprehensive analysis of the new regulations and how they will impact your practice in this area of law. The panel will focus on strategies and techniques for defending and challenging attempted recoveries, remediating existing plans, and crafting asset protection plans prospectively under the new regulations. You can’t afford to miss this important and timely program!
Credits: 1.5 MCLE Credits: 1.5 Professional Practice
Register: Online Registration
Disability 360 Webcast - Special Needs Planning
October 28, 2011 | 12:00pm - 1:00pm
Location: Online Webinar
Speaker: Jane-Marie Schaeffer, Esq.
Topic: Special Needs Planing and Supplemental Needs Trusts
The Chartis Diversity Office and DisAbilities ERG team invite you to join the webcast: "Disability 360 Degrees - Navigating Services and Support for Every Stage of Life". A panel of experts will speak on how to locate, and maximize, services for people with disabilities and their caregivers in your community. Key areas of interest will include getting appropriate education, healthcare, therapeutic services, transportation, housing, employment and necessary legal services when you or a loved one is living with a disability.
Register: ERG@chartisinsurance.com
ElderCounsel New York Expanded Estate Recovery Webinar
October 20, 2011 | 1:00pm - 2:30pm
Speaker: Louis W. Pierro, Esq.
Topic: New York recently enacted new laws expanded the definition of “estate” for purposes of estate recovery. This webinar will review the new legislation with our presenters providing insight on how those regulations may impact planning, especially the use of life estates and irrevocable trusts.
Register: Reserve your webinar seat now!
Hudson Valley Estate Planning Day
October 15, 2011 | 8:30am - 2:00pm
Location: Mount Saint Mary College, Hudson Hall Auditorium, 330 Powell Ave., Newburgh, NY 12550
Speaker: Jane-Marie Schaeffer, Esq.
Topic: New York Medicaid Basics and Updates
The Hudson Valley Estate Planning Council will conduct its public awareness and education program, Estate Planning Day, in cooperation with Mount Saint Mary College. A light breakfast and lunch will be served. The program will begin at 8:30am and consist of two panels of speakers. Topics addressed will include Social Security, Medicare, Medicaid, retirement planning, long term care insurance, wills and trust, planned giving, and more.
Register: Reserve Early - Seating is Limited. Call Celeste at (845) 564-3654, at DeLorenzo Financial Planning Associates.
New York State Bar Association Elder Law and Trusts & Estates Law Sections Fall Meeting
October 13-14, 2011
Location: Adam's Mark Hotel, Buffalo NY
Speaker: Louis W. Pierro, Esq.
Topic: New York Medicaid Planning and Estate Recovery
The topic of this year’s program is BABY BOOMER PLANNING – A JOINT PERSPECTIVE. Speakers will highlight how Trusts & Estates and Elder Law attorneys work together in many common areas such as estate planning, new estate recovery statute and its affects, breach of fiduciary obligations, new planning ideas and updates in both areas of law.
Credits: Up to 6.0 credits Professional Practice and 1.0 credit Ethics
Register: For more information, contact: kplog@nysba.org
Monroe County Bar Association & the Estate Planning Council of Rochester CLE
October 6, 2011 | 8:30am - 12:30pm
Location: Locust Hill Country Club, 2000 Jefferson Road, Pittsford NY
Speaker: Louis W. Pierro, Esq.
Topic: New York Estate and Medicaid Planning in light of the 2010 and 2011 Legislative Changes
Register: http://www.mcba.org/Calendar/Detail.aspx?calendar=1&id=412
ElderCounsel LTC Insurance National Webinar
October 5, 2011 | 1:00pm - 2:30pm
Speaker: Louis W. Pierro, Esq.
Topic: In this webinar, we'll discuss "something old and something new" - we'll revisit the traditional forms of LTC Insurance and how they work, as well as some interesting new solutions that are yielding great planning results for clients across the country. Traditional LTCi - Reimbursement, Indemnity and Cash based designs. "Linked Benefit" designs which combine life insurance (or sometimes annuities) with LTCi. Underwriting nuances with those different product solutions (they are NOT all the same!). Creative planning concept solutions which combine the right insurance product with the right legal planning. And, most important, how these creative planning concepts tie into trust-based planning used in the elder law area.
Register: Reserve your webinar seat now!
Orange County Estate Planning Council
September 27, 2011 | 5:30pm - 8:00pm
Location: Santa Ana Country Club, 20382 Newport Boulevard, Santa Ana, CA
Speaker: Louis W. Pierro, Esq.
Topic: Estate Planning and Capacity Issues
Register: http://www.orangecountyepc.org/displayevent.web?EventID=5440
SEFCU Estate Planning Workshop: Up-to-date Medicaid and Home Care Rules (Capital Region)
September 27, 2011 | 6:00pm - 7:30pm
Location: SEFCU Headquarters, Dora Maxwell Auditorium, 700 Patroon Creek Boulevard, Albany, NY 12206
Speaker: Kimberly Strauchon Verner, Esq.
Topic: Estate and Long-Term Care Planning. Learn if your overall estate plan reflects your current wishes, if your current will is valid, are your assets protected, and if you need to worry about estate taxes. Plus, get up-to-date information on changes in estate planning laws from attorney Kim Verner.
Register: You can register for this free seminar by completing the online form or by calling 518-464-5321 or 866-733-2880 x5321
Life Happens Radio - Long-Term Care Workshop
September 24, 2011 | 9:00am - 10:00am
Location: 11 Executive Park Drive, Clifton Park NY
Speaker: Louis W. Pierro, Esq.
Topic: Long-Term Care Planning and changes in New York Medicaid
Register: (518) 688-8155
Medicaid Litigation Camp
September 19 - 20, 2011 | 8:30am - 5:00pm
Location: DoubleTree by Hilton Philadelphia Center City, Philadelphia, PA
Speaker: Louis W. Pierro, Esq.
Topic: In the first of its kind, the Medicaid Litigation Camp will provide attendees the legal and practical knowledge to effectively litigate in this area. Attendees will have the unique opportunity to learn the nuts and bolts of Medicaid litigation, and then "try" a case in front of our nationally-known instructors while receiving valuable feedback on their performance.
Register: www.eldercounsel.com/EducationCalendar.aspx
Medicaid "Lunch & Learn" Webinar
September 15, 2011 | 11:45am - 1:30pm
Location: 11 Executive Park Drive, Clifton Park, NY or Online Webinar
Speaker: Louis W. Pierro, Esq.
Topic: Lou will examine the important role LTC insurance plays in your clients' overall planning. At the same time, he will discuss the role of Medicaid in Long Term Care planning. Hopefully, your clients will make the decision to plan in advance for their potential LTC needs. However, some won't - they may either not be able to qualify for LTC insurance, or truly may not be able to afford the premium. What are their options then? Lou will help you navigate through the choices and option clients need to make when faced with the inability to get LTC insurance or in the face of crisis planning. Learn some of the nuances of Medicaid and its qualification guidelines, innovative planning techniques, and other potential sources for LTC funding and planning. This session is likely to fill up so register NOW!
Register: To attend for Lunch, contact Beth Jobbins at bjobbins@nyltcb.com or 518-688-8137. Register online for the Webinar
Wealth Accumulation Seminar
September 10, 2011 | 9:00am - 11:00am
Location: 14 Corporate Woods Blvd. First Floor, Albany NY
Speaker: Louis W. Pierro, Esq. & Jane-Marie Schaeffer, Esq.
Topic: Estate Planning in the LGBT Community & Federal and State Tax Laws for Same-Sex Couples
Register: Erica Cocca at ecocca@hallidayfinancial.com or 518-463-2200
Hudson Dollars for Scholars Golf Tournament
August 22, 2011
Location: Copake Country Club, Craryville NY
Sponsored By: The Pierro Law Group
Event: All proceeds to benefit the Hudson Dollars for Scholars program which awards high school seniors living within the Hudson City School District with financial aid scholarships for higher education. It also provides programs to help students apply for college and assist their families in understanding and working through the financial aid maze.
Register: Contact Bob Conte 518-929-3130 or Jim Mackerer 518-828-6408.
Life Happens Radio - Long-Term Care Workshop
August 20, 2011 | 9:00am - 10:00am
Location: 11 Executive Park Drive, Clifton Park NY
Speaker: Louis W. Pierro, Esq.
Topic: Long-Term Care Planning and changes in New York Medicaid
Register: (518) 688-8155
Albany Law School CLE in Saratoga Seminar Series
August 12, 2011 | 9:00am - 12:00pm
Location: Gideon Putnam Resort & Spa, Saratoga Springs NY
Speakers: Louis W. Pierro, Esq. & Philip A. Di Giorgio, Esq.
Topic: Estate Planning for New Yorkers in 2011 and Beyond: The New Rules of the Game
Topics for this program will include estate, gift and generation skipping transfer tax planning under the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010; new opportunities to minimize exposure to the New York estate tax; and estate planning for the elderly, the disabled and the poor in need of chronic care in New York under the new Medicaid rules.
Credits: 3.0 Professional Practice
Register: More Information - Lisa Rivage (518) 472-5888 or lriva@albanylaw.edu
Download Brochure (PDF)
Colonie Senior Service Centers - 18th Annual Salvatore R. Beltrone Golf Classic
August 8, 2011
Location: Schuyler Meadows Golf Club, Loudonville NY
Sponsored By: The Pierro Law Group
Event: Eighteen years ago Sal Beltrone committed himself to supporting the mission, programs and seniors of Colonie Senior Service Centers. This annual tournament that bears his name raises money for seniors, families and their caregivers. For over 25 years Colonie Senior Service Centers, an independent, community-based nonprofit corporation that supports, respects, and embraces the values and vitality of its senior citizens, has committed to helping seniors stay active and independent and is the largest provider of services for seniors in Colonie.
Register: (518) 459-2857
Life Happens Radio - Long-Term Care Workshop
July 30, 2011 | 9:00am - 10:00am
Location: 11 Executive Park Drive, Clifton Park NY
Speaker: Louis W. Pierro, Esq.
Topic: Long-Term Care Planning and changes in New York Medicaid
Register: (518) 688-8155
Ulster County NY Connects Long-Term Care Services Symposium for Consumers, Caregivers & Professionals
July 27, 2011 | 9:00am - 12:30pm
Location: Holiday Inn, Kingston NY
Speakers: Louis W. Pierro, Esq.
Topic: Medicaid in NY and Paying for Long-Term Care
Register: Open to the Public - 845-334-5307 for more information
2011 Planning for the Generations Symposium
July 20-22, 2011
Location: Hilton Chicago Hotel, Chicago IL
Speaker: Louis W. Pierro, Esq.
Topic: The Nation's premier forum for wealth planning professionals from all disciplines to explore solutions to today’s most challenging estate planning and elder law issues. Lou Pierro's presentations include: Piping Hot Planning: Gift Tax, GST and Asset Protection Strategies and the Role of Trust Protectors ; How the New Estate Tax Laws Affect Asset Protection for Seniors ; Designing the Best Medicaid Asset Protection Trust For Your Client
Register: www.planning4generations.com
Double H Ranch 15th Annual Golf Charity Golf Tournament
July 21, 2011 | 8:30am
Location: Fairways Of Halfmoon, Mechanicville, NY
Sponsored By: The Pierro Law Group
Event: The 15th Annual Golf Tournament raises money to support the programs at the Double H Ranch in the Adirondacks. The Double H Ranch, co-founded by Charles R. Wood and Paul Newman, provides specialized programs and year-round support for children and their families dealing with life-threatening illnesses. Its purpose is to enrich their lives and provide camp experiences that are memorable, exciting, fun, empowering, physically safe and medically sound.
Register: New York Long-Term Care Brokers - 518-688-8132
Life Happens Radio - Long-Term Care Workshop
June 25, 2011 | 9:00am - 10:00am
Location: 11 Executive Park Drive, Clifton Park NY
Speaker: Louis W. Pierro, Esq.
Topic: Long-Term Care Planning and potential changes in New York Medicaid
Register: (518) 688-8155
Living Resources Second Annual Golf Tournament
June 17, 2011 | 10:30am
Location: Orchard Creek Golf Club, Altamont NY
Sponsored By: The Pierro Law Group
Event: The Second Annual Golf Tournament is a fun and popular event to raise money for the programs of Living Resources. Living Resources offers a wide range of programs and services for people with disabilities, the elderly and their families throughout the Albany/Saratoga, NY region.
Register: Joan Meyer at (518) 218-0000
CPA Continuing Education Society of New York
June 16, 2011 | 8:30am - 12:30pm
Location: Wolferts Roost Country Club, Albany NY
Speakers: Philip A. Di Giorgio, Esq. & Jane-Marie Schaeffer, Esq.
Topic: Asset Protection & Wealth Preservation: Tax Law Changes and the Aging of America
Credits: 4.0 (2 Tax, 2 Advisory)
Register: Ed Gardner - 518-524-4904
Lorman CLE - New Era of Estate Planning in New York
June 9, 2011 | 8:00am - 4:30pm
Location: Century House Hotel, Latham NY
Speakers: Philip A. Di Giorgio, Esq. & Louis W. Pierro, Esq.
Topic: Phil Di Giorgio - Estate Taxation: The New Rules of the Game for 2011 and Beyond and Asset Protection Planning in New York | Lou Pierro - Planning for Senior Clients and New York Estate Taxes
Credits: 8.0 CLE
Register: www.lorman.com/ID383943
Capital Pride Week - Vintage Pride Lunch
June 5, 2011 | 1:00pm - 3:00pm
Location: First United Universalist Society of Albany, 405 Washington Ave., Albany NY
Speaker: Jane-Marie Schaeffer, Esq.
Topic: Medicaid Planning in New York for Same Sex Couples
Register: Dana LePage at dlepage@capitalpridecenter.org or cal 518-462-6138
Capital District Funeral Directors Association Lunch and Learn
May 26, 2011 | 12:00pm - 2:00pm
Location: Wolferts Roost Country Club, Albany NY
Speakers: Philip A. Di Giorgio, Esq. and Louis W. Pierro, Esq.
Credits: 1.0 Law
Topic: Crossing the Threshold: Planning for End of Life and Post-Death Matters
Cost: Free, But pre-registration is required
Register: Call Steve Basinait at 518-369-6631
Financial Planning Association of Northeastern NY - 11th Annual Symposium
May 12, 2011 | 1:55pm - 2:45pm
Location: NYS Nurses Association, Latham NY
Speaker: Kimberly Strauchon Verner, Esq.
Topic: The New Realities of Long-Term Care and Medicaid - An overview of the current information financial planners need to know about Medicaid, including current income and asset limitations, status of planning techniques, and a summary of changes recommended by the Medicaid Redesign Team. This session will also provide an objective evaluation of what services Medicaid might realistically cover in a variety of care settings, including home care, assisted living, rehabilitation centers and nursing homes.
Register: http://www.fpa-neny.org/meeting-a-events
CPA Continuing Education Society of New York
April 27, 2011 | 8:00am - 12:30pm
Location: Wolferts Roost Country Club, Albany NY
Speaker: Louis W. Pierro, Esq. & Philip A. Di Giorgio, Esq.
Topic: Asset Protection and Wealth Preservation - Tax Law Changes and the Aging of America
Credits: 4 (2 Tax, 2 Advisory Services)
Register: Ed Gardner - 518-524-4904
Albany Medical College Pillars Society Estate Planning Workshop
April 2, 2011 | 2:30pm - 3:30pm
Location: Colonie Country Club, Voorheesville NY
Speaker: Louis W. Pierro, Esq.
Topic: Many alumni, friends, and grateful patients have remembered Albany Medical College or the Albany Medical Center in their wills and estate plans. The Pillars Society, established to thank and recognize these generous individuals, reflects the collective strength and support for achieving excellence in medical education, research and patient care. Membership is offered to all individuals who have made a planned gift commitment to Albany Medical College or Albany Medical Center, regardless of the amount. The Estate Planning Workshop, held during Alumni Weekend, explores the lastest legal updates and techniques in estate planning and charitable giving strategies.
Register: Laura O’Brien, Director Gift Planning - 518.262.6835
Albany Law School 17th Annual Senior Citizens' Law Day 2011
April 2, 2011 | 9:00am - 12:30pm
Location: Albany Law School 1928 Building, 80 New Scotland Ave. Albany NY
Speaker: Kimberly Strauchon Verner, Esq.
Topic: The Government Law Center of Albany Law School will host the free community program, which includes workshops to educate senior citizens, family members, advocates and care providers about significant aging-related legal issues. Attorney Kim Verner will present on Future Care Planning for Adult Disabled Children. There will also be a Pro Bono Senior Clinic, offered in partnership with the State Bar Association Elder Law Section, where attendees can sign up for a free 30-minute consultation with a practicing elder law attorney.
Register: Open to the Public
Business Killers - 6 Mistakes That Consistently Cause Businesses to Fail
March 30, 2011 | 9:30am
Location: KeyBank, Downtown Saratoga Financial Center, Saratoga Springs NY
Speaker: Louis W. Pierro, Esq.
Topic: We never plan to make mistakes! As business owners, you're focused on running your business. Every day brings new challenges, opportunities and decisions. But there are six mistakes that consistently cause businesses to fail. And you need to know what they are and how to avoid them! Business Killers program can help you learn from the mistakes of others.
Register: Contact Stephanie Heslin 518-587-0820
American Heart Association 28th Annual Capital Region Heart Ball
March 5, 2011 | 6:00pm
Location: Hall of Springs, 108 Avenue of the Pines, Saratoga Springs NY
Sponsored by: The Pierro Law Group
Event: The 28th Annual Capital Region Heart Ball joins community, business and medical leaders together for an unforgettable evening to support the American Heart Association’s life-saving work within the Capital Region. The theme of the Heart Ball this year is “Hearts on Fire” and the program will focus on the American Heart Association’s Mission and on the passion surrounding the lives that are saved through the funding of our critical cause. The funds donated at the event will go a long way toward fighting heart disease and stroke, the #1 and #4 killers of all Americans. The Heart Ball is also a great opportunity to celebrate life and to remember that each of us plays a part in making our communities healthier, happier places to live.
Register: www.heart.org/capitalregionnyheartball
Albany Law School Panel Discussion on Legal Issues Affecting U.S. Veterans
February 28, 2011 | 7:00pm
Location: Albany Law School's Matthew Bender Class Room, Albany NY
Speaker: Kimberly Strauchon Verner, Esq.
Topic: Long-Term Care Benefits and Estate Planning issues for Veterans and surviving spouses
Description: A panel discussion with attorneys well-versed in veteran-related law will cover issues affecting U.S. veterans, including navigating the Veterans Affairs (VA) system, eligibility requirements for various benefit classifications, and common liability issues for VA hospitals. This event is free and open to the public. The event is sponsored by the Albany Law School Chapter of the National Academy of Elder Law Attorneys, the Albany Law School Health Law Society and the Albany Law School Women's Law Caucus.
Register: Contact 518-445-3208 or ncrou@albanylaw.edu
Brooklyn Bar Association CLE - What You Really Need to Know to Practice Elder Law
February 3, 2011 | 6:00pm - 8:00pm
Speaker: Louis W. Pierro, Esq.
Location: Brooklyn Bar Association, Brooklyn NY
Topic: State of the Art Elder Law Document Drafting CLE
Decription: With the Baby Boomer generation beginning to turn 65 this year, the number of seniors and their needs will grow geometrically, and with it the need for competent Elder Law attorneys. Whether you are interested in adding Elder Law to your current practice, or in adding profitability to an existing Elder Law practice, automating the documents that your clients will need and searching out the educational services and other practice management tools are key. This session will highlight the most important subject matter for an Elder Law practitioner, and ways to stay efficient while growing your practice.
Register: Brooklyn Bar Association or call 718-624-0675
Financial Planning Association of Northeastern New York
January 20, 2011 | 7:30am - 9:00am
Speaker: Louis W. Pierro, Esq.
Location: Wolfert's Roost Country Club, Albany NY
Topic: 2011 Estate Planning Update
Description: With a complete revamping of the federal estate and gift tax laws, and extension of the other Bush tax cuts, financial and estate planning opportunities abound. But with the new laws only in effect for 2011 and 2012, the sunset has only been moved back 2 years, and the battle over tax cuts will be waged again next year. This session will cover strategies designed to take advantage of the new $5,000,000.00 federal gift tax exemption (with a 2 year law it is impossible to plan to take advantage of the estate tax exemption), gaining leverage with the interest rates that are at historically low levels, using GRAT’s, Sales to Defective Grantor Trusts and CLAT’s, and planning for NYS estate taxes in light of the new federal exemptions. This year’s Heckerling conference is taking place Jan. 10 to 14, and if you can’t make it to Orlando, don’t miss this program which will highlight the best ideas from the national pundits.
Register: Online at www.fpa-neny.org
Materials: Email news@pierrolaw.com
