Jul
18
10:00 am10:00

Trust Administration Workshop

  • Capital Region Chamber of Commerce

Pierro, Connor & Associates |

Trust Administration Workshop

Signing Hand.jpg

LEARN HOW TO MAKE TRUST PLANNING WORK ONCE THE TRUST IS UP AND RUNNING

Capital Region Chamber of Commerce

5 Computer Dr. South

Albany, NY 12205

Speakers:

Louis W. Pierro, Esq
Aaron E. Connor, Esq.
Kevin Bottini, CPA
Sarah Van Buren, CPA

The work involved in administering a trust is a complex process. This workshop is designed to cover the trust administration process, as well as provide guidance for trustees and beneficiaries on specific topics such as:

  • Managing trust assets – How to choose the best trust investments and meet your obligations as Trustee
  • What reports need to be filed – different trusts require different reporting and accountings, learn what you need to know for your trust
  • Income tax and Estate Tax filings – Keys to saving taxes and reporting properly
  • Fiduciary accounting – how to keep accurate records, and account for trust activity properly
  • Deadlines – learn how to create a reminder system

 

If you are interested in attending, please Register here:

Or call 518-459-2100

 

If you can't make this event, then SAVE THE DATE for these future Trust Administration Workshops:

October 3, 2017, at 5:30 PM to 7:30 PM

Schuyler Meadows Club

17 Schuyler Meadows Club Rd, Loudonville, NY 12211

 

January 11, 2018, at 10 AM to 12:00 PM

Capital Region Chamber of Commerce

5 Computer Dr. South, Albany, NY 12205

 


May
25
8:00 am08:00

22nd Annual Elder Law Forum

DRAFT_22nd-ELF-Logo-4th-edition.jpg

As the federal government struggles to govern, and daily news stories (real and fake) provide the ultimate reality TV, seniors and people with disabilities, along with their 44 million caregivers, continue to suffer.  Managed Long Term Care in New York has deeply impacted Medicaid benefits, resulting in litigation and fair hearings.  Delays and denials have left frail elderly and disabled New Yorkers at risk, while costs for home care, assisted living and nursing homes put paying privately out of reach for the middle class.  Market factors have also caused the LTC insurance market to contract, forcing carriers to offer fewer benefits in policies to keep premiums affordable.

In our 22nd year of the Elder Law Forum, with Baby Boomers turning 71, and government programs and private solutions unable to meet demands, join us and our panel of experts to learn what the facts are in Long Term Care today, and what is being done to solve the seemingly insoluble problems to pave the way for enhanced services tomorrow.

Join us on May 25th for an open and frank discussion with government, provider, insurance, legal and aging experts to get “real news,” and up-to-the-minute information on:

  • NYS Medicaid, Managed LTC, Financing initiatives and navigating the Medicaid system for your clients;

  • Federal proposals (too numerous to list), that could bring radical changes to Medicare, Medicaid, and the Affordable Care Act;

  • Changes for providers of home care, assisted living and nursing home care, and how they are attempting to innovate to survive;

  • Insurance market changes and new product development to cover LTC.

These legal, social and financial issues will be discussed by speakers and panelists representing consumers, providers, advisors, insurers and the government.  The open dialog will give insights into current solutions, and how changes by the federal and state government will impact seniors and persons with disabilities throughout 2017 and beyond.  The program will also give insight into how to create unique strategies to enable people to receive and afford the care they need without becoming impoverished.

Highlights:

  • Individual presentations by leaders in the elder care market
  • An open forum for questions, answers, and discussion
  • Breakout sessions with audience participation that provide in-depth coverage of key topics

KEYNOTE SPEAKER

Howard Gleckman

Senior Fellow, The Urban Institute

Columnist, Forbes.com

Author, “Caring for our Parents”

Howard Gleckman is the author of Caring for Our Parents and is a Senior Fellow at The Urban Institute, where he is affiliated with both the Tax Policy Center and the Program on Retirement Policy.  

He speaks and writes frequently on long-term care and writes a weekly column on aging issues for Forbes.com. 

Mr. Gleckman was a 2006-2007 Media Fellow at the Kaiser Family Foundation and a 2006-2008 Visiting Fellow at the Center for Retirement Research at Boston College. He was a senior correspondent in the Washington bureau of Business Week, where he covered health and elder care, as well as tax and budget issues for nearly 20 years.

Mr. Gleckman chairs the Board of Trustees of Suburban Hospital (Bethesda, MD). He serves on the boards of Johns Hopkins Medicine and the Jewish Council for the Aging of Greater Washington and is a trustee of the Armstrong Institute for Quality & Safety. 

 

Attended annually, drawing 250 stakeholders in LTC, including the most influential people in the New York State marketplace.

Due to the generosity of our sponsors, admission is free, but seating is limited.

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May
18
6:30 pm18:30

My Home, My Castle: Tools and Techniques for Aging in Place

Three other chances to attend this seminar (see our Seminar page for full listings)

YMCA: Clifton Park

1 Wall St

Clifton Park, NY 12065

*Room A/B

*No Cost To Attend

No one dreams of spending the “Golden Years” in a nursing home. Yet millions of older adults do—simply because they can’t get or pay for the care they need at home. The consensus is that 70% of Americans age 65 and older will need Long Term Services and Supports (LTSS) at some point in their lifetime, but how many have planned for it?
 

Recently, the Society of Actuaries released new mortality tables showing increased longevity for 65 year-olds:  65 Year Old Males increases to age 86; 65 Year Old Females increases to age 88.8.  Join attorney Lou Pierro and care planning expert Katherine Rosenblatt for an informative and frank discussion about “longevity" planning to learn how you or your loved one can stay at home, maintain independence, ensure dignity, secure income and protect assets throughout your lifetimes.


This seminar will be about being able to stay in your home, and making it your health care fortress.  Even when health is poor, you can live comfortably, keeping in place what you worked so hard for.


What, Where, Who and How are some of the key questions on accessing and paying for Long-Term Care that will be covered. These answers will be vital to living as independently as possible, and receiving health care in your own home.  This discussion will include topics such as preparing your home for a lifetime of living, the Medicaid ‘5-Year Look Back’, the new Medicaid, Managed Long Term Care programs, Navigating Medicaid income and asset rules in New York, Estate Planning Basics, Geriatric Care Management and Medicaid Homecare programs and services.


Louis W. Pierro was selected Best Lawyers 2014 Lawyer of the Year in Elder Law for the Capital Region.  He is the founder and principal of Pierro, Connor & Associates, LLC, and concentrates his law practice in the areas of Estate Planning, Estate and Trust Administration, Business Succession Planning, Elder Law and Special Needs Planning. Mr. Pierro has been selected to the Best Lawyers in America, The Best Lawyers in New York, Super Lawyers of the Hudson Valley, Top 25 Lawyers in Upstate New York, NY Times Top Attorneys in NY, and he has maintained an AV preeminent rating based on peer reviews from Martindale-Hubbell since 2001. In addition.  Mr. Pierro served as an adjunct professor at Siena College, where he lectured on Estate Planning, and has lectured extensively on Estate Planning and Elder Law to professional groups across the country.

Katherine Rosenblatt, LMSW is a Geriatric Care Manager for EverHome Care Advisors and founder of Capital District Elder Care.   Katherine serves as an advocate for seniors, using her knowledge and expertise to assess an individual’s needs and abilities, and navigate the complexities of the healthcare system and services for older adults.  Her guidance, based on a comprehensive assessment and personalized care plan based on an individual’s needs and wishes, offers options to help ensure quality care and an optimal life for those they love.  She can recommend the most appropriate and cost effective services.  Whether the desire is to stay at home, or transition to an alternate living option, she provides answers at a time of uncertainty.  Her ability to monitor needs and services over time reduces worry and stress for the caregiver, allowing them to focus on their loved one and other responsibilities.  Katherine’s focus is on patient-centered care with attention to the concerns and needs of family members and others involved in the care of their loved one. For long distance caregivers, service provides care coordination, peace of mind and reduced need for unexpected travel.

Capital District Elder Care. PLLC is your partner in elder care planning. A member of Aging Life Care Association, formerly National Association of Professional Geriatric Care Managers, you can find out more about Katherine on her web page: http://www.capitaldistricteldercare.com/

May
18
10:00 am10:00

My Home, My Castle: Tools and Techniques for Aging in Place

Three other chances to attend this seminar (see our Seminar page for full listings)

YMCA: Clifton Park

1 Wall St

Clifton Park, NY 12065

*Room C

 

*No Cost To Attend

No one dreams of spending the “Golden Years” in a nursing home. Yet millions of older adults do—simply because they can’t get or pay for the care they need at home. The consensus is that 70% of Americans age 65 and older will need Long Term Services and Supports (LTSS) at some point in their lifetime, but how many have planned for it?
 

Recently, the Society of Actuaries released new mortality tables showing increased longevity for 65 year-olds:  65 Year Old Males increases to age 86; 65 Year Old Females increases to age 88.8.  Join attorney Lou Pierro and care planning expert Katherine Rosenblatt for an informative and frank discussion about “longevity" planning to learn how you or your loved one can stay at home, maintain independence, ensure dignity, secure income and protect assets throughout your lifetimes.


This seminar will be about being able to stay in your home, and making it your health care fortress.  Even when health is poor, you can live comfortably, keeping in place what you worked so hard for.


What, Where, Who and How are some of the key questions on accessing and paying for Long-Term Care that will be covered. These answers will be vital to living as independently as possible, and receiving health care in your own home.  This discussion will include topics such as preparing your home for a lifetime of living, the Medicaid ‘5-Year Look Back’, the new Medicaid, Managed Long Term Care programs, Navigating Medicaid income and asset rules in New York, Estate Planning Basics, Geriatric Care Management and Medicaid Homecare programs and services.


Louis W. Pierro was selected Best Lawyers 2014 Lawyer of the Year in Elder Law for the Capital Region.  He is the founder and principal of Pierro, Connor & Associates, LLC, and concentrates his law practice in the areas of Estate Planning, Estate and Trust Administration, Business Succession Planning, Elder Law and Special Needs Planning. Mr. Pierro has been selected to the Best Lawyers in America, The Best Lawyers in New York, Super Lawyers of the Hudson Valley, Top 25 Lawyers in Upstate New York, NY Times Top Attorneys in NY, and he has maintained an AV preeminent rating based on peer reviews from Martindale-Hubbell since 2001. In addition.  Mr. Pierro served as an adjunct professor at Siena College, where he lectured on Estate Planning, and has lectured extensively on Estate Planning and Elder Law to professional groups across the country.

Katherine Rosenblatt, LMSW is a Geriatric Care Manager for EverHome Care Advisors and founder of Capital District Elder Care.   Katherine serves as an advocate for seniors, using her knowledge and expertise to assess an individual’s needs and abilities, and navigate the complexities of the healthcare system and services for older adults.  Her guidance, based on a comprehensive assessment and personalized care plan based on an individual’s needs and wishes, offers options to help ensure quality care and an optimal life for those they love.  She can recommend the most appropriate and cost effective services.  Whether the desire is to stay at home, or transition to an alternate living option, she provides answers at a time of uncertainty.  Her ability to monitor needs and services over time reduces worry and stress for the caregiver, allowing them to focus on their loved one and other responsibilities.  Katherine’s focus is on patient-centered care with attention to the concerns and needs of family members and others involved in the care of their loved one. For long distance caregivers, service provides care coordination, peace of mind and reduced need for unexpected travel.

Capital District Elder Care. PLLC is your partner in elder care planning. A member of Aging Life Care Association, formerly National Association of Professional Geriatric Care Managers, you can find out more about Katherine on her web page: http://www.capitaldistricteldercare.com/

May
16
10:00 am10:00

My Home, My Castle: Tools and Techniques for Aging in Place

Three other chances to attend this seminar (see our Seminar page for full listings)

Bodiam Castle with Moat web.jpg

Columbia–Greene Community College

4400 NY-23

Hudson, NY 12534

Professional Academic Center, Room 614 (which is located on the ground level)

Attendees should use parking lot A & B.

 

*No Cost To Attend

No one dreams of spending the “Golden Years” in a nursing home. Yet millions of older adults do—simply because they can’t get or pay for the care they need at home. The consensus is that 70% of Americans age 65 and older will need Long Term Services and Supports (LTSS) at some point in their lifetime, but how many have planned for it?

Recently, the Society of Actuaries released new mortality tables showing increased longevity for 65 year-olds:  65 Year Old Males increases to age 86; 65 Year Old Females increases to age 88.8.  Join attorney Lou Pierro and care planning expert Katherine Rosenblatt for an informative and frank discussion about “longevity" planning to learn how you or your loved one can stay at home, maintain independence, ensure dignity, secure income and protect assets throughout your lifetimes.


This seminar will be about being able to stay in your home, and making it your health care fortress.  Even when health is poor, you can live comfortably, keeping in place what you worked so hard for.


What, Where, Who and How are some of the key questions on accessing and paying for Long-Term Care that will be covered. These answers will be vital to living as independently as possible, and receiving health care in your own home.  This discussion will include topics such as preparing your home for a lifetime of living, the Medicaid ‘5-Year Look Back’, the new Medicaid, Managed Long Term Care programs, Navigating Medicaid income and asset rules in New York, Estate Planning Basics, Geriatric Care Management and Medicaid Homecare programs and services.


Louis W. Pierro was selected Best Lawyers 2014 Lawyer of the Year in Elder Law for the Capital Region.  He is the founder and principal of Pierro, Connor & Associates, LLC, and concentrates his law practice in the areas of Estate Planning, Estate and Trust Administration, Business Succession Planning, Elder Law and Special Needs Planning. Mr. Pierro has been selected to the Best Lawyers in America, The Best Lawyers in New York, Super Lawyers of the Hudson Valley, Top 25 Lawyers in Upstate New York, NY Times Top Attorneys in NY, and he has maintained an AV preeminent rating based on peer reviews from Martindale-Hubbell since 2001. In addition.  Mr. Pierro served as an adjunct professor at Siena College, where he lectured on Estate Planning, and has lectured extensively on Estate Planning and Elder Law to professional groups across the country.

Katherine Rosenblatt, LMSW is a Geriatric Care Manager for EverHome Care Advisors and founder of Capital District Elder Care.   Katherine serves as an advocate for seniors, using her knowledge and expertise to assess an individual’s needs and abilities, and navigate the complexities of the healthcare system and services for older adults.  Her guidance, based on a comprehensive assessment and personalized care plan based on an individual’s needs and wishes, offers options to help ensure quality care and an optimal life for those they love.  She can recommend the most appropriate and cost effective services.  Whether the desire is to stay at home, or transition to an alternate living option, she provides answers at a time of uncertainty.  Her ability to monitor needs and services over time reduces worry and stress for the caregiver, allowing them to focus on their loved one and other responsibilities.  Katherine’s focus is on patient-centered care with attention to the concerns and needs of family members and others involved in the care of their loved one. For long distance caregivers, service provides care coordination, peace of mind and reduced need for unexpected travel.

Capital District Elder Care. PLLC is your partner in elder care planning. A member of Aging Life Care Association, formerly National Association of Professional Geriatric Care Managers, you can find out more about Katherine on her web page: http://www.capitaldistricteldercare.com/

Mar
16
5:30 pm17:30

Life Happens Radio | Long Term Care Planning Workshop

Life Happens Radio | Long Term Care Planning Workshop

“The New Reality - Impacts of the Trump Presidency on Long Term Care Planning”

Schuyler Meadows Club

17 Schuyler Meadows Club Rd

Loudonville, NY 12211

 

Presented by: Louis Pierro, Esq. (Pierro, Connor & Associates), Bob Vandy (New York Long Term Care Brokers) and Brian Johnson (New York Long Term Care Brokers)

Attend this workshop and learn what you need to know about Long Term Care Planning (LTC) under the incoming Trump administration and Republican-controlled Congress.

“LTC – Insurance Planning under ‘The New Normal’ of a New ‘Not So Normal’ President and Administration”

A new president typically means major shakeups in fiscal and tax policy, and Trump’s tax plan is no exception. This workshop will examine the proposed changes that will potentially be rolling out during the new administration and how these changes will impact Long Term Care Planning.

For those who may have been WAITING for…HOPING for…and most important PLANNING for more involvement and help from the government when it comes to your Long Term Care (or other) planning, you may want to take a step back. Initial indications point to anything BUT more help from the government. In this workshop, we’ll explore topics such as:

  • The waning support of government in our LTC planning
     
  • The impact that – if enacted – “block grants” may have in LTC planning
     
  • The options for planning privately for care to ensure you are prepared regardless of what the government does – or does NOT – do
     
  • Important recent changes to insurance products making them more attractive and efficient than ever in LTC planning
     
  • Tax advantages for the purchase of certain types of LTC Insurance policies
     
  • The potential role of the “New York State Partnership for Long Term Care” in your planning
     
  • How to integrate LTC planning into the larger scope of your legacy and estate planning, and innovative new products and approaches to make the most of that planning
Mar
14
5:30 pm17:30

Life Happens Radio | Long Term Care Planning Workshop

Life Happens Radio | Long Term Care Planning Workshop-Rescheduled to March 16th

“The New Reality - Impacts of the Trump Presidency on Long Term Care Planning”

Rescheduled to:

Schuyler Meadows Club

17 Schuyler Meadows Club Rd

Loudonville, NY 12211

 

Presented by: Louis Pierro, Esq. (Pierro, Connor & Associates), Bob Vandy (New York Long Term Care Brokers) and Brian Johnson (New York Long Term Care Brokers)

Attend this workshop and learn what you need to know about Long Term Care Planning (LTC) under the incoming Trump administration and Republican-controlled Congress.

“LTC – Insurance Planning under ‘The New Normal’ of a New ‘Not So Normal’ President and Administration”

A new president typically means major shakeups in fiscal and tax policy, and Trump’s tax plan is no exception. This workshop will examine the proposed changes that will potentially be rolling out during the new administration and how these changes will impact Long Term Care Planning.

For those who may have been WAITING for…HOPING for…and most important PLANNING for more involvement and help from the government when it comes to your Long Term Care (or other) planning, you may want to take a step back. Initial indications point to anything BUT more help from the government. In this workshop, we’ll explore topics such as:

  • The waning support of government in our LTC planning
     
  • The impact that – if enacted – “block grants” may have in LTC planning
     
  • The options for planning privately for care to ensure you are prepared regardless of what the government does – or does NOT – do
     
  • Important recent changes to insurance products making them more attractive and efficient than ever in LTC planning
     
  • Tax advantages for the purchase of certain types of LTC Insurance policies
     
  • The potential role of the “New York State Partnership for Long Term Care” in your planning
     
  • How to integrate LTC planning into the larger scope of your legacy and estate planning, and innovative new products and approaches to make the most of that planning
Jan
11
10:00 am10:00

My Home, My Castle: Tools & Techniques for Aging in Place

  • William K Sanford Town Library

No one dreams of spending the “Golden Years” in a nursing home. Yet millions of older adults do—simply because they can’t get or pay for the care they need at home. The consensus is that 70% of Americans age 65 and older will need Long Term Services and Supports (LTSS) at some point in their lifetime, but how many have planned for it?

Recently, the Society of Actuaries released new mortality tables showing increased longevity for 65 year-olds:  65 Year Old Males increases to age 86; 65 Year Old Females increases to age 88.8.  Join attorney Lou Pierro and care planning expert Katherine Rosenblatt for an informative and frank discussion about “longevity" planning to learn how you or your loved one can stay at home, maintain independence, ensure dignity, secure income and protect assets throughout your lifetimes.

This seminar will be about being able to stay in your home, and making it your health care fortress.  Even when health is poor, you can live comfortably, keeping in place what you worked so hard for. 

What, Where, Who and How are some of the key questions on accessing and paying for Long-Term Care that will be covered. These answers will be vital to living as independently as possible, and receiving health care in your own home.  This discussion will include topics such as preparing your home for a lifetime of living, the Medicaid ‘5-Year Look Back’, the new Medicaid, Managed Long Term Care programs, Navigating Medicaid income and asset rules in New York, Estate Planning Basics, Geriatric Care Management and Medicaid Homecare programs and services.

Louis W. Pierro was selected Best Lawyers 2014 Lawyer of the Year in Elder Law for the Capital Region.  He is the founder and principal of Pierro, Connor & Associates, LLC, and concentrates his law practice in the areas of Estate Planning, Estate and Trust Administration, Business Succession Planning, Elder Law and Special Needs Planning. Mr. Pierro has been selected to the Best Lawyers in America, The Best Lawyers in New York, Super Lawyers of the Hudson Valley, Top 25 Lawyers in Upstate New York, NY Times Top Attorneys in NY, and he has maintained an AV preeminent rating based on peer reviews from Martindale-Hubbell since 2001. In addition.  Mr. Pierro served as an adjunct professor at Siena College, where he lectured on Estate Planning, and has lectured extensively on Estate Planning and Elder Law to professional groups across the country.

Katherine Rosenblatt, LMSW is a Geriatric Care Manager, and founder of Capital District Elder Care, PLLC.   Katherine serves as an advocate for seniors, using her knowledge and expertise to assess an individual’s needs and abilities, and navigate the complexities of the healthcare system and services for older adults.  Her guidance, based on a comprehensive assessment and personalized care plan based on an individual’s needs and wishes, offers options to help ensure quality care and an optimal life for those they love.  She can recommend the most appropriate and cost effective services.  Whether the desire is to stay at home, or transition to an alternate living option, she provides answers at a time of uncertainty.  Her ability to monitor needs and services over time reduces worry and stress for the caregiver, allowing them to focus on their loved one and other responsibilities.  Katherine’s focus is on patient-centered care with attention to the concerns and needs of family members and others involved in the care of their loved one. For long distance caregivers, service provides care coordination, peace of mind and reduced need for unexpected travel.

Capital District Elder Care. PLLC is your partner in elder care planning. A member of Aging Life Care Association, formerly National Association of Professional Geriatric Care Managers, you can find out more about Katherine on her web page: http://www.capitaldistricteldercare.com/

Dec
21
Dec 22

Estate Planning In Light of the Trump Tax Proposals

  • Empire Steakhouse

Financial Service Professionals: New York City Chapter

The world changed on November 8th. Although no one can be certain what proposals will pass from President-Elect Trump’s platform, a Republican Congress and soon-to-be Republican Supreme Court increase the chances of radical reform. Included in his plan are tax law changes that would

Repeal the estate and gift tax
Tax capital gains at death (like in Canada);
Lower corporate rates to 15%;
Eliminate the Alternative Minimum Tax (AMT) and Net Investment Income Tax (NIIT); and
Offer amnesty for corporations through a 10% repatriation tax So what’s a planner to do

Does anyone recall the buzz over proposed IRC 2704 Regulations?  Communicating with clients about current opportunities is crucial, and presenting a clear path to seize the day by creating structures that protect and preserve wealth while locking in tax savings is key. This session will focus on creating estate plans using trusts, life insurance and LLC’s that are built to last through the Trump tax cuts, and beyond...

Presented by:  Louis W. Pierro, Esq., Founding Partner, Pierro, Connor & Associates

Oct
13
8:00 am08:00

The 12th Annual Intergenerational Estate Planning Conference

  • The Union League Club of New York

Agenda

Case Study


Jul
27
6:00 pm18:00

Medicare vs. Medicaid

  • The Offices of Pierro, Connor & Associates

Description:
This is a seminar that will help you truly understand the difference between Medicare & Medicaid, enabling you to decipher which benefits will best fit your life when you need them.  The night will discuss the pros and cons to each method of coverage, and provide you with a clear definition in the differences in care that are available to you within each of these two government programs.  Throughout this seminar you will receive insight into how and when you should enroll, exploring the risks, the exemptions and the penalties that are all strictly enforced as you seek care through these programs.  When you pursue Medicare or Medicaid it is absolutely critical to understand the ways and means to protect your assets while empowering yourself to receive all of the care that you require.  Join us on Thursday, July 21st at 6pm to learn how you can create strategy for your future care that is customized to your needs

*No Cost to Attend

Presentations By:
Frank E. Hemming, III, Esq. of Pierro, Connor & Associates, LLC
Thomas C. Farnan, Managing Director of Northwestern Mutual