Speakers Bureau

The attorneys at Pierro, Connor & Associates, LLC regularly educate advisors and consumers on a variety of legal topics. We have presented to numerous professional groups and associations, provide continuing education and conduct in-house training for advisors and staff. In addition, we often are asked to co-present at seminars and workshops for clients and the community. If you are interested in a speaker, please contact us.

Consumer Education:

  • Estate Planning Basics
  • Long-Term Care & Medicaid Planning
  • Avoiding Probate
  • Estate & Trust Administration
  • Charitable Giving
  • Tax Planning
  • Planning for Dementia & Alzheimer’s
  • Preventing Elder Abuse & Neglect
  • My Home, My Castle: Aging in Place
  • Business Succession Planning
  • Special Needs Planning
  • Estate Planning for the LGBT Community

Brokers Series:

  • How to Partner with Estate Planers to Grow Your Book of Business
  • Life Insurance Opportunities Through Estate Planning
  • Increasing Assets Under Management
  • Intergenerational Wealth Transfer
  • Delaware Trust Strategies
  • Long-Term Care Insurance & Medicaid – Creative Planning for Uninsurable, Unmovable and Cash Poor Clients
  • Planning for Middle Class Clients
  • Charitable Giving with Wealth Replacement
  • Charitable Trusts and Donor Advised Funds: Complex Rules for Complex Assets

CLE:

  • Medicaid Planning in New York State
  • Adding Elder Law to Your Estate Planning Practice
  • Estate Planning & Elder Law Updates
  • Annuities & Promissory Notes in Medicaid Planning
  • Guardianship
  • Fair Hearings
  • Special Needs Planning
  • Asset Protection Planning
  • Use of Delaware Trusts
  • Decanting, Trust Protectors, and Trust Modification