Online Learning Videos
Estate and Trust Planning
CMH Foundation Presentation: Estate Planning Essentials
Estate Planning Guide 2021
Estate Planning Questionnaire
ABCs of Trust Planning
When is it Time to Service Your Estate Plan?
Trust Administration Webinar Materials
Trust Admin Workshop Presentation January 2021
PCS Trust Funding Documents Form
Wojeski Tax Forms
PCS Client Maintenance Annual Agreement Form
Trust Admin Workshop October 2020
Trustco Bank Handouts 2021
Medicaid Planning
Long-Term Care Planning
Special Needs Planning
Business Planning
Journal Articles
NAELA News
”Help! My LongTerm Care Client Owns a Business!” (APR/MAY/JUN 2020)
by Louis W. Pierro, Esq.
The CPA Journal
”Financial Planning Challenges Facing Older Americans” (MAY 2019)
by Peter J. Strauss, Esq., Louis W. Pierro, Esq., & Elizabeth Forspan, Esq.
Professional
15th Annual Intergenerational Planning Conference
Intergen 2020 Conference Program
25th Annual Elder Law Forum
May 21, 2020 Powerpoint Presentations
Housing Challenges and Opportunities
Home Care Challenges
May 29, 2020 Powerpoint Presentations
Governing in a Pandemic
COVID19 and its Impact on Seniors
June 4, 2020 Powerpoint Presentations
Financial Issues in Aging and Disability
Elder Financial Abuse: Prevention and Cures
May 21, 2020 Videos
Housing Challenges and Opportunities
Home Care Challenges
May 29, 2020 Videos
Governing in a Pandemic
COVID-19 and its Impact on Seniors
June 4, 2020 Videos
Financial Issues in Aging and Disability
Elder Financial Abuse Prevention and Cures
NYC Intergen 2019
Link to Program and Agenda
Link to Presentation
