16th Annual Intergenerational Estate Planning Conference Materials:
– November 19th Program (Albany)
– November 19th Presentation (Albany)
– November 11th Program (NYC)
– November 11th Presentation (NYC)
– CPE Credit Form
Trust Administration Webinar Materials:
– Trust Admin Workshop Presentation October 2021
– PCS Trust Funding Documents Forms 1-6
– Wojeski Tax Forms 7-11
– PCS Client Maintenance Annual Agreement Form 12
– Trustco Bank Handouts October 2021
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.
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
15th Annual Intergenerational Planning Conference
Intergen 2020 Conference Program
NYC Intergen 2019
Link to Program and Agenda
Link to Presentation
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