Trust Administration Webinar Materials:
– Trust Admin Workshop Presentation May 2022
– PCS Trust Funding Documents Form 1
– PCS Trust Funding Documents Form 2
– PCS Trust Funding Documents Form 3
– PCS Trust Funding Documents Form 4
– PCS Trust Funding Documents Form 5
– PCS Trust Funding Documents Form 6
– Tax Forms 7-11
– PCS Client Maintenance Annual Agreement Form 12
– Trustco Bank Handouts May 2022
Materials:
– 27th Annual Elder Law Forum Program
– 27th Annual Elder Law Forum Presentation
– Nascentia MLTC Brochure 2022
– Nascentia SNSP Brochure 2022
– NYS DOH Administrative Directive Independent Assessor and CDPAS
– Trends in Supply & Demand for Health Workers in Downstate New York Center for Health Workforce Studies
Medicaid Monday Presentation: “How to Qualify”
Medicaid Monday Presentation: “Medicaid Asset Protection Trusts”
Medicaid Monday Presentation: “Medicaid Home Care”
Medicaid Monday Presentation: “Nursing Home Medicaid”
New York Medicaid Update – VIDEO
New York Medicaid Update Presentation
Medicaid Monday NYS DOH 3.4.22 Letter – Implementation Dates
New York State Medicaid Numbers
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
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
CAPITAL REGION
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Phone: 518-459-2100
NEW YORK CITY
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Capital Region • Albany, NY • New York City • Ronkonkoma, NY • Garden City, NY • Hudson, NY
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