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Resources - Need a Guest Speaker? We're Happy to Speak with Your Group

Speakers Bureau

The attorneys at Pierro, Connor & Strauss, 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

  • Home Care and Aging in Place

  • Business Succession Planning

  • Special Needs Planning

  • Estate Planning for the LGBT Community

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

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