Online Learning Videos

Estate & Trust Planning, Medicaid, Long-Term Care Planning, and More!

Education is a key focus at Pierro, Connor & Strauss. Our media library highlights the most current planning strategies.
Watch, learn and then schedule a free consultation to get personalized recommendations that meet your goals.

16th Annual Intergen Conference

Introduction & Case Study – 16th Annual Intergen Conference

In this video, Louis W. Pierro, Intergen Host, welcomes the audience and discusses the case study to set the stage for the 16th Annual Intergenerational Estate Planning Conference at the Union League Club on November 11, 2021. This video lays the foundation for the planning techniques described throughout the series.

Tax Planning – 16th Annual Intergen Conference

In this video, Mitchell Sorkin of Raich Ende Malter, covers current tax planning strategies at the 16th Annual Intergenerational Estate Planning Conference hosted at the Union League Club on November 11, 2021.

Estate Planning & Corporate Strategies – 16th Annual Intergen Conference

In this video, Caryn Keppler and Theresa Skaine of Pierro, Connor & Strauss cover current estate planning and corporate strategies at the 16th Annual Intergenerational Estate Planning Conference hosted at the Union League Club on November 11, 2021.

Wealth Management – 16th Annual Intergen Conference

In this video, Mark Hasenauer of TD Private Client Group covers current wealth management planning strategies at the 16th Annual Intergenerational Estate Planning Conference hosted at the Union League Club on November 11, 2021.

Trust Funding – 16th Annual Intergen Conference

In this video, Frank Melia of Quontic Bank delivers remarks at the 16th Annual Intergenerational Estate Planning Conference hosted at the Union League Club on November 11, 2021.

Insurance Planning – 16th Annual Intergen Conference

In this video, Lee Slavutin of Stern Slavutin – 2 Inc. covers current insurance planning strategies at the 16th Annual Intergenerational Estate Planning Conference hosted at the Union League Club on November 11, 2021.

Business Valuation – 16th Annual Intergen Conference

In this video, Daniel Cooper of Empire Evaluation Consultants covers current business evaluation planning strategies at the 16th Annual Intergenerational Estate Planning Conference hosted at the Union League Club on November 11, 2021.

Elder Law & Special Needs Planning – 16th Annual Intergen Conference

In this video, Peter J. Strauss of Pierro, Connor & Strauss covers current elder law and special needs planning strategies at the 16th Annual Intergenerational Estate Planning Conference hosted at the Union League Club on November 11, 2021.

Q&A – 16th Annual Intergen Conference

Q&A Discussion during the 16th Annual Intergenerational Estate Planning Conference on November 11, 2021 at the Union League Club.

Estate and Trust Planning

Get It Done in ’21: The Core Four

In 30 minutes Lou Pierro and Peter J. Strauss explain how you can button up the basics of your estate plan with a Will, Powers of Attorney, Health Care Proxy and Disposition of Remains Appointment.

Trusts: The Swiss Army Knife of Estate Planning

Just like the knife with its many compartments and portability, trusts offer complex options all in one place with razor sharp precision customizable to your needs.

Advanced Estate Planning: Protect Your Income and Estate While Minimizing Tax

In this presentation brought to you by Pierro, Connor & Strauss and the CMH Foundation, Lou Pierro covers some advanced estate planning strategies to help preserve your assets.

Trust Administration Workshop

Learn the trust planning basics, existing laws around trust planning, the taxation of trusts, lifetime administration, and more.

SECURE Act

SECURE Act Changes And What it Means For Your Estate & Retirement Plan

2021 Estate and Tax Planning Moves

In this video, attorneys Louis W. Pierro and Peter J. Strauss share planning strategies for 2021.

2021 Medicaid Planning Video Series

Planning to qualify? Already getting Medicaid? In this series of 30-minute videos, Pierro, Connor & Strauss attorneys break down the process, procedures and insider ‘tips’ for you to take advantage of these Federal long-term care benefits.

NEW YORK MEDICAID UPDATE

Medicaid Changes: New Home Care Regulations Going Into Effect

Will you ever need Medicaid? How will you know? With long-term care costs approaching $200,000 per year, Medicaid is your only lifeline to get coverage without draining your life savings. In this video, Pierro, Connor & Strauss attorneys will get you up to speed on Medicaid and the rules you need to know, including changes ahead for home care. Time is short to apply for benefits before April 1, 2022, when Medicaid eligibility will be restricted for those who want to age in the comfort of home. Presented by: Founding Partner, Louis W. Pierro; Senior Partner, Peter J. Strauss; and Senior Associate Attorney, Frank E. Hemming III.

Medicaid Eligibility and How to Qualify

The 2021 Eligibility Numbers, Deadlines, and Timetables

Elder Law attorneys Louis Pierro and Frank Hemming cover what you need to know to qualify for New York Medicaid, a detailed description of income and resource eligibility levels allowed to qualify, for individuals and in cases where there is a ‘well spouse’ who wants to remain in the home. If you are interested in discussing Medicaid planning for yourself or a loved one, schedule a free consultation by giving Pierro, Connor & Strauss a call at 866-951-PLAN.

Medicaid Asset Protection Trusts

How to Use Trust to Protect Assets From Nursing Home Costs or to Qualify for Affordable Home Care

In this video, attorneys Louis Pierro and Aaron Connor explain how the Medicaid Asset Protection Trust preserves assets and can enable applicants to qualify for Medicaid. Included in this 30-minute webinar is a run-down of the 2021 Medicaid numbers for income and resources, a detailing of ‘exempt assets’, a description of what can go in the Trust and which assets stay out, as well as an example of a Medicaid Home Care case. If you are interested in discussing the creation of a MAPT for yourself or a loved one, give Pierro, Connor & Strauss a call at 866-951-PLAN.

Medicaid Home Care

Understanding and Maximizing the Fast-Track Application for Medicaid and Home Care

Attorneys Lou Pierro and Frank Hemming talk about legal planning that will enable you to age in the comfort of your own home. They review the 2021 Medicaid numbers and timelines and how to apply for home care benefits, including a case study. If you are interested in discussing Medicaid planning for yourself or a loved one, give Pierro, Connor & Strauss a call at 866-951-PLAN.

Nursing Home Medicaid

Techniques to Successfully Apply for New York Medicaid and Preserve your Hard-Earned Assets in the Process

Lou Pierro and Frank Hemming talk about the steps you should take now if you need Medicaid or are planning ahead to cover the costs of long-term care in a skilled nursing facility. In just 30 minutes, learn 2021 techniques to preserve assets in order to lock in benefits. If you are interested in discussing Medicaid planning for yourself or a loved one, give Pierro, Connor & Strauss a call at 866-951-PLAN.

What Happens if You’re Denied Medicaid?

Learn What Legal Roadblocks You May Need to Overcome or Confront

Elder Law attorneys Lou Pierro, Aaron Connor and Frank Hemming explain the steps you can take if your application for New York Medicaid benefits is denied. In just 30 minutes, learn about the reasons that may disqualify you, the appeal process, and your rights when it comes to Medicaid. If you are interested in discussing Medicaid planning for yourself or a loved one, give Pierro, Connor & Strauss a call at 866-951-PLAN.

Long-Term Care Planning

Special Needs Planning: New Approaches to Protect a Child or Adult with a Disability

In this webinar hosted by Louis W. Pierro & Peter J. Strauss speak about the latest government benefits and trusts you can take advantage of to help avoid common pitfalls.

Pooled Trusts

Pooled Trusts, a Pierro, Connor & Strauss webinar

Changes and Challenges for Caregivers

Learn how to navigate the health risks of COVID-19 and about drastic, upcoming Medicaid changes that will limit access to home care

From Hospital to Rehab to Home

From the Hospital to Rehab to Homecare, a Pierro, Connor & Strauss webinar

Immediate Needs Home Care


Immediate Needs, a Pierro, Connor & Strauss Webinar

26th Annual Virtual Elder Law Forum

26th Annual Elder Law Forum Welcome and Remarks from Senator Kirsten Gillibrand
Washington Update: Current Developments and Proposals from Congress and the White House
Live Interview with State Lawmakers: Policies that Support Seniors and Disabled New Yorkers
The Nursing Home Dilemma: Providing Safe, Affordable Care in a Post-Covid World
The Impact of Covid-19 on Aging in New York: the Current State of Affairs at NYSOFA
Providing Insurance Options for Long-Term Care
LTC’s Holy Grail Part I: A Public/Private Financing Option that Accomplishes the Triple AIM
LTC’s Holy Grail Part II: Technologies for Aging
Introduction & Medicaid Update from Valerie Bogart
The Future of Home Care by Al Cardillo
Medicaid Home Care Application Case Study
Panel on Fair Hearings and Appeals

Planning for Art, Collectibles and NFTs

SESSION ONE: Top 10 Mistakes When Planning with Art, NFTs and Other Collectibles

Caryn B. Keppler, Esq. hosts a panel of art sellers, managers, and business experts to help you understand the pitfalls of planning in order to save substantial money, taxes, and frustration. Featuring Guest Speakers: Rebecca Lcokwood, Esq., Senior Vice President, Director of Development, Sotheby’s; Colin Stair, Founder and President, Stair Galleries & Restoration, Inc; Lori Hotz, Co-Founder, Lobus.

SESSION TWO: Top 10 Mistakes When Planning with Art, NFTs and Other Collectibles

Caryn B. Keppler, Esq. hosts a panel of art sellers, managers, and business experts to help you understand the pitfalls of planning in order to save substantial money, taxes, and frustration. Featuring Guest Speakers: Ezra Levine, CEO and Co-Founder, Collectable; Julian Schubach, Vice President/Wealth Management, Head of Entertainment Division, ODI Financial

Life Happens…..Are You Prepared?

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