Rockville Centre UFSD

Instructor: Lisa R. Valente, Makofsky Law Group, PC If you are concerned about protecting your assets and your dignity, this course is for you. The Elder Law Workshop is a hands-on introduction to the principles of Elder Law and what you can do TODAY to better secure your future. Learn about health care proxies, powers of attorney, how to pay for long term care costs, Medicaid eligibility requirements and how to engage in Medicaid and asset protection planning. Living trusts and the use of such trusts as an asset protection tool will be discussed. This interactive course provides ample time for many student generated questions.

Instructor: Lisa R. Valente-Makofsky, Makofsky Law Group PC You've worked hard all your life. Now you want to plan carefully to ensure that your nest egg will be passed along to those you choose, that your estate will not be reduced by excessive taxes and that someone you trust will be appointed to carry out your wishes when you are gone. We will discuss Wills, and revocable and irrevocable living trusts, comparing and contrasting the advantages and disadvantages of each document. Special emphasis will be given to methods of reducing or deferring gift and estate taxes. During this interactive course, we will answer your questions regarding managing, protecting and disposing of your hard-earned assets.