Wed Feb 10, 2010 8:00 AM
February 2010 FPA Rochester Program
LTC 911
| Date: |
Wednesday, February 10, 2010 |
| Time: |
8:30 am - 10:00 am
The program will begin at 8:30 am. You are invited to come early, for breakfast and networking, from 8:00 - 8:30 am. |
| Location: |
Locust Hill Country Club
2000 Jefferson Road
Pittsford, NY 14534 |
| Credit: |
1 hour of CE for CFPs
1 hour of CPE (Specialized Knowledge) for CPAs |
| Cost: |
$10 for Members of the Greater Rochester NY Chapter of the FPA. A "Season Pass" for our September-May 2009-2010 monthly breakfast meetings can be purchased by Members for $50. (This special offer is not available to Non-Members.)
$25 for Non-Members of the Greater Rochester NY Chapter of the FPA.
FREE for First-Time Guests (must be active in the Financial Services industry).
FREE for Members who have purchased a Season Pass for 2009-2010.
|
Reservation
Deadline: |
Monday, February 8, 2010 |
Speaker:
Patrick D. Lydon, Esq., Sutter, Summers & Lydon, P.C.
Admitted to practice in New York State and Federal District Court, and the U.S. Tax Court. Member of the Monroe County Bar Association, serves on Professional Performance Committee and is a member of the New York State Bar Association, Estates & Trusts Section. Former editor of the NYSBA General Practice FORMBOOK, former member of the National Network of Estate Planning Attorneys and WealthCounsel; former Deputy Town Attorney for the Town of Webster and Former Webster Village Attorney.
Principal of Sutter, Summers & Lydon, P.C., Attorneys & Counselors at Law. Practice focuses on estate planning, trusts, wills and estates administration, and elder law.
Program:
LTC 911
How do you plan for long term care in a crisis when there is no LTC Insurance?
Our presentation will discuss and examine crisis planning when long-term care is needed and various asset protection strategies clients may wish to consider prior to applying for Medicaid.
The basic Medicaid rules and guidelines will be discussed including exempt and nonexempt income and assets. A brief case study will be used to demonstrate use of the Medicaid Qualification Worksheet to determine how long before Medicaid eligibility will occur if someone needs a nursing home and how to get through any penalty period created by any uncompensated transfers. Various strategies using irrevocable trusts, Medicaid compliant annuities and promissory notes will be discussed.
Questions will be encouraged throughout the presentation.
Cancellation Policy: If for any reason you need to cancel your reservation, please let us know by phone (585-410-1462) or email (admin@nyfpa.org) 24 hours in advance of the event. If you do not attend the event, and have not contacted us to cancel your reservation, you will be billed a "no show" fee of $10. Thank you.
Please register for this program by clicking the "Register for this event" link at the bottom of this page. If you are a member, you'll need to log in. If you don't know your userID and/or password, please call our chapter office at 585-410-1462 or email admin@nyfpa.org.
If you are a member and you would like to bring a guest, please call the chapter office.
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