Protecting Assets During Your Lifetime.  Preserving Them For Future Generations.
  Estate Preservation Law Offices - Events

Estate Planning and Long-Term Care Protection

Tatnuck Park at Worcester
340 May Street
Worcester , MA

2:00 PM and 5:00 PM
Tuesday, June 22, 2010

Planning ahead is key when it comes to saving time and money down the road. Join Attorneys Linda Cammuso and Brendan King, from Estate Preservation Law Offices, to discover what you need to know about estate planning and how you can protect yourself from the high cost of long-term care. You'll discover:

  • Options for funding long-term care
  • How to protect your assets without giving up control
  • The benefits of trusts in estate and long-term care planning
  • The risks of putting someone else's name on your assets
  • Special planning concerns for the home

Whether you're planning for your own future, or helping your parents, this presentation will help you make sound, smart choices.

Call 508 755-7277 to reserve your seat.

Fall 2010 Night Life Workshops

6:30 - 8:30pm
Forest Grove Elementary
495 Grove Street
Worcester , MA 01605

Financial Aid - It's Out There
6:30 - 8:30pm
Wednesday, September 22, 2010

How often do we hear about the rising cost of a college education? It is a fact that higher education is one of the most rapidly increasing expenses today. Families with college-age children struggle to navigate the complicated federal and institutional financial aid rules while worrying about how they will pay their portion of college expenses. The good news in the battle for financial aid is that there are ways to maximize your financial aid through resourceful and effective planning techniques. This workshop will give you a better understanding of how to navigate the applications - both federal and institutional, and what to look for when you receive the results. Financial aid is out there and it is available - come in and find out how to maximize the aid you need.

Estate Plans - Do You Have One?
6:30 - 8:30pm
Wednesday, September 29, 2010

In the hustle and bustle of today's world people frequently think of "Estate Planning" as something to do "later." In actuality, there is no time like the present! The baby boomer generation and elders today are living longer and enjoying active and dynamic lifestyles. At the same time, they face extraordinary challenges when it comes to planning for their futures. Worry about financial security and how to protect assets for heirs in this economic environment where the cost of living along with the rising cost of healthcare and long-term care can eat up finances can be overwhelming. This evening workshop will introduce you to multiple aspects of estate planning. We will discuss typical estate planning issues including estate tax and income tax minimization, wealth transfer planning, long-term care and nursing home planning, disability planning, and probate avoidance. Come join the discussion and discover what you need to know now about estate planning.

Special Needs Planning
6:30 - 8:30pm
Wednesday, October 6, 2010 

Anyone with a disabled or special needs loved one knows that the conventional answers do not always work in an unconventional situation. Planning for disabled or special needs individuals brings a unique set of challenges. In fact, in addition to the traditional planning considerations, special needs and disability planning involves navigating a complicated set of federal and state laws and regulations. Preserving eligibility for benefits and entitlements is of paramount importance, as is establishing and maintaining the appropriate quality of care and life for the disabled or special needs individual. If you find yourself in these special circumstances please attend this workshop to hear answers regarding the benefits and entitlements you should be aware of.

Asset Protection Techniques for the Individual and Small Business
6:30 - 8:30pm
Wednesday, October 13, 2010

Asset protection is no longer a luxury; it's a must. Lawsuits are filed today in unprecedented numbers against individuals, businesses and professional practices. In fact, the average professional is likely to be sued at least once in his or her career. Simply put, you do not need to be rich to be sued, especially if you are in a high-risk situation or business. You also do not need to be sued to lose your assets - divorce, failed business ventures, economic instability, and personal and business bankruptcy all pose a threat to asset security. So how do you prepare for this sort of event? Attorney Brendan King will give you the tips and tricks you need to think about when considering asset protection.

Legal Considerations for Small Business Entities
6:30 - 8:30pm
Wednesday, October 20, 2010

Do you have a small business or are interested in starting one? There are many legal aspects to starting and owning your own company. How do you decide which type of entity is right for you? What are the tax consequences of the choices and how do you protect your personal assets? Already have a small family business and worry about succession planning? All these legal considerations and more - from the formation of the company, to maintaining the correct legal records and transitioning your company will be discussed with Attorney Brendan King.

Monty Tech Nites

1050 Westminster Street
Fitchburg , Massachusetts 01420
Workshop Descriptions:

Tuesday, Sept 28, 2010
6:30 - 8:30pm
Estate Plans - Do You Have One?

In the hustle and bustle of today's world people frequently think of "Estate Planning" as something to do "later." In actuality, there is no time like the present! The baby boomer generation and elders today are living longer and enjoying active and dynamic lifestyles. At the same time, they face extraordinary challenges when it comes to planning for the ir futures. Worry about financial security and how to protect assets for heirs in this economic environment where the cost of living along with the rising cost of healthcare and long-term care can eat up finances can be overwhelming. This evening workshop will introduce you to multiple aspects of estate planning. We will discuss typical estate planning issues including estate tax and income tax minimization, wealth transfer planning, long-term care and nursing home planning, disability planning, and probate avoidance. Come join the discussion and discover what you need to know now about estate planning.

Tuesday, October 5, 2010
6:30 - 8:30pm
Special Needs Planning

Anyone with a disabled or special needs loved one knows that the conventional answers do not always work in an unconventional situation. Planning for disabled or special needs individuals brings a unique set of challenges. In fact, in addition to the traditional planning considerations, special needs and disability planning involves navigating a complicated set of federal and state laws and regulations. Preserving eligibility for benefits and entitlements is of paramount importance, as is establishing and maintaining the appropriate quality of care and life for the disabled or special needs individual. If you find yourself in these special circumstances please attend this workshop to hear answers regarding the benefits and entitlements you should be aware of.

Tuesday, October 12, 2010
6:30 - 8:30pm
Asset Protection Techniques for the Individual and Small Business

Asset protection is no longer a luxury; it's a must. Lawsuits are filed today in unprecedented numbers against individuals, businesses and professional practices. In fact, the average professional is likely to be sued at least once in his or her career. Simply put, you do not need to be rich to be sued, especially if you are in a high-risk situation or business. You also do not need to be sued to lose your assets - divorce, failed business ventures, economic instability, and personal and business bankruptcy all pose a threat to asset security. So how do you prepare for this sort of event? Attorney Brendan King will give you the tips and tricks you need to think about when considering asset protection.

Tuesday, October 19, 2010
6:30 - 8:30pm
Legal Considerations for Small Business Entities

Do you have a small business or are interested in starting one? There are many legal aspects to starting and owning your own company. How do you decide which type of entity is right for you? What are the tax consequences of the choices and how do you protect your personal assets? Already have a small family business and worry about succession planning? All these legal considerations and more - from the formation of the company, to maintaining the correct legal records and transitioning your company will be discussed with Attorney Brendan King.

 
 
 

Estate Preservation Law Offices of Worcester, MA provides multi-leveled and integrated estate planning and asset protection planning services. Its services includes: estate planning, asset protection planning through domestic and foreign techniques, business and corporate planning, corporate and individual tax planning, elder law and Medicaid planning, estate and trust administration, guardianships and conservatorships, retirement planning, special needs and disability planning, financial aid planning, veterans benefits planning and charitable and exempt organizations. The firm serves clients in areas that include Worcester, Boylston, Braintree, Boston, Brewster, Brookline, Cambridge, Chatham, Fitchburg, Holden, Hyannis, Leominster, Newton, Needham, Northborough, Southborough, Shrewsbury, Wellesley, Weston, Westborough, Cape Cod & Islands, Central Massachusetts and Metro west / 495.

 
 
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