Thursday, January 26th
This workshop is exclusive to maintenance members who have a trust plan. During this workshop, we will discuss what a trust is, who traditionally serves as a trustee and what their responsibilities are. Please bring any questions or concerns with you to discuss during the “what do you want to know” portion of the workshop.
Please reserve your seat by completing the form below, e-mailing Client Services at firstname.lastname@example.org or by contacting EPLC at 315.793.3622.
Seating is limited, so be sure to reserve your seat today! We look forward to seeing you.
Thursday, April 22nd
Valentino’s Banquet Hall
Presented Live & Virtually via Zoom
by Jennifer McDonnell, Esq. & Elizabeth Evans, Esq.
A special invite for the people you’ve deemed as trustees in your documents.
During this training your trustee will learn:
- The importance of their role and how to properly follow your wishes
- The responsibility of their role at every stage of the administration process
- Understand their rights and how to avoid liability
Seating is limited to the first 60 people to reserve seats to ensure proper social distancing. COVID-19 protocols will be strictly followed.
Call 315-793-3622 or fill out the form below to make your reservations. You are welcome to attend the training with your trustee, but it is not mandatory.
Are you frustrated or confused by the particulars of Medicare?
Let us help you navigate the process.
Join Adirondack Financial Services (AFS) and The Estate Planning Law Center for an informational presentation that will take you through the ins and outs of Medicare.