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  • B4. Wills, Trusts and Asset Protection Planning

B4. Wills, Trusts and Asset Protection Planning

  • 10/26/2021
  • 11/30/2021
  • 5 sessions
  • 10/26/2021, 10:30 AM 12:00 PM (EDT)
  • 11/02/2021, 10:30 AM 12:00 PM (EDT)
  • 11/09/2021, 10:30 AM 12:00 PM (EST)
  • 11/23/2021, 10:30 AM 12:00 PM (EST)
  • 11/30/2021, 10:30 AM 12:00 PM (EST)
  • https://assumptionwise.org/Course-Zoom-Links
  • 44

Registration


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Attorney Rivard will offer a clear and concise primer in the basic legal planning for lifetime decision making to protect you and your family with regard to health and finances;

financing health and residential needs; protecting family members; and, planning for death. We will discuss protecting assets, planning for second marriages and special needs beneficiaries, as well as avoiding probate.  The course will give you the knowledge to sort through the incorrect and conflicting advice you receive from many sources. You will emerge with an understanding of the planning approach that is best for you and the next steps you should take.

INSTRUCTORBrenda Rivard is an experienced attorney who practices in Worcester and specializes in life/estate planning for all ages: specific elder law issues; probate estate administration; Medicaid planning and applications; guardianships and conservatorships; and asset planning to maximize resources and preserve assets.  She has a radio show on Emmanuel Radio called “Life’s Transitions” on which she addresses legal topics that affect all of us throughout our lifetimes.

NO REQUIRED BOOKS

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Worcester Institute for Senior Education (WISE)
Assumption University, 500 Salisbury Street, Worcester MA 01609
wise@assumption.edu
508-767-7513

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