Attorney Mark Heffner was pleased to present at today’s Alzheimer’s Foundation of America free virtual educational conference, Educating America Tour 2021, helping to connect Rhode Island residents with information about Alzheimer’s disease. The AFA’s Educating America tour is a nation-wide educational initiative connecting communities with information about Alzheimer’s disease, brain health, caregiving, and more. Participants […]
Category: Estates
Financial Planning for a Life with MS: Slides from the Rhode Island Spring Education Conference
It was my pleasure and privilege to participate recently as a presenter at the Rhode Island Spring Education Conference of the Greater New England Chapter of the National Multiple Sclerosis Society. My topic was entitled Adapting: Financial Planning for a Life with MS. You can view the slides from my presentation here: Adapting: Financial Planning […]
Estate and Medicaid Planning for Individuals with Alzheimer’s Disease: Slides from a Presentation at the Caregiver’s Journey Conference
Last week, the Rhode Island’s Alzheimer’s Association did another terrific job with its annual Caregiver’s Journey Conference, a day-long conference for Alzheimer’s caregivers and care professionals. I was privileged to present on the topic of “Estate and Medicaid Planning for Individuals with Alzheimer’s Disease”. I’m posting the slides from my presentation here. Whether or not you attended […]
President Obama to take on “trust-fund loophole”
In his State of the Union address, President Obama will, according to a report in the New York Times, propose what his advisors are calling the “trust-fund loophole”, in order to help finance tax cuts for the middle class. Very interesting. My practice does not involve “trust fund babies” but rather the same middle-class people the […]
Stealth Capital Gains
Many elderly (as well as non-elderly) clients have brokerage accounts which include mutual funds. Many of my clients who have these funds (like perhaps the most of the rest of us) may do nothing more than open the monthly statement from the brokerage firm and glance at the results. Though there are exceptions, most clients […]
Announcing the Long Term Care Planning Blog
Counseling clients facing the prospect of $10,000 per month nursing home costs and other costs of long term care is perhaps the most challenging aspect of the practice of Elder Law. For in addition to knowing substantive law in areas ranging from public benefits to tax planning, the Elder Law practitioner must be aware of […]
Hospice Care, Funeral Planning, and Learning from Others
I was privileged to participate recently in a program entitled Planning for the Future: Stewardship, Finances, and End-of-Life Decisions sponsored by St. David’s on-the-Hill in Cranston. The program, moderated by St. David’s pastor, Father Peter Lane, was a full afternoon of programming, the final session of which I co-presented with Donna Palumbo and Mary Biello […]
Legal and Financial Considerations of Alzheimer’s Disease – Presentation Slides from the Getting Started Education Series
It’s my privilege to be a regular presenter for the Alzheimer’s Association’s Getting Started education series, a set of free workshops held regularly throughout Rhode Island. Over the years I’ve presented Part 3, “Legal and Financial Considerations of Alzheimer’s Disease“, several times, and I thought readers might find my slides useful. The presentation slides are […]
ALS Research Symposium – Presentation on Estate Planning & Public Benefits for Individuals with ALS
Last Sunday, October 19th I was pleased to present at the ALS Research Symposium of the ALS Association, Rhode Island Chapter. The topic of this presentation was Estate Planning & Public Benefits for Individuals with ALS. As promised on that day, I am now sharing my presentation slides (embedded below). If you have more specific questions on […]