Asset Preservation Planning (RSVP by 3/14 for in-person)
CNY Estate Planning Monthly Meeting: Asset Preservation Planning
March 16th at Noon, Hybrid at Central New York Community Foundation
Ami Longstreet - Ami Longstreet has been at Mackenzie Hughes since 1998. She is chair of the trusts and estates department of the Firm, and is a member of the Firm’s Executive Committee. She concentrates her practice in the areas of elder law, guardianships, planning for individuals with disabilities and estate and trust planning and administration.
Topic: Ami will discuss asset preservation planning, including the Medicaid rules, transfer of assets, look back and penalty periods, the different rules for community based care and institutional care, spousal refusal and crisis planning.
**One hour of Continuing Legal Education credit in the area of Professional Practice provided by Mackenzie Hughes LLP, a NYS CLE Accredited Provider, is available for attorneys who attend in person. This program is appropriate for both newly admitted and experienced attorneys. **
Food: We will be ordering from Boulangerie Cafe. The menu is included as a link with this invitation. Please specify which sandwich, wrap, or salad, and desert, if any, you would like when confirming your attendance. Please reserve by 3/14 to ensure we are able to order your specific meal and desert. (You will be prompted to provide your menu options during registration).
Zoom:
Join Zoom Meeting
https://cnycf-org.zoom.us/j/96213148428?pwd=cnBBQmRIdmsxS2trQXhiVTRBNmgxZz09
Meeting ID: 962 1314 8428
Passcode: 107613
