Upcoming Seminars

To sign up click on the Seminar title. This will take you to a simple sign-up form.

 

  • Tuesday | January 23, 2018 @ 6:30 pm | Community House | 5 Union St. | Milford, NH

Why Most Trusts Fail – and How to Make Yours Succeed

This seminar seminar will cover:

  • Why most living trusts do not work
  • What is trust funding and why is it essential
  • How to reduce professional fees in the overall cost of a trust-based plan
  • How to utilize trusts to protect your loved ones’ inheritance against creditors and divorces.
  • What are the benefits of a formal estate plan maintenance program?

 

  • Tuesday | January 30, 2018 @ 8:00 – 9:30am | Black Forest Cafe | 212 Route 101 | Amherst, NH

Anatomy of an Estate Plan – Breakfast Seminar for Professionals

Attorney Sienkiewicz will present a case study of a married-couple, MA household, one W-2 spouse, one self employed, with NH source income and two children.

Revocable credit shelter trusts, pourover wills, and financial and healthcare powers of attorney, as well as the three processes that make our planning practice significantly different from that or other attorneys will all be illustrated.

 

2017 Past Seminars

 

  • Thursday | December 14, 2017 @ 8:00 – 9:30am | Black Forest Cafe | 212 Route 101 | Amherst, NH

How Trusts Protect Assets – Tax Professionals Breakfast Seminar

Trusts are powerful tools for protecting assets across the generations. Even the ubiquitous revocable trust is a powerful asset-protection tool when used correctly. Spendthrift Trusts, IRA Trusts, Medicaid Irrevocable Trusts, Supplemental Needs Trust, and self-settled Domestic Asset Protection Trusts will all be covered.

 

  • Tuesday | November 7, 2017 @ 8:00 – 9:30am | Black Forest Cafe | 212 Route 101 | Amherst, NH | One Hour CE credits for CFPs
  • How Trusts Protect Assets – Financial Advisor Breakfast
    Trusts are powerful tools for protecting assets across the generations. Even the ubiquitous revocable trust is a powerful asset-protection tool when used correctly. Spendthrift Trusts, IRA Trusts, Medicaid Irrevocable Trusts, Supplemental Needs Trust, and self-settled Domestic Asset Protection Trusts will all be covered.

 

 

Medicaid Irrevocable Trusts are powerful tools that can preserve assets for your clients where long-term care insurance is not an option or they want more coverage than they are willing or able to purchase. Think of these trusts as umbrella policies with a one-time premium. However, the rules are changing rapidly, and thousands of these trusts have been written which, recent court cases tell us, will not work when put to the test.

 

Attorney Sienkiewicz will present:

-Trust Based Medicaid Planning

-Using Income – Only Trusts While Qualifying for Medicaid

-Tax Aspects of Medicaid Planning

 

Attorney Sienkiewicz will be presenting at this Continuing Legal Education Seminar.

 

This seminar is designed to educate citizens over age 50 and their adult children about the risk to your legacy posed by the cost of nursing home care and how to avoid it.

 

Attorney Sienkiewicz will be presenting at this Seminar for Attorneys and Other Service Providers in New England.

 

This seminar is designed to educate citizens over age 50 and their adult children about the risk to your legacy posed by the cost of nursing home care and how to avoid it.

 

Attorney Sienkiewicz will be presenting at this Seminar.

 

This seminar is designed to educate citizens over age 50 and their adult children about the risk to your legacy posed by the cost of nursing home care and how to avoid it.

 

This seminar is designed to educate citizens over age 50 and their adult children about the risk to your legacy posed by the cost of nursing home care and how to avoid it.