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NYC (V) What is Elder Law and When Should You Hire an Elder Law Attorney? - (6/13/24 6pm)
Thursday, June 13, 2024, 6:00 PM - 7:30 PM (ET)
Have you ever thought about what elder law attorneys do? Do you know when you should see an elder law attorney and/or when you should see an estate planning attorney?
Join Lorese Phillips, Esq., an estate planning and elder law attorney from New York City, as she discusses exactly what distinguishes elder law attorneys from estate planning and/or other attorneys, and when an elder law attorney is the professional to see.
This presentation will shed light on what elder law attorneys do and how they differ from estate planning and other attorneys. Our presenter will discuss the unique legal issues and challenges facing older adults, as well as persons with disabilities.
- The “Must Have” planning documents including Wills, trusts, health care and financial advanced directives, and beneficiary designations;
- Tax Planning – even when paying an estate or inheritance tax is not an issue;
- Who or what is a “fiduciary” and considerations in selecting fiduciaries, including Executors, Trustees, Guardians, health care proxies and agents under a Power of Attorney;
- Arranging for care when needed – considerations in receiving care at home, or at an assisted living residence or nursing home;
- Planning for long-term care for yourself and/or a loved one, including long-term care insurance, asset protection planning, what Medicare provides, and when other government benefits may be needed, including Medicaid;
- Preventing and addressing issues of elder abuse, including neglect, physical abuse and financial exploitation;
- Legal guardianships and conservatorships – when they are necessary, when they are recommended and alternatives.
OUR PRESENTER: LORESE PHILLIPS
Lorese Phillips is an attorney in private practice in New York City with over twenty-six years of experience in all aspects of trusts and estates and Elder Law. Her practice includes preparing Last Wills, trusts, and advanced directives, and counseling clients, including the elderly and persons with disabilities, on long-term care and asset protection planning as well as eligibility for government benefits. She also counsels clients on estate and trust administration and guardianships.
Ms. Phillips has been recognized by Best Lawyers in America in Elder Law for 2022, 2023, 2024 as well as Super Lawyers. She is an active member of the New York State Bar Association, where she serves on the Executive Committee of the Elder Law and Special Needs Section and is co-vice Chair of the Estates, Tax and Trusts Committee. She is also an active member of the New York City Bar Association and the National Academy of Elder Law Attorneys (NAELA). Ms. Phillips lectures regularly to both professionals and the public on estate planning and Elder Law issues.
For guest questions please email - nyc@ttnwomen.org.
Registration is required before Thursday, June 13, 2024 at 4:00 PM