Sep 29, 2022
Jun 15, 2022
Oct 17, 2021
Jun 18, 2021
Jun 11, 2021
Webinar, Feb 16, 2021
Webinar, Sep 15, 2020
“Diagnosis of Dementia: Now What?”
Jul 1, 2020
Case Law Update: Estate Planning, Probate & Elder Law Section
Akron Bar Association, Jun 19, 2020
Estate Planning, Medicaid, Medicare, and VA benefits
Mentor, OH, Sep 16, 2019
Estate Planning, Medicaid, Medicare, and VA benefits
Westlake, OH, Sep 9, 2019
Qualifying for Medicaid: Eligibility Criteria
Cleveland, OH, Jun 13, 2019
Special Needs Trusts: Protecting Benefits While Providing for Beneficiary Expenses
Cleveland, OH, Jun 13, 2019
Benefit Programs for Individuals with ASD
Cleveland, OH, Jun 11, 2019
Medicaid Asset Planning: Special Needs Trusts
Akron, OH, Jun 11, 2019
The Modern Family: Estate Planning and Litigation Issues for Blended Families
Columbus, OH, Mar 21, 2019
Recent Rule Changes to the VA Pension
Westlake, OH, Feb 21, 2019
Planning for the Future: Legal and Financial Issues for Individuals with Dementia
Cleveland, OH, Jan 24, 2019
Medicaid Planning - Excluded vs. Countable Assets
Cleveland, OH, Nov 9, 2018
Cleveland, OH, Jun 15, 2018
Legal and Financial Issues Planning for the Future for the Disabled Relative
Solon, OH, May 24, 2018
Legal and Financial Issues – Planning for the Future
Cleveland, OH, Nov 7, 2017
Medicare, Medicaid and VA Benefits
Toledo, OH, Oct 26, 2017
Medicaid and VA Benefits: What Every Estate Planner Needs to Know
Cleveland, OH, Oct 17, 2017
The Probate Process Explained, and Distinguishing Between Probate and Non-Probate Assets
Akron, OH, Sep 25, 2017
Trusts: The Ultimate Guide
Cleveland, OH, Aug 30, 2017
Assisting Clients with Special Needs: A Look at Stable Accounts
Cleveland, OH, Aug 24, 2017
The Ins and Outs of Veterans Benefits
Copley, OH, Jul 23, 2017
Estate Planning and Guardianship Administration
Cleveland, OH, Jun 22, 2017
Power of Attorney and Fiduciary Documents Best Serving our Elderly
Cleveland, OH, Jun 22, 2017
Planning for Individuals With Disabilities with Their Families: Special Needs Trusts and STABLE Accounts
Cleveland, OH, Jun 15, 2017
Diminished Capacity: Warning Signs, Risk Factors, and What to Do Next
Cleveland, OH, Jun 14, 2017
Legal and Financial Planning for Alzheimer’s Disease
Bay Village, OH, May 18, 2017
Beyond the Basics: Estate and Long-Term Care Planning
Richfield, OH, May 11, 2017
Estate Planning for the Disabled and Ethical Considerations
Akron, OH, Dec 16, 2016
Special Needs Trusts in Settlements
Cleveland, OH, Dec 14, 2016
Are your Power of Attorney Forms Out of Date?
Geauga County, OH, Oct 7, 2016
Medicaid Update
Independence, OH, Sep 21, 2016
Medicaid Update in Ohio, ABLE Accounts, and VA Benefits
Independence, OH, Jun 29, 2016
Medicaid Regulation Update, ABLE Accounts and VA Benefits
Berson-Sokol Insurance Agency Financial Planners Seminar, Beachwood, OH, Jun 15, 2016
Planning Methods to Control Medical Treatment
National Business Institute CLE, Cleveland, OH, Apr 26, 2016
“Planning Methods to Control Medical Treatment”
National Business Institute CLE re Drafting Effective Wills and Trusts Seminar, Cleveland, OH, Apr 18, 2016
Special Needs Disability and Long Term Care Planning
Toledo/Sandusky Chapter of Financial Service Professionals, Toledo, OH, Feb 18, 2016
Estate Planning, Powers of Attorney and Planning for Long Term Care
Charles Schwab Private Client Group, Westlake, OH, Oct 15, 2015
Executive Caterers at Landerhaven-6111 Landerhaven Drive - Mayfield Hts., OH, Sep 19, 2015
Celebrating Women…Health, Wealth, Wellness
The McGregor Foundation, Cleveland, OH, Sep 19, 2015
Celebrating Women…Health, Wealth, Wellness
The McGregor Foundation, Cleveland, OH, Sep 19, 2015
Hot Topics in Elder and Special Needs Law
Charles Schwab Advisors, Westlake, OH, Aug 18, 2015
Special Needs Trusts
National Business Institute CLE, Cleveland, OH, Jun 24, 2015
Ask our Experts: The White House Conference on Aging Forum
Cleveland, OH, Jun 4, 2015
