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X-WR-CALDESC:Events for Pathway Law
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BEGIN:VEVENT
DTSTART;TZID=UTC:20220303T190000
DTEND;TZID=UTC:20220303T203000
DTSTAMP:20260412T084748
CREATED:20220111T100036Z
LAST-MODIFIED:20220112T020036Z
UID:2315-1646334000-1646339400@pathwaylaw.com
SUMMARY:Prepare for Long Term Care
DESCRIPTION:As we get older\, many of us wrestle with important questions: Do I want to age in place or move to a new living environment? What will my health needs require? What can I afford? This class will focus on leveraging your assets to provide for your best possible care\, while also protecting assets for children or other heirs. There are a dizzying array of options and technical rules that make this a complex planning area\, filled with opportunities and pitfalls. \nLearn about various long-term care planning strategies and the pros and cons of each. This discussion will include the eligibility rules of the MassHealth program and asset protection strategies available to those engaging in advance or last-minute planning. Please note: This is an online class. \nThis class will be led by attorney Benjamin Strobeck through Arlington Community Education.  To register\, click here.
URL:https://pathwaylaw.com/event/prepare-for-long-term-care/
LOCATION:Zoom
CATEGORIES:Long Term Care
ORGANIZER;CN="Arlington Community Education":MAILTO:communityed@arlington.k12.ma.us
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BEGIN:VEVENT
DTSTART;TZID=UTC:20220208T190000
DTEND;TZID=UTC:20220208T203000
DTSTAMP:20260412T084748
CREATED:20220111T075839Z
LAST-MODIFIED:20220112T020817Z
UID:2290-1644346800-1644352200@pathwaylaw.com
SUMMARY:Estate Planning – Advanced Concepts
DESCRIPTION:This class is for those who have already taken Estate Planning Essentials or who have a solid knowledge of estate planning basics. We will dive deeper into end-of-life planning. We’ll cover how to structure trusts for children and heirs to support them on their life journeys\, while still encouraging their personal growth and achievement. We’ll then discuss additional tax planning techniques to minimize estate and capital gains taxes\, potential new tax law changes\, as well as charitable giving tools that can build family unity and shared purpose. \nPlease note: This is an online class will be taught by David W. Adams and is being offered through Arlington Community Education.  Click here to register.
URL:https://pathwaylaw.com/event/estate-planning-advanced-concepts/
ORGANIZER;CN="Arlington Community Education":MAILTO:communityed@arlington.k12.ma.us
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20211028T190000
DTEND;TZID=UTC:20211028T210000
DTSTAMP:20260412T084748
CREATED:20210903T135530Z
LAST-MODIFIED:20210910T164055Z
UID:2288-1635447600-1635454800@pathwaylaw.com
SUMMARY:Estate Planning Essentials
DESCRIPTION:Estate planning is not just for the wealthy—or the old. Nearly everyone has an “estate\,” comprised of everything you own: your car\, home\, other real estate\, checking and savings accounts\, investments\, life insurance\, furniture\, and personal possessions. Regardless of the size of your “estate\,” good planning lets you control how your assets are given to the people or organizations you care most about; sets up your heirs for success by passing on their inheritance in a way that helps them; helps you and your heirs pay substantially less in taxes\, fees\, and court costs; minimizes family strife; and makes it easier for your loved ones to handle your affairs during a time of loss. \nWith both humor and knowledge\, estate planning attorney David Adams will address fundamentals of estate planning including: what happens if you die without a will\, probate and how to avoid it\, how to select a guardian\, how to minimize estate taxes\, and the benefits and problems of trusts. \nThis class will be offered through Arlington Community Education.  To register\, click here.
URL:https://pathwaylaw.com/event/estate-planning-essentials/
LOCATION:Zoom
CATEGORIES:Estate Planning
ORGANIZER;CN="Arlington Community Education":MAILTO:communityed@arlington.k12.ma.us
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BEGIN:VEVENT
DTSTART;TZID=UTC:20210524T190000
DTEND;TZID=UTC:20210524T201500
DTSTAMP:20260412T084748
CREATED:20210204T203715Z
LAST-MODIFIED:20210204T203810Z
UID:2297-1621882800-1621887300@pathwaylaw.com
SUMMARY:Estate Planning: Prepare for Long Term Care (Part 2)
DESCRIPTION:This class will focus on leveraging your assets to provide your best possible care\, while also protecting assets for children or other heirs. As we age\, we face the possibility of contracting chronic or acute medical conditions that may require short-term or long-term assistance. This can be very expensive. For example\, a nursing home can cost $15\,000 or more per month. Primary payment sources for long-term care coverage in a nursing home\, assisted living or home setting are private pay\, long-term care insurance\, reverse mortgages and MassHealth (Medicaid). There are a dizzying array of options and technical rules that make this a complex planning area\, filled with opportunities and pitfalls. Learn about various long term care planning strategies\, and the pros and cons of each. This discussion will include eligibility rules of the MassHealth program\, and asset protection strategies available to those engaging in advance or last-minute planning. \nDavid Adams\, Esq. & Benjamin Strobeck\, Esq. | $35 individual or $55 screen
URL:https://pathwaylaw.com/event/estate-planning-prepare-for-long-term-care-part-1-2/
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ORGANIZER;CN="Arlington Community Education":MAILTO:communityed@arlington.k12.ma.us
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20210517T190000
DTEND;TZID=UTC:20210517T201500
DTSTAMP:20260412T084748
CREATED:20210204T203303Z
LAST-MODIFIED:20210204T203915Z
UID:2295-1621278000-1621282500@pathwaylaw.com
SUMMARY:Estate Planning: Prepare for Long Term Care (Part 1)
DESCRIPTION:This class will focus on leveraging your assets to provide your best possible care\, while also protecting assets for children or other heirs. As we age\, we face the possibility of contracting chronic or acute medical conditions that may require short-term or long-term assistance. This can be very expensive. For example\, a nursing home can cost $15\,000 or more per month. Primary payment sources for long-term care coverage in a nursing home\, assisted living or home setting are private pay\, long-term care insurance\, reverse mortgages and MassHealth (Medicaid). There are a dizzying array of options and technical rules that make this a complex planning area\, filled with opportunities and pitfalls. Learn about various long term care planning strategies\, and the pros and cons of each. This discussion will include eligibility rules of the MassHealth program\, and asset protection strategies available to those engaging in advance or last-minute planning. \nDavid Adams\, Esq. & Benjamin Strobeck\, Esq. | $35 individual or $55 screen
URL:https://pathwaylaw.com/event/estate-planning-prepare-for-long-term-care-part-1/
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ORGANIZER;CN="Arlington Community Education":MAILTO:communityed@arlington.k12.ma.us
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20210511T190000
DTEND;TZID=UTC:20210511T203000
DTSTAMP:20260412T084748
CREATED:20210204T201410Z
LAST-MODIFIED:20210204T204251Z
UID:2294-1620759600-1620765000@pathwaylaw.com
SUMMARY:Preserving and Passing On the Family Cottage (without destroying the family!)
DESCRIPTION:Vacation homes often represent some of a family’s most cherished memories and legacies for children and grandchildren. However\, planning for their transfer to the next generation can be messy and lead to significant family conflict. Also\, adding your children as co-owners to your vacation home during your lifetime can have significant negative tax consequences\, as well as expose your treasured home to your children’s creditors. With ample time for questions\, we will review issues such as: Who can be an owner? How are decisions to be made regarding repairs and upkeep? Who can use the home and when? How do we fund the future costs? We will cover planning techniques that create a smooth transition of your family home while protecting this family asset for generations to come. \nTuesday\, May 11 | 7:00 – 8:30 pm | $29 individual or $45 screen
URL:https://pathwaylaw.com/event/preserving-and-passing-on-the-family-cottage-without-destroying-the-family/
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ORGANIZER;CN="Arlington Community Education":MAILTO:communityed@arlington.k12.ma.us
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