Log in
  • Home
  • C11. Wills, Trusts and Asset Protection Planning (Rivard) (Thursday)

C11. Wills, Trusts and Asset Protection Planning (Rivard) (Thursday)

  • 02/08/2018
  • 03/15/2018
  • 5 sessions
  • 02/08/2018, 9:45 AM 11:15 AM (EST)
  • 02/15/2018, 9:45 AM 11:15 AM (EST)
  • 03/01/2018, 9:45 AM 11:15 AM (EST)
  • 03/08/2018, 9:45 AM 11:15 AM (EST)
  • 03/15/2018, 9:45 AM 11:15 AM (EDT)
  • Plourde Recreation Center Conference Room
  • 7


Registration is closed

Attorney Rivard will offer a clear and concise primer in the basic legal planning for lifetime decision making to protect you and your family with regard to health and finances; financing, health and residential needs; protecting family members; and planning for death.  We will discuss planning for second marriages and special needs beneficiaries, as well as avoiding probate.  The course will offer the knowledge to sort through the incorrect and conflicting advice received from many sources.   Topics covered will be Health Care Proxies, Durable Powers of Attorney, Living Wills, HIPAA Waivers, wills, trusts, and estate and trust administration.

 GROUP LEADER:  Brenda Rivard of O’Connor and Rivard Attorneys PC is an experienced attorney who specializes in life/estate planning for all ages; specific elder law issues; probate estate administration; Medicaid planning and applications; guardianships and conservatorships; and asset planning to maximize resources and preserve assets.

Join us on social media

What's on this site?

Worcester Institute for Senior Education (WISE)
Assumption University, 500 Salisbury Street, Worcester MA 01609

Powered by Wild Apricot Membership Software