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  • D3. Wills, Trusts and Asset Protection Planning (REPEAT) (Rivard)

D3. Wills, Trusts and Asset Protection Planning (REPEAT) (Rivard)

  • 03/26/2019
  • 04/23/2019
  • 5 sessions
  • 03/26/2019, 9:45 AM 11:15 AM (EDT)
  • 04/02/2019, 9:45 AM 11:15 AM (EDT)
  • 04/09/2019, 9:45 AM 11:15 AM (EDT)
  • 04/16/2019, 9:45 AM 11:15 AM (EDT)
  • 04/23/2019, 9:45 AM 11:15 AM (EDT)
  • AC - Plourde Rec Ctr Conference room
  • 1


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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 regards 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 give you the knowledge to sort through the incorrect and conflicting advice you receive from many sources.  You will emerge with an understanding of the planning approach that is best for you and the next steps you should take.

GROUP LEADER:  Attorney Brenda M. Rivard of O’Connor & 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 application; guardianships and conservatorships; and asset planning to maximize resources and preserve assets.


 Note: day, time and location of this course. 

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

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