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  • A11. Wills, Trusts and Asset Protection Planning

A11. Wills, Trusts and Asset Protection Planning

  • 09/19/2024
  • 10/24/2024
  • 5 sessions
  • 09/19/2024, 1:00 PM 2:30 PM (EDT)
  • 09/26/2024, 1:00 PM 2:30 PM (EDT)
  • 10/10/2024, 1:00 PM 2:30 PM (EDT)
  • 10/17/2024, 1:00 PM 2:30 PM (EDT)
  • 10/24/2024, 1:00 PM 2:30 PM (EDT)
  • In Person - Kennedy 119 at Assumption University
  • 36

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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 regard to health and finances; financing health and residential needs; protecting family members; and planning for death. We will discuss protecting assets, 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.

Brenda Rivard has over 25 years of experience. Her practice is in West Boylston and she specializes in life/estate planning for all ages; specific elder law issues; probate estate administration; Medicaid planning and applications; special needs planning; guardianships and conservatorships; and asset planning to maximize resources and preserve assets. Her practice is comprised of specialized areas of the law which requires continuous education to provide the best representation possible.


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Worcester Institute for Senior Education (WISE)
Assumption University, 500 Salisbury Street, Worcester MA 01609
wise@assumption.edu
508-767-7513

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