Dollars & Sense: Legal & Financial Workshops with Baron Law
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These workshops are presented by Baron Law LLC. Attorney Dan A. Baron focuses his practice in the areas of estate planning and elder law. Mr. Baron is a member of the Ohio Bar Association, Cleveland Metropolitan Bar Association and Elder Counsel. Dan is a published author and creator of Dollars and Sense© magazine. For 2019, 2020, and 2021 he was nominated by his professional peers as Ohio’s Super Lawyer, rising star.
Registration is required for each program. Program includes a complimentary meal: Turkey or Ham cheddar wrap, chips, cookie, bag of chocolates and drink. Vegetarian meal available upon request.
Avoiding a Medicaid Spend Down
Nationwide, nursing home costs are now $9,328.00 per-month. Without proper planning, what you’ve spent a lifetime building could end up being part of a Medicaid spend down. During this one-hour workshop, we will explore the various options to protect your nest egg through trust planning strategies. Using real life examples and a hands-on approach, we will discuss the following topics:
*Asset Protection Trusts
*Irrevocable vs. Revocable Trusts
*LTC Insurance – is it worth it?
Workshop includes lunch. Deadline to register is October 4.
Location: Ellenwood Center Gymnasium
Dates: Tuesday, October 11
Time: 11:00 am – 12:30 pm -OR- 1:30 pm - 3:00 pm
Don't Go Broke In A Nursing Home
Medicare only covers the first 100 days and the average yearly cost of a nursing home is $111,936.00. Learn the essential asset protection planning tools through this workshop to shield what you’ve spent a lifetime trying to build. Through various elder law planning strategies, attendees will learn about
Medicaid Asset Protection Trusts, LTC insurance, Veterans benefits, and more. Workshop includes light dinner. Deadline to register is October 10.
Location: Ellenwood Center Room 1
Date: Monday, October 17
Time: 6:30 pm – 8:00 pm