Lunch 'N Learn Seminar: Huge Tax Law Changes that Affect Your Estate Plan

1850 W Grand Chute Boulevard,Appleton WI 54913

20 October, 2021

Description

Huge Tax Law Changes that Affect Your Estate Plan Presented by Peter Harbach, Hooper Law The cost of long term care is a common concern among retirees. How do I afford good care without impoverishing my spouse? How do I transition into a reputable care facility? How will selling my house impact my finances and taxes? Will my parents go broke paying for care? Should we sign our house over to our kids? When should we start thinking about our plan? Each are common questions that often have solutions through elder law. In this seminar we will talk about the specifics of planning around assets to ensure both a good quality of care for the future and protection of the people and assets that matter most. About Peter: Attorney Peter Harbach is a partner at Hooper Law Office and the former president of the Wisconsin Council of Estate Planning Attorneys. Peter teaches nationally on elder law topics including Medicaid’s expanded estate recovery laws and Veteran Pension benefit planning. He is a member of Wealth Counsel, Elder Counsel, the National Academy of Elder Law Attorneys (NAELA), the Wisconsin Council of Estate Planning Attorneys, the Wisconsin Elder Law Section, and is accredited by the Department of Veterans Affairs. Peter earned his undergraduate degree in Criminology and Law Studies from Marquette University as a St. Ignatius Academic Scholarship recipient. He then attended Marquette University Law School focusing his course of study in estate planning and family law. Sponsored by: DownSize Fox Cities is part of the Carolyn Stark Real Estate Team at Keller Williams Fox Cities. Focusing on the 50+ real estate market the team has assembled a network of professionals in the community that can assist seniors with everything from wills and trusts to decluttering and home safety. They have put together a monthly seminar series to share that information with the public in both seminar and webinar format. In addition, team members have acquired specialized skills and training to work with folks 50 and older by earning the Senior Real Estate Specialist® designation and membership in the SRES® Council.