Last-Minute Crisis Planning
for Seriously Ill Clients

Join us and nationally renowned estate and elder law planning attorney, Louis W. Pierro, for the final of three 90-minute presentations included in a special series entitled, “Everything You Need to Know About Adding Elder Law & Medicaid Planning to Your Practice”. On this final program, “Last-Minute Crisis Planning for Seriously Ill Clients - - In More Detail”, Lou will cover the following:

  • Why clients in crisis are highly motivated to engage you (and less price-sensitive)
  • How to find them
  • How to build a team to respond to crisis, with the Elder Law Attorney as quarterback!
  • Seven winning legal strategies you can employ immediately in crisis planning
  • How annuities fit into the planning picture
  • Resources available to get you started and help walk you through the first crisis cases
  • And much, much more!

 

  • Program Title: Last-Minute Crisis Planning for Seriously Ill Clients – – In More Detail
  • Speaker:
  • Duration: 90 Minutes

Louis W. Pierro

Louis W. Pierro

Louis W. Pierro is the founder and principal of Pierro, Schaeffer & Connor, LLC, and concentrates his law practice in the areas of Estate Planning, Estate and Trust Administration, Business Succession Planning, Elder Law and Special Needs Planning. Mr. Pierro has been selected to the Best Lawyers in America, the Best Lawyers in New York, Super Lawyers of the Hudson Valley, Top 25 Lawyers in Upstate New York, NY Times Top Attorneys in NY, and he has maintained an AV Preeminent rating from the Martindale-Hubbell since 2001. In addition, Mr. Pierro is Best Lawyers 2014 Lawyer of the Year in Elder Law for the Capital Region. He served as an adjunct professor at Siena College, where he lectured on Estate Planning from 1987-1995, and has lectured extensively on Estate Planning and Elder Law to professional groups across the country.

Mr. Pierro has served as Chair of the Estate Planning Committee, and Committee on Taxation of the Trusts & Estates Section, and the Elder Law Section, of the NYS Bar Association, and he is currently a member of the Elder Law Section Executive Committee. He is founder and Director of Elder Counsel, a national organization of Elder Law and Special Needs law firms, which provides proprietary document drafting software and education to over 800 member firms in all 50 states. He is also President & CEO of Advocates Planning Group LLC, an attorney membership organization dedicated to providing a range of support services to attorneys who prepare and maintain sophisticated trust plans for clients, with a focus on Delaware law. He is currently a member of the National Academy of Elder Law Attorneys; the American Bar Association, Probate and Trust Section; the NYS Bar Association Trusts and Estates and Elder Law Sections; and the Albany County Bar Association (Chair, Elder Law Committee 1993-1998). He has served as a Director of the Estate Planning Council of Eastern New York, Inc.; Senior Services of Albany, Inc.; Alzheimer’s Association of Northeast New York, Colonie Youth Center and McAuley Residence.

A graduate of Lehigh University and Albany Law School, Mr. Pierro was admitted to the New York State Bar in January of 1984, and is licensed to practice in all New York State Courts, the US Supreme Court and the Second Circuit Court of Appeals.

IMPORTANT NOTICE REGARDING CE CREDIT

The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.

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This program is the third and final program of a special 3-part presentation series entitled, “Everything You Need to Know About Adding Elder Law & Medicaid Planning to Your Practice”. This series will give everything you need to know about how to add IRA Beneficiary Trust planning to your practice and includes the following 3 programs:

For more information about the series and to take advantage of a special bundle price for purchasing all 3 programs, click here.