VRABE Regional Adult Based Education

How Estate Planning and Asset Protection Can Work Together To Secure Your Nest Egg FP03

30 Seats Available

How Estate Planning and Asset Protection Can Work Together To Secure Your Nest Egg

Sessions:

1

Dates:

10/20/2025

Location: Instructor:
  • Attorney Brendan F. Daly

Meeting Times

  • Monday 6:00 PM - 7:30 PM

Description

Planning for the future can seem overwhelming…and maybe a bit scary. That’s why so many people put it off. But an estate plan is something that every adult should have - especially because we know that life can throw a curve ball at any age. This is why it’s never too early to legally document your wishes and form a game plan for protecting your financial future.  In this session, Certified Elder Law Attorney Brendan Daly will discuss important estate and asset protection planning documents, such as Wills, Living Trusts, Powers of Attorney and Health Care Directives. He’ll also share strategies to protect your assets should an unforeseen crisis occur in your family. You’ll gain an understanding of how the Medicaid rules work and the pitfalls to avoid. Brendan will explain different planning techniques that can protect your life savings from the costs of long-term care.  All students will receive an easy-to-understand trusts guidebook written by our attorneys.

Additional Notes

This class will be held in Room 155. Subject to change, if needed. 

Cancellations & Refund Policy:

  • Vernon Regional Adult Based and Continuing Education reserves the right to make necessary changes, including limiting course enrollment or canceling courses due to insufficient enrollment. If a course is canceled for this reason, registered students will be notified and fully refunded.  

  • Class sessions may be rescheduled due to unforeseen school closures, COVID-related issues, inclement weather, or teacher absences. Refunds or credits will not be provided to students who are unable to attend rescheduled make-up classes.

  • Students assume all risk of changes in their personal schedules. Absence from the class does not reduce the cost of operating our programs, therefore there is no prorating of cost. For this reason student absence does not result in a refund, tuition credit or make-up session.

Fees

  • Class Fee $15.00
Total: $15.00

Note: Registration has not yet begun