Estate & Trust Planning, Medicaid, Long-Term Care Planning, and More!
Education is a key focus at Pierro, Connor & Strauss. Our media library highlights the most current planning strategies.
Watch, learn and then schedule a free consultation to get personalized recommendations that meet your goals.
Planning to qualify? Already getting Medicaid? In this series of 30-minute videos, Pierro, Connor & Strauss attorneys break down the process, procedures and insider ‘tips’ for you to take advantage of these Federal long-term care benefits.
In this video, Lou Pierro and Frank Hemming will share and analyze the newly released eligibility numbers for 2024. Watch this interactive program for tangible insights on how to qualify you, a loved one or a client for New York Medicaid.
In this video, Lou Pierro and Frank Hemming will discuss the ‘well spouses’ rights in Medicaid. If your spouse is applying for Medicaid, but you don’t need long-term care services, how can you avoid spending your life savings when taking care of your spouse? In this Medicaid Monday webinar, learn about the rights of spouses concerning Medicaid.
In this video, attorney Frank Hemming is joined by Sarah Grimes of NYSARC as they discuss how to use pooled trusts to qualify for Medicaid Home Care.
attorneys Lou Pierro and Frank Hemming are joined by Susan Vail, care coordinator at EverHome Care Advisors to explain strategies to obtain care once you have qualified for Community Medicaid – the only government program that covers long-term care expenses.
In this video, attorneys Aaron Connor and Frank Hemming cover how Medicaid Asset Protection Trusts work to qualify for Medicaid.
In this video, attorneys Louis Pierro and Frank Hemming cover Nursing Home Medicaid.
In this video, attorneys Aaron Connor and Frank Hemming cover a 2-part series on Home Care Applications. Learn about financial eligibility from the perspective of proactive estate planning.
In this video, attorneys Lou Pierro and Frank Hemming cover part 2 of the series on Home Care Applications. Learn about the process for Medicaid applicants in navigating NYIA, Managed Long-Term Care and applying for the fast-track Immediate Needs Program.
In this video, attorneys Lou Pierro and Frank Hemming cover the long-anticipated 30-month loopback for asset transfers for those applying for Medicaid Home Care in New York. After years of delays, the New York State Health Department is poised to implement this significant change at some point, which could impact applicants, caregivers and professionals alike.
In this video, attorneys Lou Pierro and Frank Hemming are joined by special guest, Bryan O’Malley, Executive Director of CDPAANYS to help you understand some of the major changes to the Consumer Directed Personal Assistance Program. Governor Kathy Hochul recently chose Public Partnerships LLC to manage the $9 billion contract for the Medicaid home care program – replacing the current system with more than 600 “fiscal intermediaries.” There will also be 30 regional partners. The overhaul of the program has drawn protests and criticism, but Hochul says reforms are necessary to save money and ensure home care is delivered to those who need it.
In this video, attorneys Aaron Connor and Frank Hemming cover fair hearings and tips to ensure a favorable outcome when applying for Medicaid.
In this video, attorneys Louis Pierro and Frank Hemming cover the recertification process following COVID and other new protocols surrounding Medicaid.
In this video, attorneys Aaron Connor and Frank Hemming cover how to plan for individuals with disabilities and how it relates to Medicaid.
How can someone with a chronic condition apply for immediate long-term care services through Medicaid, instead of going through a process that often takes up to three months or more? In this Medicaid Monday webinar, elder law attorneys Louis Pierro and Frank Hemming explain options for expedited care.
Take control of Long-Term Care Planning. Find out how you can hire your own caregivers and remain in the comfort of home – with costs covered by Medicaid. In this webinar, elder law attorneys Louis Pierro and Frank Hemming are joined by special guest Bryan O’Malley, Executive Director of CDPAANYS. They’ll explain how the Consumer Directed Personal Assistance Program works including all the updates.
If you are planning ahead or need long-term care services now, what’s the best way to receive care? If a nursing home is not the preferred option, how can your resources be applied to other living arrangements, including senior housing, assisted living facilities or your own home? In this program, elder law attorney Frank Hemming is joined by special guests Bob Vandy, President of Advisors Insurance Brokers and Frank Melia, Division Manager at Contour Mortgage to explore creative planning techniques to cover LTC costs and retain independence.
Watch our 12th webinar of the year, as we draw from the top strategies covered in the Medicaid Monday series to help you or a client qualify for Medicaid benefits. With a case study approach, Louis Pierro and Aaron Connor of Pierro, Connor & Strauss zero in on the tools and techniques to obtain government-funded long-term care in New York.
If you want your wishes to be crystal clear upon your passing, then estate planning documents such as a Will or Trust are crucial to have in place. Which one is right for you? Or should you have both? How can you make sure your property will go to the heirs you choose, without legal challenge or excessive delays?
Whether you are new to estate planning or thinking ahead to retirement, this video will detail how you can protect your assets and secure a legacy for your family. Hosted in February 2022 by The Legal Project and by Capital Area Multi-Agency Employee Assistance Program, attorneys Lou Pierro and Aaron Connor.
2022 is expected to bring changes to estate and tax policy, Medicaid and more. If you have a trust or are thinking about creating one, it is important to anticipate what’s ahead so you can maximize wealth, minimize tax and achieve all of the goals for your trust.
As we head into 2022, what planning should you be doing to protect yourself and your family, to minimize taxes and to preserve assets? Join Lou Pierro for an educational program presented by CMH Foundation.
In 30 minutes Lou Pierro and Peter J. Strauss explain how you can button up the basics of your estate plan with a Will, Powers of Attorney, Health Care Proxy and Disposition of Remains Appointment.
Just like the knife with its many compartments and portability, trusts offer complex options all in one place with razor sharp precision customizable to your needs.
In this presentation brought to you by Pierro, Connor & Strauss and the CMH Foundation, Lou Pierro covers some advanced estate planning strategies to help preserve your assets.
SECURE Act Changes And What it Means For Your Estate & Retirement Plan
In this webinar hosted by Louis W. Pierro & Peter J. Strauss speak about the latest government benefits and trusts you can take advantage of to help avoid common pitfalls.
Pooled Trusts, a Pierro, Connor & Strauss webinar
Learn how to navigate the health risks of COVID-19 and about drastic, upcoming Medicaid changes that will limit access to home care
From the Hospital to Rehab to Homecare, a Pierro, Connor & Strauss webinar
In this video, Louis W. Pierro, Intergen Host, presents the case study to set the stage for the 17th Annual Intergenerational Estate Planning Conference at the Union League Club on November 29, 2022. This video lays the foundation for the planning techniques described throughout the series.
In this video, Daniel Cooper of Empire Valuation Consultants covers current business evaluation planning strategies at the 17th Annual Intergenerational Estate Planning Conference hosted at the Union League Club on November 29, 2022.
In this video, Caryn Keppler of Pierro, Connor & Strauss covers current estate planning strategies at the 17th Annual Intergenerational Estate Planning Conference hosted at the Union League Club on November 29, 2022.
In this video, Frank Melia of Contour Mortgage delivers remarks at the 17th Annual Intergenerational Estate Planning Conference hosted at the Union League Club on November 29, 2022.
In this video, Mitchell Sorkin of EisnerAmper, covers current tax planning strategies at the 17th Annual Intergenerational Estate Planning Conference hosted at the Union League Club on November 29, 2022.
In this video, Louis Pierro of Pierro, Connor & Strauss covers current corporate planning at the 17th Annual Intergenerational Estate Planning Conference hosted at the Union League Club on November 29, 2022.
In this video, Lee Slavutin of Stern Slavutin – 2 Inc. covers current insurance planning strategies at the 17th Annual Intergenerational Estate Planning Conference hosted at the Union League Club on November 29, 2022.
In this video, Peter J. Strauss of Pierro, Connor & Strauss covers current elder law planning strategies at the 17th Annual Intergenerational Estate Planning Conference hosted at the Union League Club on November 29, 2022.
Caryn B. Keppler, Esq. hosts a panel of art sellers, managers, and business experts to help you understand the pitfalls of planning in order to save substantial money, taxes, and frustration. Featuring Guest Speakers: Rebecca Lcokwood, Esq., Senior Vice President, Director of Development, Sotheby’s; Colin Stair, Founder and President, Stair Galleries & Restoration, Inc; Lori Hotz, Co-Founder, Lobus.
Caryn B. Keppler, Esq. hosts a panel of art sellers, managers, and business experts to help you understand the pitfalls of planning in order to save substantial money, taxes, and frustration. Featuring Guest Speakers: Ezra Levine, CEO and Co-Founder, Collectable; Julian Schubach, Vice President/Wealth Management, Head of Entertainment Division, ODI Financial
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