When

Friday, July 13, 2018 from 11:30 AM to 1:30 PM PDT
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Where

Maggiano's Little Italy (at Santana Row) 
3055 Olin Ave #1000
San Jose, CA 95128
 

 
Driving Directions 

Contact

Susan Adams 
Financial Planning Association of Silicon Valley 
877-808-2699 
execdirector@fpasv.org 
   

July 2018 Luncheon Meeting

   

Crucial Estate Planning Issues for Elders:

Powers of Attorneys, Long-Term Care Planning, and Medi-Cal

 Speaker: Alma Soongi-Beck

Meeting Description 

Are your clients or loved ones age 60 or older, and concerned about being able to afford long-term care in the home or elsewhere? Are they concerned about the government coming after their home or assets if they enroll in Medi-Cal to help pay for health care or long-term skilled nursing?  This session will debunk myths about Medi-Cal and long-term care options, highlight real risks, and explain how estate planning documents can protect the client's family. We will also cover special issues for married, unmarried, and same-sex couples.

1.5 hours CFP CE is available for this session pending approval by the CFP Board.

Featured Partner:  Scott Pyes, Natixis

**Ethics for CFP Professionals will be offered in a separate session at 2pm on July 13th.  If you would like to also register for Ethics, it is $40 for members and $60 for non-members.  Registration for both can be done simulateneously.

Speaker Biography

Alma Soongi Beck is a partner in the Trusts and Estates Group of Lakin Spears, LLP and is certified by the State Board of Legal Specialization as a specialist in estate planning, trust and probate law.

Prior to joining Lakin Spears, Alma was principal and founding attorney of The Beck Law Group, P.C. Alma’s estate planning practice focuses on revocable living trusts, wills, and powers of attorney, which includes Medi-Cal and long-term care planning, IRA Inheritance Trusts, and beneficiary controlled irrevocable trusts. For unmarried and same-sex couples, she also offers consultations on the legal and tax implications of domestic partnership, marriage, and property co-ownership. Alma also assists individuals and families with trust administration, probate, and other post-death administration of property.

Alma regularly conducts public and private seminars on a variety of estate planning topics such as marriage, domestic partnership, estate planning and property issues for lesbian, gay, bisexual, transgender (LGBT) individuals, couples and families, as well as Medi-Cal, long-term care and IRA Inheritance Trust planning.

Pricing and Registration (Lunch is included)

Register early!  Advanced pricing is available through July 9th:           

  • FPA Members and First Time Visitors:  $40
  • Non-Members:  $60

**Ethics will be offered in a separate session at 2pm on July 13th.  If you would like to also register for Ethics, it is $40 for members and $60 for non-members.  Registration for both Chapter Meeting and Ethics can be done simulateneously.

After July 9th:

  • FPA Members:  $60
  • All Non-members:  $75

Online Registration is open through Monday, July 9th. At-the-door registration is available but limited, so pre-registration is strongly encouraged.

No refunds after 12:00 pm on Tuesday, July 10th.