Events & Seminars

Past Events

Ask Brian: a Q&A webinar - Episode 3

Webinar
August 11, 2021

Have an elder law question or need guidance on a care issue? "Ask Brian" is a Q & A webinar series where we invite you to submit a question and hear Brain's response on the webinar.  

Whether you are a client of ours, a professional colleague, or someone just getting started in your estate planning, we're here to help.


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Health Care Alphabet: Update for 2021

Webinar
August 4, 2021

Since the pandemic, there is an even greater need to understand your options in the event of a medical crisis. It can be overwhelming when you are faced with complicated decisions and unfamiliar terms such as; HCP, LW, DNI, DNR and MOLST.

Join Brian Andrew Tully, Esq as he explains each of these terms and how each of these documents can help you plan for your wishes to be carried out in the event of a medical crisis.


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Estate Tax Update: Planning for Married Couples

Webinar
July 21, 2021

In New York, both federal and state estate taxes exist and if certain strategies are not implemented in your lifetime estate plan, you run the risk of paying upwards of 50% in combined estate taxes.

Join Brian Andrew Tully, Esq. as he shares the number one estate tax strategy for married couples in light of the current estate tax environment and the changes that are expected to occur.


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Navigating Your 2nd Half: Conversations on Planning with guest Paul Adamo, CPA

Webinar
July 21, 2021

Many of us intend to meet life's milestones with our financial goals in place. While navigating the 2nd half of life brings changes to our financial needs, it is important to have a comprehensive financial and legal plan designed to minimize risk, protect assets and provide for potential long-term care needs.

Join Brian Andrew Tully, Esq., as he and his guest Paul Adamo, CPA of Professional Wealth Associates, discuss how Social Security, Income Taxation and Medicaid factor into designing a successful financial plan.


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Ask Brian: a Q&A webinar - Episode 2

Webinar
July 14, 2021

Have an elder law question or need guidance on a care issue? Submit your question and Brian will answer it during the next Q & A webinar. Whether you are a client of ours, a professional colleague, or someone just getting started in your estate planning, we're here to help.


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Estate Planning: 101

Webinar
July 7, 2021

Learn the basic estate planning documents every adult needs to have regardless of age, wealth, or health. Join Brian Andrew Tully, Esq. as he breaks down the essential documents that go beyond the Last Will & Testament to ensure your wishes for your healthcare, finances and assets are handled in the event you are unable to.


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Navigating Your 2nd Half: Conversations on Planning with guest Charles Defranco

Webinar
June 30, 2021

Brian Tully Esq. and his guest, Charles Defranco of ValuCare, a home care agency,  will discuss the many options available to seniors and answer questions on how to choose the best Managed Long-Term Care company or in-home caregiver for your loved one. 


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Special Needs Planning: The How's & Why's of SNT's

Webinar
June 23, 2021

If you are a parent or a grandparent of a child with special needs, you may be considering an inheritance for your loved one after your passing.

Unfortunately, there are many risks involved if the right estate planning is not put into place. Join Brian Andrew Tully as he shares the legal strategies behind the Supplemental Needs Trust.


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Ask Brian: a Q&A webinar - Episode 1

Webinar
June 16, 2021

Have an elder law question or need guidance on a care issue? Submit your question and Brian will answer it during the next Q & A webinar. Whether you are a client of ours, a professional colleague, or someone just getting started in your estate planning, we're here to help.


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Medicaid: Only Months Left to Protect and Apply

Webinar
June 9, 2021

Significant changes to the Community Medicaid program are coming soon. There are only a few months left to plan, protect assets and apply before the January 1st deadline when look-back periods and penalties will begin.

Join Brian Andrew Tully, Esq.as he shares the legal strategies available to protect assets and how the Community Medicaid program can help your loved one so they can stay home safer and longer.


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Let our elder care experience bring you the peace of mind you deserve.
Fill out the form below to request a consultation.
Brian Tully, Esq.

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