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DTSTART:20260310T154500Z
DTEND:20260310T173000Z
LOCATION:Alberto's Hyannis 360 Main St Upper, Hyannis, MA 02601
UID:2910120260310T154500ZLTC and Medicaid Trust planning
DTSTAMP:20260501T091422Z
DESCRIPTION:\nJoin us for an in-depth program designed for professionals seeking practical strategies to help families prepare for the realities of long-term care in the era of the “Silver Tsunami.” As 10,000 Americans turn 65 each day and demand on healthcare and long-term care systems accelerates, this session focuses on proactive planning that protects both assets and family well-being.\n \nLeni Webber licensed insurance agent specializing in long term care with ACSIA Partners will examine how long-term care insurance can be used as a powerful, tax-advantaged tool within a comprehensive planning strategy. The discussion emphasizes real-world application, demonstrating how thoughtful planning can preserve wealth, reduce risk, and create better outcomes for families.\n \nIn Part II, Rebecca S. Spinner, Esq., an experienced estate planning and elder law attorney with Surprenant, Beneski & Nunes, P.C., delivers a focused presentation on the rules, consequences, and primary strategies for asset protection using Medicaid and trusts. Tailored to a professional audience, this segment moves beyond foundational definitions to concentrate on the “why”—including strategic decision-making, tax considerations, and risk management—equipping attendees with actionable insights to better advise clients facing long-term care and estate planning challenges.\n \nSpeaker bios:\n \nRebecca S. Spinner, Esq. is a Senior Associate Attorney at Surprenant, Beneski & Nunes, P.C., an estate planning and elder law firm with offices serving the Cape Cod and South Shore region (Hyannis, New Bedford, Easton, & Plymouth). Rebecca specializes in elder law and asset preservation planning, focusing on protecting her clients from the high costs of long-term care. She works closely with other attorneys, financial advisors, and planners to make sure her client’s assets are safe. Rebecca is an active member of the Massachusetts Chapter of the National Academy of Elder Law Attorneys (MassNaela) and the Massachusetts LGBTQ Bar Association.\n \nLeni Webber CLTC, CLU, MSW\n \nLeni’s life-altering experience as a caregiver for her mother initially led her to\n \nthe long- term care insurance field. It also strengthened her resolve to present\n \nrealistic, genuine long term care solutions for others. Since then Leni has\n \nbecome a knowledgeable long term care insurance expert and is a member of\n \none of the nation’s largest and most successful long term care brokerages,\n \nACSIA Partners.\n \nLeni is committed to letting others know the options available so that they can\n \nmake the best possible plans and avoid catastrophic financial loss and\n \nemotional upheaval. Her article, “COVID-19 And Long Term Care Planning”,\n \nco-authored with Margie Barrie, appeared in the March 2021 issue of Broker\n \nWorld. She was recently cited in Think Advisor, in an article regarding uses of\n \nlong term care insurance with affluent clients. She has presented to law firms,\n \nfinancial planning firms and financial planning organizations on numerous\n \noccasions.\n
SUMMARY:LTC and Medicaid Trust planning - Estate Planning Council of Cape Cod 
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DESCRIPTION:Reminder
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