SUPERCHARGE YOUR BUSINESS

with the Estate and Elder Law Planning Boot Camp for Advisors

Dear Financial Professional:

By attending this Boot Camp, you will learn about Elder Law, Estate Planning, and Asset Protection tools and strategies that can help you attract new business and continue to meet your clients’ needs.

With 10,000 people each day turning 65, now is the time to begin discussing and using Estate Planning and Elder Law planning and we will show you how. In addition, this seminar allows CPAs, accountants, financial planners and insurance professionals to earn continuing education credits, while networking with fellow professionals. A certificate of attendance will be provided to each attendee upon completion of the entire Boot Camp.

This course is designed to provide financial professionals with a working understanding of estate planning strategies and tools, even if you have little or no knowledge of the basics.

You will be able to pinpoint the crucial Estate Planning and Elder Law issues facing your clients, as well as identify techniques they need to minimize tax liability and reduce risk. You won’t be an expert estate planner at the end of the course, but you will learn how to recognize the key issues affecting your clients so that you can get them the help they need.

You will also be able to network with other professionals and learn how to work with your fellow advisors to better service your clients—and generate new revenue.

Sincerely,

The O’Connell Law Team

One-Day Bootcamp

OUR SPONSORS

FirstLight Home Care of West Suburban Boston and Boston-Back Bay provides dependable, non-medical, home care services throughout West Suburban Boston as well as Downtown Boston and its nearby neighborhoods.

Symphony Care Management, is a premiere Concierge Elder Care Management firm providing a continuum of services that include a unique proactive planning program, full service Care Management, and a Dementia Specialty program. We support our clients to live their best lives.

Supercharge Your Business and
Earn 6 CE Credits

This course is designed to be eligible for continuing education credits for a variety of professionals including CPAs/accountants, financial planners and insurance professionals. Upon attending the full course, you will receive a certificate of completion. We will report attendance as required.

CPAs

This course is eligible for continuing professional education, and attendees will receive CPE credit upon completion of the course.

CFPs®

This course has been approved by the Board of Standards for the granting of continuing education credits upon completion of the course.

LIFE AND HEALTH INSURANCE AGENTS

This course has been approved by the Massachusetts Department of Insurance for the granting of continuing education credits upon completion of the course.

AGENDA

7:45 AM – 8:15 AM

REGISTRATION AND CONTINENTAL BREAKFAST

8:15 AM – 8:30 AM

INTRODUCTION

8:25 AM – 9:15 AM

FOUNDATIONAL ESTATE PLANNING

9:15 AM – 9:25 AM

BREAK

9:25 AM – 10:15 AM

MANAGING INCAPACITY

10:15 AM – 10:25 AM

BREAK

10:25 AM – 11:15 AM

EXPERT PANEL DISCUSSION: CURRENT CARE CONSIDERATIONS FOR AGING CLIENTS

11:15 AM – 11:25 AM

BREAK

11:25 AM – 12:15 PM

MEDICAID (MASSHEALTH) FOR LONG-TERM CARE

12:15 PM – 1:15 PM

LUNCH ON OWN

1:15 PM – 2:05 PM

ESTATE PLANNING TO ADDRESS ELDER LAW ISSUES

2:05 PM – 2:20 PM

BREAK

2:20 PM – 3:10 PM

DEATH OF A LOVED ONE

3:10 PM – 3:30 PM

WRAP UP AND EVALUATIONS

MEET THE O’CONNELL LAW TEAM

Tiffany A. O’Connell, JD, LLM, CELA, AEP | CEO

Tiffany (“Tiff”) is the CEO of O’Connell Law LLC, an estate planning and elder law planning firm in Natick, Massachusetts. Tiff leads the team of outstanding attorneys. Tiff obtained her J.D. from New England School of Law in 1994, her Bachelor’s degree in English from Boston College in 1991, and her LLM in Taxation at Boston University Law School in 2011. Tiff is Certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation. She has a “Superb” AVVO Rating for attorneys and was named as a Super Lawyer. Tiff has also received her Accredited Estate Planner (AEP) designation from the National Association of Estate Planners & Councils.

Faiza Z. Chaudhry, JD | Managing Partner

Faiza is a Managing Partner and an Attorney at O’Connell Law. She is licensed to practice law in Massachusetts. Her area of practice is estate planning. She graduated from University at Buffalo in 2006 with a Bachelor of Arts degree in Political Science and Legal Studies. Upon graduating from University at Buffalo, Faiza moved to Boston to attend New England School of Law. She graduated in 2009 earning her J.D. degree.

Nicole Woodward, JD | Lead Attorney

Nicole is Lead Attorney of the Elder Law Department. As a Massachusetts licensed attorney and a Certified Dementia Practitioner, Nicole’s primary area of expertise lies in elder law, complemented by her experience in estate planning and administration. Nicole graduated from Roger Williams University with her Bachelor of Science in Legal Studies. After receiving her undergraduate degree, Nicole obtained her Juris Doctor from New England Law | Boston.

Chloe Boudreau, JD | Lead Attorney

Chloe is Lead Attorney of the Estate Administration Department. Chloe specializes in both estate administration and estate planning. She takes great pride in creating peace of mind for her clients and in building lasting relationships with them. Chloe earned her Bachelors of Science in Sociology and Criminology at The University of Idaho. She made Massachusetts her home when she then went on to earn her Juris Doctor from New England School of Law in Boston.

Legal Disclaimer: The information you obtain at this site is not, nor is it intended to be legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.

CALL US : 508-202-1818

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