The following continuing education seminars are scheduled for insurance agents, financial planning professionals and CPA’s. These seminars are continuing education seminars for credit and are not for consumers or clients.
ASSET PROTECTION PLANNING
FOR NURSING HOME COSTS
Wednesday, November 7, 2018 @ 8:30 AM – 11:45 AM
OHIO TRUST CODE
Wednesday, November 7, 2018 @ 1:15 PM – 4:30 PM
The above seminars have been approved for CE credit by the Ohio Department of Insurance. Michael Millonig LLC is registered with the Accountancy Board of Ohio as a Continuing Education Sponsor.
OHIO LONG TERM CARE PARTNERSHIP TRAINING
Thursday, November 8, 2018 @ 8:00 AM – 12:30 PM
Long Term Care Four Hour Partnership Training (Clear Cert Course #49509) Presented by Attorney Michael J. Millonig and Randy Gallas, Owner of the Long Term Care Insurance Agency in Kettering, Ohio.
For more information or to request a registration form, please contact our office.
If your group or organization needs a speaker for a program, meeting or other event, Michael Millonig is available to speak on any area related to elder law, estate planning, probate, or trust law. The most popular seminars include:
Protecting Your Estate From Nursing Home Costs
Discusses insurance for nursing home care, asset preservation strategies, Medicaid eligibility, Medicaid Trusts and risks of gifting to children.
Estate Planning & Elder Law: An Overview
Discusses Wills, Trusts, Probate, Avoiding Probate, Estate Tax, Powers of Attorney, Health Care Powers of Attorney and Living Wills.
Using Trusts in Estate Planning
Presents an overview of the basic concepts, terminology and legal principles of Trusts. Discusses the “Revocable Living Trust” used to avoid Probate. Other trusts discussed include those used to reduce or avoid Federal & Ohio estate tax, Life Insurance Trusts and Trusts for Second Marriages.
Estate Planning for Funerals & Burial
This is a consumer oriented seminar; not about selling prepaid funeral plans. All the different options for various types of funeral arrangements will be presented with an emphasis on how to save money in this process. I will also present information on the Ohio law governing who has the right to make funeral decisions for the deceased and the legal document that you can sign to state your wishes and appoint a person under Ohio law to make all your funeral and burial arrangements.
Asset Protection & Offshore Trusts
Presents legal methods to protect your assets from the risks of future litigation, government expropriation and other threats. Some of the topics presented include Limited Liability Companies, Family Limited Partnerships, State law exemptions for assets, Domestic and Foreign Asset Protection Trusts, and U.S. income, estate and gift tax consequences of Asset Protection Trusts.
Advanced Estate Tax Planning for Estates over Eleven Million Dollars
The focus of this seminar is on strategies to reduce federal estate tax which imposes a tax at rates of almost 50%. Topics covered include Trusts, Family Limited Partnerships, Dynasty Trusts, A-B Trusts, Life Insurance Trusts, Revocable Trusts to Avoid Probate, Business Succession Planning and tax-free gifts.
NOTE: Educational materials are provided at all seminars. These are not sales-oriented seminars and there will be no forms, packages or other materials offered for sale.