Professional Advisor Lunch and Learn Webinars
Join us online! We’re excited to offer our monthly webinar series, grab lunch and maybe a colleague or two and join us at noon! Credit is available for CPAs and CFPs, pending approval.
If you’re unable to participate, by registering you will automatically receive a link to the recording after the presentation. Webinar recordings will also be made available in the Past Webinars Section in the Financial Professional Events section on our website. Email [email protected] to request a recording of the presentation.
All webinars on are on EST.
How to Sign Up
Click the “Sign Up Here” link below the webinar you wish to register for. If you end up being unable to watch live, recordings of the webinar presentations will be made available on our website in the Past Webinars section below. You may also email [email protected] to request a recording of the presentation.
June 14, 2023, Noon-1:30pm ∙ Trust Administration – What Happens With an Estate Plan After Death?
Presented by: Attorney Vincent E. Bonazzoli
So, you made a great plan while you were alive…what happens after you or a loved one dies? Unfortunately, the documents aren’t your fairy godmother, and they don’t wave a magic wand to
instantly pass your assets to your family. Join us for this webinar where we will discuss the specific steps that need to be addressed shortly after someone dies and in the months that follow. This webinar is a must for your trustees and loved ones since you can’t administer your own plan. We’ve found that understanding the process before someone dies can make the process after death much smoother for your family members and loved ones. We will also discuss what steps might be helpful just prior to death to smooth out the trust administration process afterward.
August 10, 2023, Noon-1:30pm ∙ Alphabet Soup: Understanding the Differences Between Revocable and Irrevocable Trusts
Presented by: Attorney Vincent E. Bonazzoli
RLTs, IRTs, ILITs, IGTs, SLATs, CLATs, QTIPs, and QPRTs…confused yet? Professionals like to throw these acronyms around like all of us understand what they mean, and it winds up looking like alphabet soup. If you have ever wondered what this means and how they help take care of your or your clients’ family, join us for this webinar where we will discuss the differences between revocable and irrevocable trusts, in plain English. We will also offer examples of when you might want to use different types of trusts and hopefully bring clarity to confusion. Feel free to bring your “soup” as you join us for this lunchtime webinar.
September 14, 2023, Noon-1:30pm ∙ Medicare 101: How to Choose the Right Medicare Option for You
Presented by: Scott Maibor
Medicare 101 is a concise overview of the Medicare system. You will learn what you need to know about dates, costs, coverage, penalties & options so that you will be able to understand your options and obligations. The various parts of Medicare including Parts A, B, C, D, and Supplements will also be reviewed.
Per CMS guidelines this is not a sales presentation and no specific carrier plan details will be discussed.
October 5, 2023, Noon-1:30pm ∙ The SECURE Act 2.0: Updates for 2023 and beyond
Presented by: Vincent E. Bonazzoli
On December 20, 2019, President Trump signed into law the SECURE Act: the first major law change regarding qualified retirement plan assets in almost two decades. The SECURE Act has profoundly affected planning for required minimum distributions following the death of an IRA owner. The law now requires that the full IRA be distributed within 10 years, which dramatically accelerates income tax liability and potentially exposes the IRA assets to divorces, bankruptcies, and lawsuits. On February 24, 2022, proposed regulations clarified the SECURE Act 1.0, and then on December 29, 2022, Congress enacted what is now called the SECURE Act 2.0, which made further changes and clarifications. Although there are some exceptions to the 10-year rule, income tax, special needs trust, and asset
protection planning now need to be coordinated on a case-by-case basis. Come learn the newest updates to the SECURE Act and potential strategies to minimize the adverse income tax consequences and continue asset protection.
November 14, 2023, Noon-1:00pm ∙ Estate Planning Around the Holidays – A Conversation Guide
Presented by: Attorneys Vincent E. Bonazzoli & Samantha Caezza
We have found the secret to a successful estate plan, which takes care of your family, is clear and open communication with your loved ones as to how you want to be taken care of as you age and the reasons behind your decisions in your estate plan. Most disagreements that arise after someone dies, which often leads to fractured family relationships and sometimes even litigation, are caused by misunderstanding around the intent and wishes expressed in your estate plan. Having the conversations before you die, allows you to clarify both your wishes and the intentions behind your decisions, ensuring that all of your loved ones understand that these decisions were made not because of a lack of love or affection but for purposeful reasons designed to take care of your family the way you would like. As the holidays approach, this webinar will provide suggestions and insights around how to not only broach the subject but also communicate your wishes effectively.
December 6, 2023, Noon-1:30pm ∙ Planning for Special Needs Beneficiaries
Presented by: Attorneys Vincent E. Bonazzoli and Michele Fuller
For those families who have children or loved ones who are receiving governmental benefits, or advisors who have clients in this situation, failure to plan properly will result in the child or loved one losing vital benefits such as medical assistance. This webinar will focus on how to take care of the child or loved one and still have them maintain eligibility for these critical benefits. We will specifically discuss common planning mistakes that are made in titling assets and naming beneficiaries as well as errors made in wills and trusts. We will discuss the difference between third-party special needs trusts and first-party special needs trusts and when they should be used. We will also discuss issues of choosing a guardian, when to apply for guardianship, and when to use powers of attorneys and health care proxies. We are pleased to have Attorney Michele Fuller joining us, who is a national expert on special needs planning. She will also discuss the best options for taking care of your special needs child while balancing their relationships with their siblings and other family members with the goal of promoting the child’s independence.
January 25, 2024, Noon-1:30pm ∙ The 2023-2024 State and Federal Law Update & Your Estate Plan
Join us for this webinar as we reflect on 2023 and what did (or did not) come to pass over the course of the year regarding tax change proposals, estate, income, and capital gain planning. We’ll review some of the strategies that we will employ to address the changes we know about and the changes that may come to pass.
Postponed – stay tuned for reschedule date ∙ The Keys to a Successful Estate Plan
Presented by: Attorney Vincent E. Bonazzoli and Attorney Samantha Caezza
At Family Estate Planning Law Group, we know protecting your loved ones after you pass is your primary goal. To accomplish this, we must focus on how assets are titled at death. We’ll discuss how to ensure your estate plan works: simplifying and consolidating accounts, the initial alignment of assets with the estate plan, verification of that alignment from institutions, & ongoing tracking of changes in value & ownership of assets. During this seminar we will review our revolutionary SAVeT SystemTM, guaranteed to streamline your estate plan and reduce stress for your loved ones.