top of page

Trust, Estate, and Asset Protection Workshops

At Dennis Sullivan and Associates we help clients meet their goals and objectives through a unique process that combines both education and counseling. The process begins with educational Trust and Asset Protection Workshops. 

Thursday, September 13

10 AM

​

Dennis Sullivan & Associates

888 Worcester St.

Wellesley, MA 02482

Thursday, September 13

2 PM

​

Dennis Sullivan & Associates

888 Worcester St.

Wellesley, MA 02482

Your Free Discovery Workshop

 

The Education Workshop is a 2-hour educational presentation that will teach you about estate planning, avoiding probate, asset protection and the new health care and tax laws and how they effect seniors. You will learn how to eliminate or minimize these taxes and avoid probate, as well as how to protect your home, spouse and life savings from increasing medical and nursing home costs, lawsuits and other predators. During the workshop, you will also discover the top mistakes of Medicaid planning and how to prevent them.

​

At this free workshop, here is some of what you'll discover:

​

  • How you may be able to unlock a benefit in your life insurance to pay for the cost of care now.

  • The asset protection language that most people don't have in their power of attorney documents, which can help to protect their life savings.

  • Veterans' benefits that can help pay for the cost of assisted living or care at home.

  • How to avoid having your life savings wiped out by the cost of care as you get older.

  • How Medicaid works and the steps you need to take now to protect your family under the new rules.

  • Most of the public does not yet realize that the laws on asset protection and long-term care planning changed on February 6, 2006.

  • How to find the right Senior Care facility and get good care there.

 

Attendance at these brand-new meetings is FREE, but seating is limited. You can reserve your spot by clicking on a button to RSVP for any of the workshops shown here, or call our office at (800) 964-4295.

​

We're looking forward to seeing you there!

Upcoming

Workshops

Saturday, September 29

9:30 AM

​

​

​

bottom of page