Up Coming Seminars:


  • Attention Seniors: Take control of your future and come to our Elder LawEducational Workshops

(All seminar attendees may schedule a one hour private consultation with NO FEE!)

 

2018 Fall Seminars

This Fall Attorney Dale Tamburro's seminars will be a 3 part seminar series starting in September and running through each month through November. The topics are:

September: Basic Estate Planning

October: Trusts in Detail 

November: Housing Options for Elders

The dates, time and detailed descriptions of these seminars can be found below.

Attorney Tamburro is also looking for new venues, such as Assisted Living locations, American Legions, Sons of Italy, Men's and Women's groups or even Corporate venues as an employee benefit.  If you would like Attorney Tamburro to present at your venue, please contact our office for more details.  All his workshops are free, some even include lunch.

October Seminars:

Medford Counsil on Aging

Bedford Council on Aging 

Chelmsford Council on Aging

Watertown Council on Aging

Benefits of irrevocable and Revocable Trusts

The Top reasons for using a Trust:

       > Avoid Probate

       > Asset protection

       > Minimize Estate Taxes 

       > Management of Assets for Children and Grandchildren or Disabled

We will also discus the following topics:

       > Living Revocable Trust vs. Irrevocable Trust or Testamentary Trust?

       > How a Trust is used in Nursing home and Medicaid Planning

       > I only have my house and $100,000, do i need a trust?

       > Estate Tax Basics 

SIGN UP IS REQUIRED IN ADVANCE. CALL SEMINAR NUMBERS LOCATED AT THE BOTTOM OF THE PAGE TO SIGN UP

LOCATION AND TIME OF SEMINARS REGARDING THIS TOPIC:

 

Chelmsford Senior Center: 75 Groton Road, North Chelmsford, MA on Thursday, October 18, 2018, at 1:00PM

Medford Senior Center: 101 Riverside Ave, Medford, MA on Tuesday, October 23, 2018, at 1:00PM

Bedford Senior Center at: 12 Mudge Way, Bedford, MA on Thursday, October 25, 2018, at 1:00 PM

Watertown Senior Center: 31 Marshal Street, Watertown, MA on Wednesday, October 31, 2018, at 10:00AM 

November Seminars:

Medford Counsil on Aging

Bedford Counsil on Aging

Watertown Counsil on Aging

Chelmsford Counsil on Aging

Housing Options For Seniors:

Attorney Tamburro will be discussing the following major topics regarding Housing Options for Seniors: 

       > Ways to Stay Home; Benefits and Issues

       > Ways to Protect Your House From MassHealth Recovery

       > Caregiver Contracts: A Growing Planning Trend

       > Mortgage Options: Home Equity, Reverse Mortgages

       > Long Term Care Insuracne in MA to Protect your Home

       > Life Estates as a Simple Estate Planning Technique

       > When to Downsize Your House?

       > Selling Your Homes and Housing Options

       > Assisted Living Facilities or Continued Care Communities basics

These are just some of the topics that Attorney Tamburro will be discussing with you during these seminars.

LOCATION AND TIME OF SEMINARS REGARDING THIS TOPIC:

Watertown Senior Center: 31 Marshal Street, Watertown, MA on Wednesday, November 7th, 2018, at 10:00AM

Chelmsford Senior Center: 75 Groton Road, North Chelmsford, MA on Thursday, November 8, 2018, at 1:00PM

Medford Senior Center: 101 Riverside Ave, Medford, MA on Tuesday, November 13, 2018, at 1:00PM

Bedford Senior Center at: 12 Mudge Way, Bedford, MA on Tuesday, November 20, 2018, at 1:00 PM

SIGN UP IS REQUIRED IN ADVANCE. CALL SEMINAR NUMBERS LOCATED AT THE BOTTOM OF THE PAGE TO SIGN UP

One-on-one appointments are available for the Senior Center seminars. Please call ahead to schedule your appointment:

Chelmsford Senior Center: 978-251-0533
Medford Senior Center: 781-396-6010
Bedford Senior Center: 781-275-6825
Watertown Senior Center: 617-972-6490