Discover how to protect yourself, your loved ones, and your assets, at our upcoming live estate planning workshop:

Join top estate planning and elder law attorneys, Jordan Lulich and Jennifer R. Denorio as they break down the rules, threats, and options you face when protecting your legacy.

You will also learn:

  • How to protect your assets from the high cost of long-term care and other threats
  • How to avoid the delays, frustration, and expense of probate
  • The key planning documents everyone needs—and why
  • Eligibility requirements for Medicaid and other sources of financial assistance to pay for long-term care
  • The advantages of trusts and the planning objectives they can help you achieve
  • How to minimize or avoid estate and other taxes

Prepare yourself and your loved ones for long-term success.

Click here & register to attend one of our FREE Workshops!

*Lunch will be provided at all workshops. RSVP required.

Past Events

December 22 Recap

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November 2022 Recap

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October 2022 Recap

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Vero Beach

Location: Renaissance Senior Living

2100 10th Ave, Vero Beach, FL 32960
Event Time: 11am – 1pm

  • October 11th, 2023
  • December 6h, 2023

Location: IRSC Mueller Campus – Richardson Center – Room C- 105

6155 College Ln, Vero Beach, FL 32967

  • September 13th, 2023 (11:00am – 1:00pm)
  • November 8th, 2023 (4:30pm – 6:30pm)
  • November 29th, 2023 (11:00am – 1:00pm)

Location: Regency Park

910 Regency Square, Vero Beach, FL 32967
Event Time: 11am – 1pm

  • September 27th, 2023
  • October 25th, 2023
  • December 20th, 2023

Sebastian

Location: The Promenade

10730 US-1, Sebastian, FL 32958
Event Time: 11am – 1pm

  • TBD