BREAKFAST MEETING

WEDNESDAY, FEBRUARY 21, 2018

(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)

NOTE:  MEETING LOCATION

GLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)

RESERVATION DEADLINE:  WEDNESDAY, FEBRUARY 14, 5:00 p.m.

(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, FEBRUARY 14)

ELDER LAW AND PUBLIC BENEFITS

(A CASE STUDY)

LORI LEU AND ERIN PEIRCE

Sponsored by Lindquist Eisenberg LLP and Texas Bank & Trust

Lori Leu and Erin Peirce of Leu & Peirce, PLLC will present a Case Study on Elder Law and Public Benefits. The presentation will include a review of public benefits available to pay for long term care, including Medicare, Medicaid and Veteran’s Benefits. The presentation will walk through a real case study and apply those facts to analyze eligibility and qualification for Medicaid and Veteran’s Benefits. After reviewing the eligibility requirements and applying specific facts, Lori and Erin will discuss the advantages and disadvantages of each benefit and lead a discussion on planning techniques for each benefit and which benefit is better suited for the case study. Lori Leu and Erin Peirce are Elder Law Attorneys practicing in Dallas, Collin and Denton County.  They are both members of the National Academy of Elder Law Attorneys (NAELA) and Lori Leu is a Certified Elder Law Attorney by the National Elder Law Foundation.

There will be continuing education credits for this program including State Bar, CFP, CPA and INSURANCE!

Membership dues do not include meals.  Credit Cards are now accepted online at the website. Scroll down to register.

To mail a check, please complete this form, enclose a check (payable to Estate Planning Council of North Texas) and mail to:  Estate Planning Council of North Texas, P. O. Box 38553, Dallas, TX  75238-8553.  THERE WLL BE 5 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”.  Members who have already paid in advance for all meetings for the year MUST REGISTER ON THE WEBSITE  so we will have a count for the number of meals to prepare.

Member: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15

Name: ________________________________________  

 ____$25    ___$30 ____$15

E-Mail: ______________________________________

Phone Number: _________________________________

Name: ________________________________________ 

 ____$25   ___$30  ____$15

E-Mail: ______________________________________

Phone Number: _________________________________

NOTE:  WALK-IN PRICES ON DATE OF MEETING:  Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20

We would like to thank the following Sponsors for their support for 2017-2018: Armor Wealth Management, Communities Foundation of Texas, Dallas Foundation, Leu & Peirce, Lee Financial Corporation, Lindquist Eisenberg LLP, North Dallas Bank & Trust, Pepkin & Associates, PlainsCapital Bank, Stout., Texas Bank & Trust and The Catholic Foundation

PLEASE READ INSTRUCTIONS BELOW TO REGISTER:

CLICK ”REGISTER NOW”  

Complete the contact information

1. Payment Method: click “Credit Card or PayPal”
2. REMEMBER TO FINALIZE PAYMENT THRU PAYPAL – YOU MUST COMPLETE THE STEPS BELOW FOR PAYMENT
3. Click “Pay Now”
4. “Pay with Debit or Credit Card”
5. “PayPal Guest Checkout”
6.  “Pay Now”
7. PLEASE NOTE:  YOU WILL RECEIVE A RECEIPT IMMEDIATELY FOLLOWING THE TRANSACTION - PLEASE PRINT FOR YOUR RECORDS