- Coming Next Monday - 

Estate & Long-term Care Planning to Alleviate Life’s Unknowns

Episode description:  

As we prepare for the second half of life, many of us think about estate planning, our long-term care needs and our legacy. Lots of questions arise about the things we know—and the things we THINK we know—but realize we don’t. In today’s episode, I talk with Aaron Futterman, an experienced elder law attorney and tax expert who helped many individuals and families plan for their future while alleviating the fears, anxieties, and concerns that we often experience when facing the unknown or inevitable. Aaron will give us an overview of advance directives, the latest in long-term care planning and how to navigate health care coverage between Medicare and Medicaid. He’ll also explain the many complexities and options in estate planning, including probate issues, estate litigation, what families can accomplish with trusts, and new provisions for transfer of death deeds. And in an age of rampant fraud—especially victimizing seniors—he’ll offer insights into how estate planning can reduce the risk of scams.

Guest description: 

Aaron E. Futterman, CPA, Esq. along with his partner Ronald Lanza ,established the Law Firm of Futterman, Lanza & Pasculli, LLP (formerly Futterman & Lanza). Previously, Aaron worked for several years at a premier Long Island elder law and estate planning firm. Serving as an attorney for over 20 years, Aaron has advised many individuals and families plan for their future while alleviating the fears, anxieties, and concerns that many experience when facing the unknown or inevitable. His work experience as a Certified Public Accountant with two of the world’s largest public accounting firms enhances his ability to resolve the complex tax and legal issues that arise in his Estate Planning, Tax, and Elder Law practice. Aaron presents frequently and enjoys educating people on elder law, estate planning, Medicaid planning, and how people can best protect their assets. He is often asked to present to accountants, attorneys, social workers and other mental health professionals, other professional groups in assisted living facilities, rehabilitation centers, nursing homes, hospitals, and senior community groups. The partners of the firm are active in the National Academy of Elder Law Attorneys, the New York State Bar Association Elder Law Section, Suffolk County Bar Association Elder Law Committee, and the Florida Bar Association Elder Law Section. Aaron primarily works in the firm’s Smithtown, N.Y. office, in addition to the Garden City and Bay Shore offices on an as-needed basis.

Contact: afutterman@trustedattorneys.com

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