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September 24, 2020, 5:30 -7:30 PM

Continuing Education Course for Social Workers, Certified Case Managers and Licensed Mental Health Counselors: Estate Planning, Wills, Trusts, and Beneficiary Designations

COST: None, by arrangement with Artis Senior Living

TO SIGN UP: Email Jonathan Rivera, Director of Marketing at Artis Senior Living, at jrivera@artismgmt.com or call him at (914) 800-9070

Lamson & Cutner, P.C., Announces:

A CEU Class for Social Workers, Licensed Mental Health Counselors, and Certified Case Managers® Has Been Scheduled in Collaboration with Artis Senior Living of Briarcliff Manor.  The class will be offered via Zoom meeting, with Q&A encouraged.

This course will provide New York Licensed Social Workers and Licensed Mental Health Counselors, and CCM®s, with 2.0 CEU credits.  

Note:  Generally, the laws and strategies discussed in the class are applicable to residents of New York State.  

This course has been very well-received by past attendees. It offers concrete, critical information for social workers, Certified Case Managers, and anyone else who works with seniors and the disabled, especially those who are beginning to deal with long-term health issues.  Class information is below:

LOCATION:

The course will be offered via Zoom meeting.  A meeting link will be sent via email in advance of the meeting.

SCHEDULE:

5:30 – 5:40
Introduction by Jonathan Rivera, Director of Marketing, Artis Senior Living of Briarcliff Manor, NY

5:40 – 7:30
Course:  Estate Planning, Wills, Trusts, and Beneficiary Designations

  • Cost-effective estate planning, including provisions for elderly or disabled family
  • Integrating Estate Planning with Health Care and Long-Term Care Planning
  • Probate
  • Administration, and how to avoid the need for court intervention.  
  • Strategies for avoiding family disputes.

Date:   Thursday, September 24, 2020

Upon completion of the course, participants will be able to:

  • Recognize how long-term care planning and estate planning are connected
  • Understand the reasons to avoid probate
  • Identify the advantages of a trust
  • Understand how beneficiary designations are part of an estate plan

TO SIGN UP: Email Jonathan Rivera, Director of Marketing at Artis Senior Living, at jrivera@artismgmt.com or call him at (914) 800-9070.  If you have questions, email our firm at info@lamson-cutner.com, or call us at (212) 447-8690. Space is limited.  

PRESENTER:

The class will be presented by Lamson & Cutner founding partner David Cutner, Esq.  More information about Mr. Cutner may be found at www.lamson-cutner.com/our-team/

For CCMs®, a Certificate of Completion will be provided via email or US mail after participants have submitted a Course Evaluation Form.  For licensed social workers, a Certificate of Completion will be provided after participants submit a Certificate of Attendance.

Lamson & Cutner, P.C., SW CPE, is recognized by the New York State Education Department’s State Board for Social Work as an approved provider of continuing education for licensed social workers #0189.   The firm has been an approved provider since 2015.

Lamson & Cutner, P.C., is recognized by the New York State Education Department’s State Board for Mental Health Practitioners as an approved provider of continuing education for licensed mental health counselors. #MHC-0139.

This program has been submitted to The Commission for Case Manager Certification for approval to provide board certified case managers with two clock hours.

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