Time Out Workshop

Client Education

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Learning Cafe Education Series by Takacs McGinnis Elder Care Law offers educational programs throughout the year at no charge to clients and their families. Most Learning Cafés are being held via video conference. Visit the event calendar for more information and registration links.

JAN

(To be announced)

MAR

(To be announced)

MAY

  • 19th - TennCare Eligibility (VIRTUAL)

JUL

  • 21st - Trust School (Special Needs)
    (VIRTUAL AND IN-PERSON OPTION)

SEP

  • 15th - VA Fundamentals – The key to a successful VA Application (VIRTUAL)

NOV

  • 10th - The Holidays Aren’t Always Jolly (Virtual) 

  • 17th - Trust School (Irrevocable)
    (VIRTUAL AND IN-PERSON OPTION)

FEB

(To be announced)

APR

  • 14th - Trust School (Irrevocable) (VIRTUAL AND IN-PERSON OPTION)

  • 21st - Shred Event 

JUN

  • 23rd - Resident Rights (VIRTUAL)

AUG

  • 11th - Trust School (Irrevocable) – 6:00 P.M. (VIRTUAL AND IN-PERSON OPTION)

OCT

  • 13th - Medicare
    (VIRTUAL AND IN-PERSON OPTION)

DEC

  • No Learning Café this month

Check Out Our Free Public Webinars

Takacs McGinnis hosts free webinars on a variety of subject of interest to older adults, family caregivers, and the professionals who serve them. These webinars are open to anyone. Previous webinars have covered the following topics:

  • Understanding Your Durable Power of Attorney

  • 10 Asset Protection Mistakes

  • Trusts are Not All the Same

  • 10 Things You Need to Know About TennCare

  • What You Need to Know About Medicare

  • Worries - No CEU

  • The Holiday Blues and Covid Too

  • What Exactly is Probate? 

  • Conservatorships: Separating Fact from Fiction

  • Special Needs Trusts

  • End of Life Planning - Do You Know My Wishes

  • Resident Rights

  • Preventing Financial Exploitation

  • The Secure Act

  • Common Estate Planning Mistakes

  • TennCare and Choices - The Basics

  • Medicare and Annual Enrollment

  • Lesser-Known VA Benefits

  • The Ethics of Medicaid Planning

  • Estate Planning for Digital Assets

Be the first to know about upcoming webinars!

Download Memos Here

If you’re a Takacs McGinnis client and you want additional copies of memos included in your planning documents, download them here.

Veterans Benefits Summary

The Revocable Trust

The Irrevocable Trust

Mediare Overview

Asset Preservation - The Homestead

Asset Preservation - Gifts & Transfers

Understanding the Dept. of Veterans Affairs

Strategies for Avoiding Caregiver Burnout

Terminating & Ending Your Trust

Household Employer Guide

25 Topics to Discuss with Health Care Agent