104 Wyncrest Way, Suite 100 • Hendersonville, TN 37075 • (615) 824-2571
Tennessee's Premier Elder Law & Estate Planning Firm
Time Out Workshop
Client Education:
Seminars on Tennessee Elder Law, Estate Planning, VA Benefits, Medicaid & Medicare
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
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19th - TennCare Eligibility (VIRTUAL)
JUL
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21st - Trust School (Special Needs)
(VIRTUAL AND IN-PERSON OPTION)
SEP
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15th - VA Fundamentals – The key to a successful VA Application (VIRTUAL)
NOV
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10th - The Holidays Aren’t Always Jolly (Virtual)
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17th - Trust School (Irrevocable)
(VIRTUAL AND IN-PERSON OPTION)
FEB
(To be announced)
APR
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14th - Trust School (Irrevocable) (VIRTUAL AND IN-PERSON OPTION)
-
21st - Shred Event
JUN
-
23rd - Resident Rights (VIRTUAL)
AUG
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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:
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Understanding Your Durable Power of Attorney
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10 Asset Protection Mistakes
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Trusts are Not All the Same
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10 Things You Need to Know About TennCare
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What You Need to Know About Medicare
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Worries - No CEU
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The Holiday Blues and Covid Too
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What Exactly is Probate?
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Conservatorships: Separating Fact from Fiction
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Special Needs Trusts
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End of Life Planning - Do You Know My Wishes
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Resident Rights
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Preventing Financial Exploitation
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The Secure Act
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Common Estate Planning Mistakes
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TennCare and Choices - The Basics
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Medicare and Annual Enrollment
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Lesser-Known VA Benefits
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The Ethics of Medicaid Planning
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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