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Future Housing/Estate Planning (dzs)

  • Tue, March 05, 2024
  • 10:00 AM - 12:00 PM
  • Virtual
  • 254

Registration


Register

What to Know: Assisted Living, Retirement Home Contracts, and Estate Planning

Are you considering moving to an assisted living community or retirement home? Have you considered how to pay for these costs? Stephanie Thompson will discuss:

  • how assisted living and retirement home fees will be paid
  • when to ask an attorney to review the language in a retirement home contract prior to signing
  • clauses or terms in some contracts that might conflict with your estate plan interests
  • what options, if any, are available when your assets are fully depleted.

Become aware of, and learn how to eliminate, any potential conflict with the administration of your estate before making an assisted care living/retirement home commitment.

Stephanie Thompson is a seasoned attorney and the proud owner of Krueger, Hernandez & Thompson specializing in estate planning, trust administration, and elder law. Having grown up on a local dairy farm, she brings a unique blend of rural roots and legal expertise to her practice.

With a wealth of experience in estate planning, Stephanie is dedicated to helping individuals and families safeguard their assets and create comprehensive plans for the future. Whether it’s crafting wills, establishing trusts, or navigating complex elder law matters, she offers compassionate guidance to clients during every step of the process.

If you have preliminary questions for the speaker, please send to Program Coordinators Jack Sorenson at jwsoren1@gmail.com and Rick Daluge at rhdaluge@wisc.edu by Tuesday, February 27.


Food Pantry Contributions:

Checks payable to UW-Foundation, with "Open Seat" on the memo line may be mailed to UWRA, 21 North Park Street, Room 7205, Madison, WI 53715-1218.

Registration Deadline:  Friday, March 1

Registration:  

Advance registration is required.  You are encouraged to register online.  To register by phone or email, call the Association office. If you or your guest registered for this seminar but cannot attend, please cancel your registration online, or email/call the UWRA office.

NOTE:  The weblink and virtual call information will be included in the meeting reminders registrants receive.


UW-Madison Retirement Association
21 N Park St, Room 7205
Madison WI 53715-1218
608-262-0641
retireassn@mailplus.wisc.edu



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For More Information Contact UWRA

Executive Director

UW-Madison Retirement Association

21 North Park Street, Room 7205

Madison, WI 53715-1218

608-262-0641

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