Long-term care (LTC) refers to a range of services and support that help you perform everyday activities. These workshops will review services and documents you need to plan for your LTC care.
Virtual AROHE Estate Planning Series with Harry Margolis
At AROHE, we know that higher education retirees are assets of society who reinvent, NOT retire from, life; positively impact their communities; and contribute to the greater good. AROHE, founded in 2002, supports all phases of faculty/staff retirement through a dynamic member network that links retired faculty/staff associations, retiree and emeriti centers, and campus offices that engage retirees such as human resources, academic affairs, alumni, and advancement/development. AROHE provides resources and connections to increase retirees' value to their colleges/universities, communities, and professions in the areas of philanthropy, advocacy on behalf of the institution, volunteerism, and institutional knowledge and commitment. Read more about AROHE.
This Estate Planning series is offered with expert Harry Margolis.
Harry S. Margolis has been representing seniors, individuals with special needs and their families since he started ElderLawServices, the predecessor of Margolis Bloom & D’Agostino Mr. Margolis’ passion is explaining complex legal issues to consumers, to clients in his practice, to Massachusetts consumers through the information on this website and its blog, and nationally on two websites he founded: www.elderlawanswers.com and www.specialneedsanswers.com. Most recently he began answering consumer questions online both at www.askharry.info and in a bi-monthly column for MarketWatch. He strongly believes that the best legal solutions are achieved through the partnership of well-informed clients and attorneys who combine great technical expertise, experience, and an ability to listen.Tuesday, September 30, 2025
Part I: Introduction to Estate Planning: The Five Essential Documents
This course will explain the five essential documents used in estate planning, including their purposes and the choices they involve. These include, more or less in order of importance: Durable Power of Attorney, Health Care Proxy, Will, Revocable Trust, and Medical Directive
Tuesday, October 14, 2025
Part II: Trusts: The Swiss Army Knife of Estate Planning
This course will teach the basics of trusts, including the essential elements of every trust and their many uses, including probate avoidance, tax reduction, planning for incapacity, and asset protection. It will explain the role of trustees and the rights of beneficiaries and the difference between revocable and irrevocable trusts.
Tuesday, October 28, 2025
Part III: Long-Term Care and Tax Planning
Everyone is at risk of needing long-term care and if the need arises it can upset the otherwise well planned retirement. We will explain the difference between Medicare and Medicaid and what they cover as well as the basic eligibility rules for Medicaid and Medicaid planning. It will also review some of the prior course material on planning for incapacity. The tax section of the class will provide an introduction to both estate taxation and estate tax planning (relevant to few taxpayers today) and the ins and outs of the tax on capital gain, especially the step-up in basis.
Navigating Aging Well Series
Series Description
The Navigating Aging Well series is designed to help retirees, currently working staff and faculty learn about various considerations for meeting health or personal care needs during a short or long period. The series offers a variety of presentations via Zoom, each followed by an in-person, facilitated discussion that delves a little deeper into each topic. Participants may attend all or some of the Zoom sessions and in-person sessions.
Lecture Webinars
- Aging in Place
- Estate Planning
- Home Care and Care Management
- Advance Care Planning
- Talking With Your Doctor: Preventing and Planning for Hospital Stays
- Navigating Aging Well: Health After 60
In PERSON small group discussions
- Aging in Place Small Group Discussion
- Critical Documents Small Group Discussion
- Tips for Navigating Health Care System Challenges
- Simple (and Safe) Ways to Improve Your Movement
Advance Care Planning
Understand who needs estate planning assistance, the documents included and their purpose as well as how to make certain your healthcare choices are communicated to your loved ones and healthcare professionals. A review of the Advanced Health Care Directive, Power of Attorney, Trust, Revocable Living Trusts, Last Testament and Will, Estate Taxes and Estate Administration will be covered.
Estate and Advance Care Materials and Presentation Slides
Recording
Legal Estate Planning Considerations
This video is the recording of a webinar on "Legal Estate Planning Considerations," which was hosted by the UC Berkeley Retirement Center on Monday, 6/17/24. Attorney Sara Diamond, an expert on this topic, provided an introduction to the topic. Sara is a member of ARAG, the UC legal insurance plan (https://ucnet.universityofcalifornia.edu/benefits/home-family/legal/). She can be reached via her website https://www.saradiamondattorney.com/.
Recording: https://studio.youtube.com/video/DDRNibRku5A/edit
Growing Older in Your Home
This mini-presentation via zoom on "Growing Older in Your Home" presented by Cary Sweeney, Gerontologist, Director of the Retirement Center on May 14, 2020, is based on one of the classes offered as part of the "Taking Charge of Your Future: Planning for Long-term Care Course."
Presentation description: According to AARP, nearly 90% of adults age 65+ want to stay in their current home and community as they age. This mini-presentation will review considerations for staying in your home weighing out the pros and cons of each and considering the cost.
Taking Charge of Your Future: Planning for Long-Term Care Course
The best time to think about long-term care is before you need it!
This 6-part in-person series was designed to help retirees and their families, as well as staff and faculty currently working, learn about a variety of considerations to meet health or personal care needs during a short or long period of time. Sessions were 2 hours each.
The series dives a little deeper into each topic through individual sessions. Ideally participants should plan to attend the entire series. That being said if able to attend a majority of the sessions, participants are encouraged to sign up. Cary Sweeney, Director of the Retirement Center, Gerontologist, serves as the moderator for the series. Following each session participants is be given a simple reflection exercise from the AARP Planning for Long-term Care Resource Guide (Worksheet starting on page 35). The first 15-20 min of sessions 2-4 will includes discussion among the group related to the reflection exercise assigned at the last session.
Links to slides, handouts and resources from the course are found here.
| Session 1 | Aging in Your Home | According to AARP, nearly 90% of adults age 65+ want to stay in their current home and community as they age. This workshop reviews considerations for staying in your home (e.g. home modifications, transportation, finances, community and programs like the “village” concept), weighing out the pros and cons of each and considering the cost. Presenter: Cary Sweeney, MS, Gerontology |
| Session 2 | Home Care and Care Management | Learn about the resources needed to be proactive in planning your retirement to help ensure you can age in place. Included in the discussion are topics on geriatric care management, non-medical (private pay) home care, community support services, transportation, as well as the associated costs. This session is taught by a guest lecturer, Geriatric Care Manager. |
| Session 3 | Senior Housing Options | Are you considering moving into a retirement community and would like to better understand the options? This workshop reviews the difference between the various senior living communities (e.g. independent living, senior (age restricted) apartments, continuing care communities or “life care,” assisted living, skilled nursing), what they cost, and the types of questions to ask. Presenter: Cary Sweeney, MS, Gerontology |
| Session 4 | Estate Planning | Understand who needs estate planning assistance, the documents included and their purpose, estate taxes, retirement accounts, and the attorney-client relationship. A review of the Advanced Health Care Directive, Power of Attorney, Trust, Revocable Living Trusts, Last Testament and Will, and Estate Administration are covered. This session is taught by a guest lecturer, Estate lLwyer. |
| Session 5 | Budgeting for Long-Term Care |
Learn how to create a budget to help make decisions about your LTC, including understanding the various types of expenses in long-term care, review cases of how clients made their decisions about long term care and learn the importance of having an advocate. Presenter: Julie Menack, CMC, CLPF (Care Manager Certified/Aging Life Care Manager, California Licensed Professional Fiduciary) |
| Session 6 | Next Steps: Conversations about Community and Care |
Hear from a panel of experts and Ashby Village members who will share their ideas and experiences for gaining support in your community and care. |