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United Way of Northern New Jersey, LIVE UNITED

NEWS & EVENTS » Events

Event Listing

United Way Caregivers Coalition Munch & Learn

Monday, March 19, 2018
5:30pm - 7:30pm
Adult Day Center of Somerset County
872 E. Main Street
Bridgewater, NJ

For directions, please click here.

Preventing Financial Disasters

United Way of Northern New Jersey Caregivers Coalition invites you to attend this free, highly informative Munch & Learn presentation, focusing on the legal documents that need to be in place in order to protect a senior and his or her family when the senior becomes ill. We will review  documents which give the family the ability to shelter assets and minimize taxes. Finally, we will discuss the titling and transfer of assets to protect loved ones, when to make such transfers, and which transfers will cause the individual to become disqualified for governmental benefits                                                                                 

The presentation will be offered by Robert A. Bernstein, Esq., LLC, an attorney with The Law Offices of Robert A. Bernstein, Esq., LLC. Mr. Bernstein is licensed to practice law in both New Jersey and New York and has more than 35 years of experience in estate planning, estate administration, and business and corporate law.  Bob is currently an Elder Law attorney and member of the National Academy of Elder Law Attorneys. He also specializes in special needs planning, dealing with the specific problems of children and adults with disabilities, and in establishing Special Needs Trusts to protect the governmental benefits to which a loved one may be entitled.

Munch and Learn Schedule

5:30pm – 6:00pm:  Mingle and enjoy dinner

6:00pm – 7:30pm:  Presentation

We Hope to See You There

Space is limited and registration is required to ensure there is enough space and food.. To register, email Stephanie Howland or call 973.993.1160, x534.

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