Attorney Keenan will participate in a nationally-broadcast webinar titled, “Louisiana Special Needs Trusts” on September 11, 2023. The webinar will last 3 1/2 hours and it is presented by the National Business Institute. The intended audience is attorneys, accountants, financial planners, paralegals and other related professionals.

Attorney Keenan’s fellow presenters will be Charles M. Dalziel, Esq. of Marietta, Georgia and Cherish D. Van Mullem, Esq. of New Orleans, Louisiana.

Attorney Keenan’s segment of the webinar will cover the following topics:

Client Intake & Choice of Trusts

Special Needs Trusts vs. ABLE Accounts

First Party, Third Party and Pooled Trusts

Complex Beneficiary Needs

Medicaid and Tax Planning

Balancing the Needs of Disabled and Non-Disabled Beneficiaries

Drafting Key Trust Provisions

Letters of Intent

Trustee Duties and Powers

Distribution Provisions

Preserving Government Benefits Eligibility

See-Through Trusts to Qualify for IRA Stretch Exception

Special Trust Provisions

The registration fee for the webinar is $299. Please click here to register.

Keenan Law, LLC is a sponsor of Journey Found’s Black & White Gala on June 2, 2023. The event will take place at The Riverhouse at Goodspeed Station. Proceeds will benefit Journey Found Inc. in Manchester, Connecticut. Click here for more information.

Attorney Keenan is a member of the Journey Found Board of Directors and Chairman of Journey Found’s Philanthropy Committee.

Journey Found is a non-profit organization which provides advocacy, housing and community-based support for adults across Connecticut with intellectual disabilities.

Attorney Keenan will participate in a nationally-broadcast webinar for The Rossdale Group titled “Protecting Assets While Qualifying for Government Benefits” on February 1, 2023.

The intended audience for this presentation is attorneys, accountants, financial planners and related professionals.

Attorney Keenan’s fellow presenters will be Attorney Rebecca A. Hobbs, of Pottstown, Pennsylvania, and Attorney David J. Zumpano, of New Hartford, New York.

This webinar is still in the planning stages. Registration information will be available here shortly.

This 5K road race is organized by the Glastonbury River Runners running club and proudly sponsored by Keenan Law, LLC. Please click here for registration information and we hope to see you there!

Keenan Law is a proud sponsor of the Photo Booth at Family Fall Fest, presented by Journey Found. The event will take place at Lyman’s Orchards in Middlefield, Connecticut, beginning at 11am.

Please click here for more information.

Journey Found in Manchester, Connecticut, is a non-profit organization which provides advocacy, housing and community-based support for adults across Connecticut with intellectual disabilities.

Attorney Keenan will present a nationally broadcast webinar titled “Special Needs Trusts 101” on October 14, 2022 from 2pm to 3:30pm EST. The webinar is being presented by LawPractice CLE and the intended audience is attorneys who would like to add special needs trusts to their estate planning practice.

Attorney Keenan will cover the following topics:

·         What are Special Needs Trusts (SNTs) and when should they be used?

·         An overview of important asset-tested government benefit programs.

·         Different types of SNTs.

·         SNTs and ABLE Accounts.

·         SNT drafting considerations with sample language.

Please click here for registration information.

Attorney Keenan will participate in a panel of Connecticut attorneys to discuss trusts in a webinar titled “Connecticut Trust Drafting Essentials”. The webinar is presented by National Business Institute and is intended for attorneys, accountants, financial advisors, paralegals and other legal professionals.

Attorney Keenan will co-present the material with Attorney Kate M. Casagrande Zarro, of Shelton, Connecticut.

Attorney Keenan’s portion of the discussion will cover the following topics:

1. State and Federal Laws Governing Trust Creation.

2. Parties to a Trust: Their Duties and Responsibilities.

3. Determining Your Client's Needs and Reasons for Drafting a Trust.

4. State and Local Tax and Property Laws Affecting Trust Drafting.

5. Situs and Jurisdiction Issues, Out-of-State Property.

6. Revocable Trust Structures and Uses.

7. Choice of Trustee(s).

8. Key Provisions Walkthrough.

9. Common Drafting Mistakes.

Registration information from National Business Institute will be posted shortly.

Attorney Keenan will participate in a nationally broadcast webinar titled “Asset Spend-Down for Medicaid Qualification” on September 8, 2022 from 1pm to 2:30pm. The webinar is being presented by the National Business Institute and the intended audience is attorneys, accountants, financial advisors, paralegals and other legal professionals.

Attorney Keenan’s fellow presenter will be Attorney Kyla G. Kelim, of Fairhope, Alabama.

The webinar will explain the confusing rules regarding the Medicaid program and walk through the best strategies for your older clients to spend down their assets in order to achieve Medicaid eligibility.

This webinar is still in the planning stages and registration information will be posted shortly.

This 5K road race is organized by the Glastonbury River Runners running club and proudly sponsored by Keenan Law, LLC. Please click here for registration information and we hope to see you there!

Attorney Keenan will be the sole presenter for a nationally-broadcast webinar titled “Special Needs Trusts 101: The 2022 Edition” on June 23, 2022, from 2pm to 4pm EST. The webinar is being presented by myLawCLE and The Federal Bar Association. The intended audience is attorneys who would like to incorporate special needs trusts into their estate planning practice.

The following topics will be covered:

• When you should use Special Needs Trusts (SNTs);

• Different Types of SNTs;

• SNTs and ABLE Accounts;

• SNT Drafting Considerations and Sample Language

Please contact our office for a link that provides FREE access to the webinar. Clicking the link on June 23rd at 2pm EST will give you free access to the live presentation only. In order to gain access to the archived presentation and other CLE material you will need to become a member of myLawCLE and/or The Federal Bar Association.

Click here for registration details through myLawCLE.

Click here for registration details through the Federal Bar Association.

Attorney Keenan will participate in a nationally-broadcast webinar presented by Strafford Publications on May 26, 2022 titled “Medicaid Planning When a Spouse Enters a Nursing Home: Avoiding Costly Pitfalls to Preserve Spousal Income”.

The intended audience is attorneys, accountants, financial advisors, paralegals and other professionals.

Attorney Keenan’s portion of the presentation will cover the following topics:

• How can the Community Spouse Resource Allowance (CSRA) be optimized for the married client’s benefit?

• When is divorce a viable option in a spend-down strategy?

• How does the strategy differ between nursing home pre-planning vs. crisis planning?

Attorney Keenan will be co-presenting with Attorney Shelley Golde Dowell of Louisville, Kentucky.

Please click here for registration information.

Keenan Law, LLC is a proud sponsor of the Journey Found Women’s Breakfast on May 12th at The Pond House in West Hartford, Connecticut. The Keynote Speaker is Olympic Gold Medalist, UCONN National Champion and WNBA Champion, Kara Wolters. Please click here for registration and sponsorship information. We hope you can join us for a morning of Empowerment, Inspiration and Motivation! The Honoree of the event is Tracey Walker, CEO of Journey Found.

The event benefits Journey Found in Manchester, Connecticut, a non-profit organization which provides advocacy, housing and community-based support for adults across Connecticut with intellectual disabilities. Attorney Keenan currently serves as a member of the Board of Directors and Chair of the Philanthropy Committee for Journey Found.

Attorney Keenan will participate in a nationally-broadcast seminar titled “Protecting Assets to Qualify for Medicaid, Medicare and Social Security” on April 27th from noon to 1:30pm (EST). The seminar is being produced by The Rossdale Group. The material is advanced and the recommended audience is attorneys, paralegals and other legal professionals.

Attorney Keenan’s portion of the seminar will cover spending down assets in order to obtain eligibility for Medicaid.

The other presenters are Ronald Fattoullah, Esq. of Manhattan, New York and Mitchell Staub, President of MPS Advantage Group, Inc.

Please click here to register.

Attorney Keenan will be one of the presenters in a telephonic seminar being produced by The Rossdale Group on April 27th from noon to 1:30 pm (EST) titled “Protecting Assets to Qualify for Medicaid, Medicare and Social Security”. This presentation will be produced for a national audience with advanced-level material. It is recommended for attorneys, paralegals and other legal professionals.

The other presenters are Ronald Fatoullah, Esq. of Queens, New York and Mitchell P. Staub, of MPS Advantage Group, Inc.

Attorney Keenan’s portion of the presentation will focus on spending down assets for Medicaid (Title 19) eligibility.

Please click here for registration information.

THIS EVENT WAS RESCHEDULED FROM FEBRUARY 25TH

DUE TO INCLEMENT WEATHER.

Attorney Keenan will discuss the basics of estate planning documents, such as Wills, Living Trusts, Health Care Proxies and Power of Attorneys. He will also discuss how to plan ahead for nursing home placement and the Medicaid (Title 19) program.

This presentation is intended for the general public.

Please contact the Herbert T. Clark House at 860-652-7623 for details.

Attorney Keenan will participate in a nationally broadcast webinar to discuss the latest in special needs trust law. The webinar is being produced by the National Business Institute and the intended audience is attorneys, accountants, financial advisors, paralegals and other professionals.

Attorney Keenan will cover the following topics:

• First Party vs. Third Party Special Needs Trusts.

• Trustee Selection & Trust Administration.

• What Counts as a “Qualified Expense”?

• Sample Special Needs Trust Document Review.

• What Happens if the Beneficiary Moves to a Different State?

• Tax Implications of Special Needs Trusts.

• Preserving Benefit Eligibility and Accounting for Medicaid Estate Recovery Rights.

Attorney Keenan will be co- presenting with Attorney Jennifer McInerney of Birmingham, Alabama.

Please click here for registration details.

Attorney Keenan will participate in a panel discussion for a nationally-broadcast live webinar titled “Step-By-Step Guide to Drafting Wills and Trusts in Connecticut” for the National Business Institute on December 13, 2021 from 9am to 4:30pm. The intended audience is fellow attorneys, accountants, financial advisors and other professionals. Registration information is not yet available. Attorney Keenan’s portion of the presentation will include the following topics:

• Complying with Connecticut Statutes

• Types of Wills

• Verifying and Documenting the Testator's Competency

• Beneficiary Designations in Retirement Plans and Life Insurance

• Pension Distributions During and After Life

• Titling Assets

• Designating Fiduciaries

• Planning for Disabled Children

• Sample Will Verbiage

• Sample Forms

• Updating Will Documents

• When to Recommend a Trust Over a Will

• Types and Functions of Trusts

• Selecting Trustee(s)

• Choosing Trust Situs

• Trust Funding Basics

• Sample Forms

Attorney Keenan will participate in a panel discussion for a nationally-broadcast telephonic seminar on protecting assets while qualifying for long-term care benefits, such as Medicaid (“Title 19”) for Miami-based Rossdale Continuing Legal Education on October 6, 2021. The intended audience is fellow attorneys, accountants, financial advisors and other professionals. Click here for registration information.

The two other presenting attorneys are Mollie Whitehead, Esq. of Chicago, Illinois and Rebecca Hobbs, Esq. of Pottstown, Pennsylvania.

Attorney Keenan will participate in a panel discussion organized by the Catholic Cemeteries Association of the Archdiocese of Hartford. He will discuss living wills, health care proxies and end-of-life planning.

There will be two presentations at 2pm and 6pm. There is no registration fee. However, Catholic Cemeteries Association asks that you register before attending. Click here.

Attorney Keenan will participate in a panel discussion organized by the Catholic Cemeteries Association of the Archdiocese of Hartford. He will discuss living wills, health care proxies and end-of-life planning.

There will be two presentations at 2pm and 6pm. There is no registration fee. However, Catholic Cemeteries Association asks that you register before attending. Click here.

Attorney Keenan will conduct a nationally-broadcast webinar on Connecticut Wills & Trusts for the National Business Institute on September 29, 2021. The intended audience is fellow attorneys, accountants, financial advisors and other professionals. Registration information is not yet available. The webinar agenda is as follows:

• Client Intake

• Asset Inventory

• Beneficiary Designations

• Fiduciary Selection, Removal, Duties

• Distribution Provisions

• Special Provisions

The webinar will run from noon to 2:15pm with a break from 1pm to 1:15pm.

Attorney Keenan will be a member of a four-attorney panel for a 6-hour “Webcam” seminar produced by the National Business Institute. This will be a national presentation and the intended audience is attorneys, accountants, financial planners and other professionals. The focus will be on the special estate planning steps to take when a client has been diagnosed with a terminal illness.

Attorney Keenan’s fellow presenters are Neal B. Jannol, Esq. of Los Angeles, California, Yahne Miorini, Esq. of Vienna, Virginia, and Thomas Murphy, Esq. of Tempe, Arizona.

Attorney Keenan’s portion of the presentation will cover the following topics:

• Beneficiary Designations

• Modifying vs. Revoking Wills

• Trust Modifications

• Competency for Executing Wills and Trusts

• Update on IRAs and Beneficiary Designations: SECURE Act

This seminar is still in the planning stages and registration is not yet available. Details will be posted shortly.

Attorney Keenan and local financial advisor, Jonathan Benson, will hold a webinar on Wednesday, April 7th at 6:30pm EST to discuss the basics of estate planning and how to save and invest for retirement. The intended audience is the general public and there is no fee to register.

Please email Attorney Keenan at michael@keenan-law.com for registration information. Thank you and we hope to see you there.

Attorney Keenan will be a guest on “Coffee with Scott”, a bi-weekly Zoom call hosted by local financial advisor, Scott Reed. Attorney Keenan plans on addressing the following questions and more…

·         Who should have copies of these documents?

·         At what point do these documents become outdated?

·         What does a power of attorney cover?

·         What’s a springing power of attorney?

·         If I’m married, what things can my spouse do without a power of attorney?

·         What assets are protected if I or a loved one needs care?

·         How does a trust help protect assets and what’s the downside?

·         How much does Medicare pay for long-term care expenses?

·         How does gifting protect my assets if I end up needing care?

These coffee talks are intended to be short and informal ways for attendees to get together, interact and learn.

There is no fee to register. Please invite family and friends.

Click here to register and we hope to see you there!

Attorney Keenan will be the sole speaker for a live “Webcam” seminar produced by the National Business Institute. The intended audience is attorneys, accountants, financial planners and other professionals. The focus will be on special needs planning and how trusts and ABLE accounts can be incorporated.

The agenda for the presentation is as follows:

1. Who Qualifies as the Beneficiary? Varying Definitions of Disability.

2. ABLE Account vs. Special Needs Trust Creation and Structure Issues: Who Can Set One Up?

3. Limits on Contributions and Total Maximum Amount.

4. Account Management Challenges.

5. Qualified and Nonqualified Expenses: Key Differences.

6. Tax Hurdles: SNT vs. ABLE Account.

7. Interstate Moves: Which is More Flexible?

8. Medicaid Recovery Rights Comparison.

Please click here to register.

Attorney Keenan will participate in a webinar titled “Medicaid Planning: Pros and Cons of Gifting the House” on Wednesday, June 24, 2020 from 1:00pm to 2:30pm EST. The webinar is presented by Strafford Publications and the intended audience is attorneys, accountants, financial advisors and other professionals.

Whether or not to transfer ownership of the house to the children is perhaps the most common question for clients who are worried about losing their home in the event of a nursing home placement. This webinar will review the Medicaid/Title 19 eligibility rules, the five-year lookback rule, tax considerations, outright transfers vs. transfers to an irrevocable trust, and other related topics.

Attorney Keenan will be joined by Attorney Kelly Gannott and Attorney Misty Clark VanTrease, both from Kentucky Elder Law, LLC in Louisville and Bowling Green, Kentucky.

Please click here for registration details.

Attorney Keenan will teach a class on “Estate Planning & Medicaid 101” for a Caregivers’ Course, presented by Hartford Healthcare Center for Healthy Aging on Wednesday, April 22nd from 5:30 to 6:30 at the Riverfront Community Center in Glastonbury, Connecticut.

To sign up, please contact Patty O’Brian at patty.obrian@hhchealth.org or 860-628-3833.

THIS COURSE HAS BEEN POSTPONED DUE TO CORONA VIRUS CONCERNS.

WE WILL UPDATE THIS SITE ONCE A NEW DATE HAS BEEN SCHEDULED.

Attorney Keenan will participate in a panel discussion on estate planning and probate at his church, Congregational Church in South Glastonbury, Connecticut (“South Church”). The other presenter is Hon. Sean Peoples, Probate Court Judge for the Glastonbury-Hebron Probate District. The topics will include navigating the probate court system and the wisdom of estate planning and planned charitable giving.

There will be two separate presentations at 1:30pm and 7pm.

DUE TO THE CORONAVIRUS, THESE PRESENTATIONS WILL BE RE-SCHEDULED TO SOMETIME IN THE FALL.

Attorney Keenan will participate in a panel discussion on probate and estate planning at his church, Congregational Church in South Glastonbury, Connecticut (“South Church”). The other presenter is Hon. Sean Peoples, Probate Court Judge for the Glastonbury-Hebron Probate District. The topics will include navigating the probate court system and the wisdom of estate planning and planned charitable giving.

There will be two separate presentations at 1:30pm and 7pm.

DUE TO THE CORONAVIRUS, THESE PRESENTATIONS WILL BE RE-SCHEDULED TO SOMETIME IN THE FALL.

Attorney Keenan will participate in a nationally-broadcast webinar titled “Mastering Medicaid Spend-Downs”, presented by The Rossdale Group. The intended audience is attorneys, accountants, financial planners and other professionals. The presentation will focus on an explanation of Medicaid law and how to assist clients in developing the best plan for spending down assets in order to qualify for Medicaid benefits.

The other participating attorneys are Landon Sandberg, Esq. of Sandberg, Stettler & Bloxham, of Kaysville, Utah, David J. Zumpano, Esq. of the Estate Planning Law Center in New Hartford, New York, and Lissett C. Ferreira, Esq., of Meehan & Associates, LLC of New York City, New York.

Attorney Keenan will be the lead-off speaker and cover: (1) Qualifying for Medicaid & Other Benefits When Your Assets Exceed the Limit, (2) Essential Spend-Down Techniques, and (3) Determining Ideal Timing to Protect Assets.

Please click here for registration details.