Providing Information to the Community
Anderson, Desimone & Green, PC offers professional, knowledgeable speakers for your community event at no cost. Call us at (540) 776-6434.
Taking Control & Planning Ahead:
Strategies for Long Term Care Asset Protection
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Medicaid Myths: the truth about the new eligibility rules.
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How to maximize assets your family can keep.
Learn the critical differences between Medicare and Medicaid.
Making sure your current plan is up-to-date: what your documents must specifically state to really help you.
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What is a Long Term Care Asset Protection Trust?.
Why long term care planning is crucial—no matter how wealthy you are.
Why timing is so critical in applying for Medicaid benefits.
What steps you need to take now if you are the "Designated Daughter."
What are the two sets of "look-back" rules and how they apply to your situation.
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How to ensure your assets will be available to a disabled loved one, even if you need long term care.
Providing for children who are having marital problems or are poor money managers.
Why it is never too late (or too early) to plan.
2008 Schedule for "Taking Control..."
Tuesday, September 23, 2008 from 10:00 am - 11:30 am
Smith Mountain Lake - The Waterfront
Presented by: Ann McGee Green of Anderson, Desimone & Green, PC
Tuesday, September 23, 2008 from 6:30 am - 8:00 pm
New River Valley - The Farmhouse Restaurant
Presented by: Ann McGee Green of Anderson, Desimone & Green, PC
Wednesday, September 24, 2008 from 10:00 am - 11:30 am
Roanoke - Holiday Inn, Tanglewood
Presented by: Ann McGee Green of Anderson, Desimone & Green, PC
Thursday, September 25, 2008 from 6:30 am - 8:00 pm
Vinton - Vinton War Memorial
Presented by: Ann McGee Green of Anderson, Desimone & Green, PC
Tuesday, September 30, 2008 from 10:00 am - 11:30 am
Rocky Mount - The Franklin Center
Presented by: Ann McGee Green of Anderson, Desimone & Green, PC
Tuesday, September 30, 2008 from 6:30 am - 8:00 pm
Bedford - Bedford Area Welcome Center
Presented by: Ann McGee Green of Anderson, Desimone & Green, PC
Please RSVP (540) 776-6434 as seating is limited.
Living Trusts and Wills
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Learn about the Pros and Cons of Wills, Revocable Trusts, and Irrevocable trusts.
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How to protect an inheritance from divorce, lawsuits, charming cheats, creditors, predators, inlaws and outlaws.
How to transfer assets to your heirs with the least expense, delay, and hassle.
How to plan properly if you have no children.
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The best type of plan should you become incapacitated or disabled.
Practical, common sense tips you need to know while you plan your affairs.
Three proven methods to preserve your assets from long term care expenses.
How to protect beneficiaries with poor money-management skills from blowing all that you have worked for!
Providing properly for children who are disabled, have trouble with their marriage, or are highly successful.
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How to know whether your current estate plan is up-to-date.
How to minimize inheritance taxes under the newest tax laws.
How to reduce "family fallout" after someone dies, streamline the wealth transfer process, and retain family harmony.
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Travel smart - 2 things you must do to get your legal affairs in order before the summer trip.
2008 Schedule
"Living Trusts and Wills"
Tuesday, June 3, 2008 from 10:00 am - 11:30 am
New River - The Farmhouse Restaurant
Presented by: Christopher Desimone of Anderson, Desimone & Green, PC
"Living Trusts and Wills"
Wednesday, June 4, 2008 from 10:00 - 11:30 am
Roanoke - Holiday Inn, Tanglewood
Presented by: Christopher Desimone of Anderson, Desimone & Green, PC
"Living Trusts and Wills"
Thursday, June 5, 2008 from 10:00 am - 11:30 am
Smith Mountain Lake - The Waterfront Country Club
Presented by: Christopher Desimone of Anderson, Desimone & Green, PC
"Living Trusts and Wills"
Thursday June 5, 2008 from 6:30 pm - 8:00 pm
Roanoke - Vinton War Memorial
Presented by: Christopher Desimone of Anderson, Desimone & Green, PC
Please RSVP (540) 776-6434 as seating is limited.
Previous Events
Chris has been a featured speaker for the United States Postmaster's Conference; the Virginia Funeral Directors Association; the Internal Revenue Service (IRS); National Association of Insurance and Financial Advisors; Brambleton Center SeniorLinks Guest Speaker Series; Bluefield College Heritage Society; Roanoke County Retired Teachers Association; Lynchburg Academy of Medicine; Virginia Tech Employees Workshop; National Association of Senior Friends Program at Lewis Gale Hospital; The Women's World Forum; Mom's Club of Roanoke; The Vinton Women's Club; National Alliance for the Mentally Ill; Mount Rogers Community Services Board and Family Support Committee; Franklin County Retired Teacher's Association; Roanoke Catholic Charitable Trust Workshop; Trinity Ecumenical Church Life For One Program; The E. Louise Brown Missionary Society; Cox Communications Featured Speaker Series; Autism Society of America; Luna Energy Corporation; General Electric Company; Autism Society of America; Down Syndrome Association; Totera Women's Club; Cherokee Hills Women's Club; Danville Institute for Advanced Learning and Research Estate Planning Forum; The Sheltered Workshop of Altavista; Villas at Peppers Ferry Estate Plan Presentation; American Association of Retired Persons (AARP); Telephone Company Retirees/Pioneer Association; The Lutheran Nursing Home of Virginia; Lynchburg Access For All Institute; Radford University Employees and Retirees Benefits Planning Conference; Brain Injury Conference for Southwest Virginia; and countless churches, civic organizations and financial institutions. He has made several radio guest appearances on WWWR and WFNR talk radio; was a guest speaker on Blue Ridge Public Television; and accepted an invitation to be televised on WDBJ Channel 7 to discuss cutting edge developments in estate planning.