Led by Joseph M. Pankowski, Jr., Esq.
Sunday, April 22, 2018
Please join us for this follow-up to Rev. Shannon White’s discussion of her book, “Invisible Conversations With Your Aging Parents.” We are so pleased to have Joe, who is an estate planning attorney and a church member, share important insights with us. He will cover the following topics:
- Primary goal: Maintaining family harmony between the generations
- The senior’s personal and financial autonomy vs. the children’s desire for safety
- Getting the senior and the children on the same page
- The importance of transparency
- Legal documents:
- a) Power of Attorney
- b) Living Will and Appointment of Health Care Agent
- c) Revocable Living Trust
- d) Will
- “Conservatorships” and “Intestate Estates”: The danger of unsigned documents
- Gift and estate tax planning for seniors of significant means
- Medicaid planning for seniors of limited means
Joseph M. Pankowski, Jr.
Partner, Wofsey, Rosen, Kweskin, & Kuriansky, LLP
Joe limits his practice to estate planning, real estate and the administration of trusts and estates. He counsels individuals, families and corporate fiduciaries with respect to intricate personal and business issues associated with the administration and disposition of assets. He is a graduate of Florida State University (B.S., summa cum laude, 1986) and the University of Virginia School of Law (J.D. 1990). He received an LL.M. in Taxation from the New York University School of Law and an M.A. in Religion from Yale University. Joe is the Chairman of the Darien Commission on Aging and serves as a Justice of the Peace. He is admitted to practice in Connecticut and New York. Joe is a frequent lecturer at community and bar association seminars, and is currently a member of the Estates and Probate Sections of the Connecticut Bar Association and the Stamford/Norwalk Regional Bar Association.