Tuesday, February 18th at 11:00 AM – 1:30 PM  FULL

Topic: The Secure Act: How it effects your Estate Plan

 Epic retirement changes were signed into law on December 20th, that took effect January 1st, bringing both positives for savers and potentially disastrous consequences for heirs. 

Come learn the impact of these new rules and the steps everyone should take today to avoid a tax disaster.

We will discuss:

-Impact of Rules: 

What are the new rules and their exceptions?

How they changed old rules?

When do the new rules apply?

-What you should do today?

Reevaluate your beneficiaries.

Potential changes need to your Trust

Need for a tax analysis

What options to consider for your plan;

Outright distributions

Charitable Remainder Trusts

Life Insurance

Roth conversations


Wednesday, February 19th at 11:00 AM – 1:30 PM

Topic: About Alzheimer’s Disease & Pre- Planning 

Understanding Alzheimer’s, Dementia, and Elder Care Planning

Statistics show that someone in the United States develops Alzheimer’s disease every 65 seconds. Furthermore, 1 in 3 seniors in the U.S. die with Alzheimer’s or another form of dementia. Despite the prevalence of dementia, many of us do not know much about these debilitating diseases or the legal, financial, and emotional steps we can take to prepare ourselves and loved ones for a diagnosis.

At The Law Offices of Janis A. Carney, our team is passionate about helping people in Silicon Valley to ensure the best possible quality of life for their loved ones. We will help you navigate the uncertain waters that come with a dementia diagnosis. Our team understands the legal and financial options available to you, and we will help you prepare for and manage life following a diagnosis.

To get started, please sign up for one of our free Alzheimer’s and Dementia Luncheon seminars. In these workshops, we will cover:

  • Diagnosis of dementia, the stages, and the early signs
  • Caregiver tips to help ease the stress of being a caretaker
  • How to choose decision makers
  • Community resources and professionals to contact for help
  • Financial and legal concerns to address
  • How dementia can drain savings and what steps you can take to avoid it doing so
  • The government benefits available to you
  • Medi-Cal eligibility rules
  • Action steps to take

Be on the look out for information on our upcoming workshops:

Topic: Planning Strategies for All Ages and Stages of Life.. 

Estate Planning, Long-term care Planning, Asset Protection, Alzheimer’s Planning and More!  

Wednesday, March 18th at 11:00 AM – 1:30 PM


Wednesday, March 18th at 2:00 PM – 4:30 PM

Seats to these workshops fill up fast, so act now to reserve your spot! You can either give us a call, follow this link, or fill out the form on this page to sign up.

Workshop Location:

The Law Offices of Janis A. Carney
19100 Cox Ave. Suite A, Saratoga, CA 95070

If you attend our workshop and fill out the information sheet provided in the folder, you can get one of these books!