Upcoming Seminars

To sign up click on the blue Seminar title. This will take you to a simple sign-up form.

  • Monday | May 20, 2019 @ 8:30am – 4:40pm | Hilton Garden Inn | 35 Major Taylor Boulevard | Worcester, MA

Attorney Donald Sienkiewicz will present at this NBI Seminar on How to Use Trusts to:

  • Control Distributions and Manage Inherited Assets.
  • Guard Against Third Parties
  • Manage and Transfer a Family Business

This basic level seminar is designed for the professionals involved in creating, administering and terminating trusts:

  • Attorneys
  • Accountants and CPAs
  • Trust Officers
  • Financial Planners
  • Tax Professionals
  • Paralegals

Monday | June 24, 2019 @ 8:30am – 4:40pm | Courtyard Manchester | 700 Huse Road | Manchester, NH

Attorney Donald Sienkiewicz will present at this NBI Seminar on How to Use Trusts to:

  • Expand Your Planning Options (The Basics) 8:30-9:30am
  • Guard Against Third Parties (DAPTs, Spendthrift Provisions, Etc. 1:00-1:45pm

2019 Past Seminars

Statistical studies show that 55% of Americans die without a will or estate plan.  Attorney Sienkiewicz will cover the basics of estate planning (wills, powers of attorney and trusts) and explain why simply signing a will or power of attorney with a “do it yourself” plan may actually be worse than doing nothing, costing a “special needs” family member the loss of government benefits or resulting in an ex-spouse inheriting assets.

Wednesday | March 13, 2019 @ 7:00 – 8:30pm | 109 Ponemah Road, Suite 5 | Amherst, NH

Get Your Questions Answered about the One-Meeting Trust

Attorney Donald Sienkiewicz will explain why the One-Meeting Trust is an awesome solution for young families who do not have the time and money for a comprehensive, fully funded Trust. Of course he will also answer your general questions about estate planning.  Click here to learn more about the One-Meeting Trust.

  • Tuesday | March 19, 2019 @ 7:00 – 8:30pm | 109 Ponemah Road, Suite 5 | Amherst, NH

    Asset Protection, Medicaid & the Nursing Home Lien

    This seminar is designed to educate citizens over age 50 and their adult children about the risk to your legacy posed by the cost of nursing home care and how to avoid it.

  • Tuesday | February 5, 2019 @ 7:00 – 8:30pm | 109 Ponemah Road, Suite 5 | Amherst, NH

    Wills and Trusts Q & A Session

    Attorney Donald Sienkiewicz will explain Trusts and Wills and answer your questions.

Attorney Donald Sienkiewicz will explain Trusts and Wills and answer your questions.

  • Wednesday | January 9, 2019 @ 7:00 – 8:30pm | 109 Ponemah Road, Suite 5 | Amherst, NH

    EVENING Wills and Trusts Q & A Session

    Attorney Donald Sienkiewicz will explain Trusts and Wills and answer your questions.

2018 Past Seminars

Attorney Donald Sienkiewicz will explain Trusts and Wills and answer your questions.

Attorney Donald Sienkiewicz will explain Trusts and Wills and answer your questions.

This seminar is designed to educate citizens over age 50 and their adult children about the risk to your legacy posed by the cost of nursing home care and how to avoid it.

  • Wednesday | March 21, 2018 @ 6:30 pm | Community House | 5 Union St. | Milford, NH

Why Most Trusts Fail – and How to Make Yours Succeed

This seminar seminar will cover:

  • Why most living trusts do not work – and how to make yours succeed
  • The one question to ask your estate planning attorney
  • What is trust funding and why is it essential
  • How to reduce professional fees in the overall cost of a trust-based plan
  • How to utilize trusts to protect your loved ones’ inheritance against creditors and divorces.
  • What are the benefits of a formal estate plan maintenance program?
  • Tuesday | February 13, 2018 @ 6:30 pm | Community House | 5 Union St. | Milford, NH

Why Most Trusts Fail – and How to Make Yours Succeed

This seminar seminar will cover:

  • Why most living trusts do not work – and how to make yours succeed
  • The one question to ask your estate planning attorney
  • What is trust funding and why is it essential
  • How to reduce professional fees in the overall cost of a trust-based plan
  • How to utilize trusts to protect your loved ones’ inheritance against creditors and divorces.
  • What are the benefits of a formal estate plan maintenance program?
  • Tuesday | January 30, 2018 @ 8:00 – 9:30am | Black Forest Cafe | 212 Route 101 | Amherst, NH

Anatomy of an Estate Plan – Breakfast Seminar for Professionals

Attorney Sienkiewicz will present a case study of a married-couple, MA household, one W-2 spouse, one self employed, with NH source income and two children.

Revocable credit shelter trusts, pourover wills, and financial and healthcare powers of attorney, as well as the three processes that make our planning practice significantly different from that or other attorneys will all be illustrated.

2017 Past Seminar

  • Thursday | December 14, 2017 @ 8:00 – 9:30am | Black Forest Cafe | 212 Route 101 | Amherst, NH

How Trusts Protect Assets – Tax Professionals Breakfast Seminar

Trusts are powerful tools for protecting assets across the generations. Even the ubiquitous revocable trust is a powerful asset-protection tool when used correctly. Spendthrift Trusts, IRA Trusts, Medicaid Irrevocable Trusts, Supplemental Needs Trust, and self-settled Domestic Asset Protection Trusts will all be covered.

    • Tuesday | November 7, 2017 @ 8:00 – 9:30am | Black Forest Cafe | 212 Route 101 | Amherst, NH | One Hour CE credits for CFPs
  • How Trusts Protect Assets – Financial Advisor Breakfast
    Trusts are powerful tools for protecting assets across the generations. Even the ubiquitous revocable trust is a powerful asset-protection tool when used correctly. Spendthrift Trusts, IRA Trusts, Medicaid Irrevocable Trusts, Supplemental Needs Trust, and self-settled Domestic Asset Protection Trusts will all be covered.
    • Monday | October 23, 2017 @ 9:00 – 4:30pm | Executive Court Banquet Center | 1199 South Mammoth Rd. | Manchester,
  • Attorney Sienkiewicz will present:
    -Working with Executors and Administrators– Ethical Perils in the Probate Process

Medicaid Irrevocable Trusts are powerful tools that can preserve assets for your clients where long-term care insurance is not an option or they want more coverage than they are willing or able to purchase. Think of these trusts as umbrella policies with a one-time premium. However, the rules are changing rapidly, and thousands of these trusts have been written which, recent court cases tell us, will not work when put to the test.

Attorney Sienkiewicz will present:

-Trust Based Medicaid Planning

-Using Income – Only Trusts While Qualifying for Medicaid

-Tax Aspects of Medicaid Planning

Attorney Sienkiewicz will be presenting at this Continuing Legal Education Seminar.

This seminar is designed to educate citizens over age 50 and their adult children about the risk to your legacy posed by the cost of nursing home care and how to avoid it.

Attorney Sienkiewicz will be presenting at this Seminar for Attorneys and Other Service Providers in New England.

This seminar is designed to educate citizens over age 50 and their adult children about the risk to your legacy posed by the cost of nursing home care and how to avoid it.

Attorney Sienkiewicz will be presenting at this Seminar.

This seminar is designed to educate citizens over age 50 and their adult children about the risk to your legacy posed by the cost of nursing home care and how to avoid it.

This seminar is designed to educate citizens over age 50 and their adult children about the risk to your legacy posed by the cost of nursing home care and how to avoid it.