Estate Planning Demystified

As experienced attorneys in the areas of estate planning, probate, trust administration, special needs trusts, and Medicaid planning, we are passionate about helping individuals, families, and organizations navigate complex legal matters. We believe that understanding your options is the first step toward peace of mind and long-term security.

We are available to come to your location and speak to a variety of groups, including:

  • Residents in assisted living and long-term care facilities
  • Civic organizations
  • Non-profit groups
  • Businesses and professional associations

What You Can Expect
from Our Presentations

We tailor each presentation to meet the unique interests and needs of the audience. Whether you are looking for an overview of essential estate planning documents, an exploration of Medicaid Long Term Care eligibility requirements, or guidance on how special needs trusts can secure the future for a loved one with special needs, we deliver practical information in an easy-to-understand format.

Typical topics include:

  • Estate Planning 101: Wills, Trusts, and Power of Attorney Explained
  • Revocable Living Trusts Demystified
  • Navigating Probate: What Families Need to Know
  • How Medicaid Can Help Pay for Long-Term Care in Kentucky
  • Planning for Loved Ones with Special Needs Using Trusts

We can customize my presentations based on your group’s specific concerns. Whether you’re looking for a 15-minute overview or a more in-depth session, We’re happy to accommodate your needs.

Why Invite Us to Speak?

Engaging and Practical

Our attorneys deliver actionable information that empowers individuals to make informed decisions.

Customized for Your Group

From community centers to professional organizations, we’ll adapt the presentation to suit your audience.

Accessible and Approachable

Our goal is to create a welcoming space where attendees feel comfortable asking questions.

Shelby Chamber of Commerce
Shelby County Public Schools; Shelby Inspire
Shelby Community Theatre
Shelbyville Shelby County Parks and Recreation
Shelby County High School
Painted Stone Elementary School
Dorman Preschool
Kosair for Kides Shelbyville Community Impact Breakfast
Boy Scouts of America Lincoln Heritage Council
Kiwanis International

If you’re interested in scheduling a presentation, please reach out by calling 502.205.9005 or emailing firm@berkleyoliver.com. Our team looks forward to the opportunity to connect with your group and provide valuable insights into these important legal topics.