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Estate Planning and Medicaid Basics (How to Guide Families in Crisis) by Cheryl Jones and Funeral Pre-Planning by Rebecca Orr 

Wednesday, November 20, 2019 – 4:30 p.m. – 7:00 p.m.

Charles Zeiler & Son Funeral Home

6224 Eastern Ave., Baltimore, MD 21224


RSVP by: Friday, November 1st
This CEU seminar is free, but space is limited. RSVP at or to Dexie Estrera at with name, employer, email, phone number and position.

About the Speakers: Cheryl Jones is a Member in  PK Law’s Wealth Preservation Group. She represents individuals and families, business owners, healthcare facilities, and corporate executives in matters relating to estate planning, asset protection, and elder law, including asset transfer strategies.  Rebecca Orr is a licensed funeral director and advanced planning advisor representing Dignity Memorial, North America’s largest funeral provider. She specializes in funeral and cremation pre-planning which helps families understand available options, financial considerations, and protection from inflation.

Course Description:  Estate Planning and Medicaid Basics (How to Guide Families in Crisis) Learn the basics of Maryland estate planning and elder law provisions, including best practices for paying for a nursing facility, how to protect the family home and other assets, and how to qualify for Medicaid.  Attendees will also understand the benefits and importance of having estate planning documents such as a will, power of attorney, healthcare directive and Maryland Medical Orders for Life Sustaining Treatment (MOLST) in place, before entering a nursing facility. Funeral Pre-Planning What is it, what are the options and choices, and what do families and seniors need to know? 

Credits Available:  2 CEU credits for Case Managers and Social Workers