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Julian Gray Associates
954 Greentree Road
Pittsburgh, PA 15220

Elder Law and Special Needs News

November 2019

 To Clients, Colleagues and Friends: 

We are proud to be participating as a sponsor for the “Give Care and Taking Care: A Dementia Caregiver Conference” provided by the Alzheimer’s Association on Tuesday, November 19th taking place at the Doubletree by Hilton in Monroeville.

Register to attend by visiting or register by phone at 1-800-272-3900.

Featured Articles

Meet the NINE Certified Elder Law Attorneys at JGA!
You Need A Certified Elder Law Attorney

A Certified Elder Law Attorney can review your unique situation to make sure you have accurate information and a solid wealth preservation plan to protect your family and your resources should you or a loved one ever require long-term care.

What's In The News

Making Year-End Gifts to Special Needs Family Members

Many people are getting ready to make gifts to family members, but gifts of cash or certain types of gift cards can compromise the eligibility for government benefits of a family member with special needs.

The 2020 Social Security Increase Will Be Smaller than 2019's
The Social Security Administration has announced a 1.6 percent increase in benefits in 2020, nearly half of last year's change. The small rise has advocates questioning whether the government is using the proper method to calculate increases.
Don't Let Medicare Open Enrollment Go By Without Reassessing Your Options

Medicare's Open Enrollment Period, during which you can freely enroll in or switch plans, runs from October 15 to December 7. Don't let this period slip by without shopping around to see whether your current choices are the best ones for you.  

Upcoming November Speaking Engagements

Date: Thursday, November 7, 2019
Location: Country Meadows Retirement Community of South Hills
Speaker: Matthew T. Kikta, CELA
Topic: "Essential Estate Planning Documents"
Time: 1:30pm
Registration: 412-257-4566

Date: Saturday, November 9, 2019
Organization: Keller Williams
Location: Scott Township Municipal Building
Speaker: Karen S. Timko, CELA
Topic: "Design Your Estate Plan"
Time: 11:00am
RSVP: 412-965-2320

Date: Tuesday, November 12, 2019
Location: Tapestry Moon Township
Speaker: Caitlin E. Harper, CELA
Topic: "A Veteran Benefits Overview"
Time: 5:30pm
RSVP: 412-480-8140

Date: Thursday, November 14, 2019
Organization: John F. Slater Funeral Home
Location: Whitehall House
Speaker: Colin A. Morgan, CELA
Topic: "How To Handle Finances After The Loss of A Loved One"
Time: 11:30am
Registration: 412-881-9022

Date: Tuesday, November 19, 2019
Organization: Alzheimer’s Association
Event: Dementia Caregiver’s Conference
Location: Doubletree at Monroeville
Speaker: Colin A. Morgan, CELA (part of Resources Panel)
Conference Time: 8:30am – 2:30pm
Speaking Time: 11:00am
Registration online at:

Topics Recently Covered of the Julian Gray Podcast!

"Ask Julian: The Legal Show"

* Long Term Medicaid Planning for Single People
* The Pennsylvania Estate Recovery Act
 * Disability Planning: Where to get Help and What are the Warning Signs
* How Does an Asset Protection Trust Work?

Click Here to Listen to "Ask Julian: The Legal Show"!

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