Estate, Financial and Health Care Planning for Elder Clients Training Class

Course ID: 8139

Estate, Financial and Health Care Planning for Elder Clients Training Seminar

Expand Your Elder Care Expertise

In recent years, the aging baby boomer generation has developed into an abundance of clients seeking estate, financial and health care planning assistance. There are special needs that must be addressed when working with clientele regarding their future care. As a planning professional, you need to be aware of the unique circumstances and life decisions facing these clients.

Along with our seasoned faculty, you'll learn how to help your clients take care of these sensitive issues. You'll get strategies for helping them plan for incapacity, post-mortem options and long-term care. You'll also look at potential ethical issues when dealing with your clients' children and understand some of the pitfalls inherent when consulting with elder clients. Review different Medicaid and long-term care options and find out when and how to use special needs trusts. This is a definitive seminar you won't want to miss.

Prepare yourself to offer the best options to your clients:

Compare uses and limitations of a living will and health care power of attorney
Learn about the uses of living wills and revocable trusts
Get tips for helping your clients plan for post-mortem decisions
Discuss long-term care options, like assisted living and hospice care
Find out how to exercise your client's wishes in the event of incapacity
Discover simple ways to make estate planning less complicated and easily understood by all parties
Identify when it's appropriate to use special needs trusts in estate planning


	Agenda
	HOW TO PLAN FOR INCAPACITY Laurence I. Levinson, 9:00 - 9:45 Understanding the Terminology Healthcare Power of Attorney Financial Powers of Attorney Living Will Guardianships Revocable Trusts UNDERSTANDING POST MORTEM OPTIONS Charles W. Boohar, 9:45 - 10:30 Burial vs. Cremation Body Donation Organ and Tissue Donation UNDERSTANDING LONG-TERM CARE OPTIONS Charles W. Boohar, 10:45 - 11:30 Assisted Living Nursing Home Care Hospice Care In-Home Services ETHICAL ISSUES WHEN DEALING WITH THE CHILDREN OF ELDER CLIENTS Bryant A. Boohar, 11:30 - 12:00 and 1:00 - 1:30 Conflicts of Interest Confidentiality Representing the Incompetent Client Understanding Who the Client Is TIPS AND TRAPS WHEN CONSULTING WITH THE ELDER CLIENT Bryant A. Boohar, 1:30 - 2:15 The Art of Listening Building Rapport Delivering Complicated Information in Understandable Terms Follow-up MEDICAID VS. LONG TERM CARE INSURANCE Bryant A. Boohar and Laurence I. Levinson, 2:30 - 3:30 Long Term Care Insurance Amount of Coverage Advised Age and Health Factors When Deciding When to Buy Income and Estate Tax Issues Medicare and Medigap Rules Qualifying for Medicaid Medical Criteria Where Medicare Stops and Medicaid Begins What Assets Are Exempt Financial Criteria for Single and Married Applicants Understanding Spenddown Planning Techniques USING SPECIAL NEEDS TRUSTS Laurence I. Levinson, 3:30 - 4:30 What are Special Needs Trusts? When to Use Special Needs Trusts in Estate Planning Why Special Needs Trusts Are Used How Special Needs Trusts Work


	Audience
	This intermediate level course is for attorneys, estate planning practitioners, social workers, nursing home administrators, financial planners, paralegals, trust officers, accountants and other professionals who work with elder clients on estate, financial and health care planning.