TELESEMINAR: Health Care & Estate Planning: Vital Issues at Each Stage of the Planning Process
September 8, 2010
12:00 – 1:00 p.m.
1.00 MCLE hours
Telephone
Health care issues in estate planning involve the volatile combination of sensitive health concerns, money, and family emotion. Tensions often flare among trustees, health care providers and others at the worst possible moment – when crucial decisions about the health care of the client need to be made. The importance of choosing the right trustee, guardian or conservator, clearly drafting objective “triggers” in health care documents, and working with all stakeholders cannot be understated for practitioners. This program will provide you with a practical guide to the major health care decisions in estate and trust planning with an emphasis on conflict avoidance at various crucial stages of the process. The program is designed for all estate planning practitioners with intermediate to advanced levels of practice experience.
Highlights:
· Appointing trustees, guardians and conservators – key issues in deciding who is best
· Drafting advance health care directives, health care powers-of-attorney, living wills, and revocable trusts
· Defining objective health care “triggers” in documentation
· Availability and financing of home health care and institutional care
· Tension between health care providers and trustees – areas of competence, decisions points, avoiding conflict, and promoting necessary cooperation
For more information about the new ISBA Teleseminar programs, please visit: http://www.isba.org/cle/teleseminar
Program Speaker:
Rani Newman Mathura, Cummings & Lockwood, LLC, Bonita Springs, Florida