TELESEMINAR: Health Care Issues in Estate Planning – A National Perspective
July 16, 2013
12:00 – 1:00 p.m.
1.00 MCLE hours
Estate planning is filled with many health care issues, including end-of-life caretaking, health care decision-making, property management and more. Tensions flare among trustees, health care providers and family members at the worst possible moment – when critical decisions about the health care of the client need to be made. Choosing the right trustee, guardian or conservator, clearly drafting objective “triggers” in health care documents, and working with all stakeholders is essential to achieve your client’s most important personal goals. 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 critical stages of the planning process.
- Drafting advance health care directives, health care powers-of-attorney, living wills, and revocable trusts
- Defining objective health care “triggers” in documentation
- Key issues in appointing trustees, guardians and conservators
- Availability and financing of home health care and institutional care
- Tension between health care providers and trustees – areas of competence, conflict, and cooperation
William Kalish, Akerman Senterfitt, LLP, Florida