TELESEMINAR: Estate Planning for the Elderly, Part 1 – A National Perspective
November 19, 2013
12:00 – 1:00 p.m.
1.00 MCLE hours
Trust and estate planning for the elderly is a delicate balance. There is traditional planning to reduce taxes but also the necessity of financing long-term care of clients. Sensitive health care issues like advance medical directives can involve the appointment of trustees and guardians, and these decisions often stir family emotions. Frequently, too, clients want to provide for the tuition and other educational expenses of grandchildren or others, but these and other distributions can give rise to mounting demands from heirs. This program will provide you with a real-world guide to the key areas of trust and estate planning for the elderly, including tax reduction techniques, funding long-term care, and educational and charitable giving, major health care issues, reducing family conflicts and more. Part 1 of 2.
- Issues related to client competence, undue influence and dependence on another
- Planning with revocable living trusts
- Planning for the tuition and educational expenses of grandchildren
- Late-in-life divorces and remarriages, including issues for heirs of prior marriages
- Avoiding post-mortem disputes with family and other potential claimants
William Kalish, Akerman Senterfitt, LLP, Florida
Cynthia Carlson, Akerman Senterfitt, Florida