Continuing Legal Education

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


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Program Speakers:
William Kalish
, Akerman Senterfitt, LLP, Florida
Cynthia Carlson, Akerman Senterfitt, Florida

William Kalish is a partner in the Tampa office of Akerman Senterfitt, LLP.  His practice focuses on advising individual clients and their families on their estate and trust plans, including wills, revocable trusts, irrevocable trusts, charitable trusts, private foundations, and limited partnerships. He also practices in probate administration, asset preservation, business succession planning for family-owned entities, and the division of business interests in the context of divorce.  He is a Fellow of the American College of Trust and Estate Counsel, formerly served as chair of ABA Tax Section, and has served as an Adjunct Professor of Law at Stetson Law School teaching estate planning.  Mr. Kalish received his B.A. from the University of Pittsburg and his J.D. with honors from George Washington University Law School.

Cynthia Carlson is a partner in the Naples, Florida office of Akerman Senterfitt, where she has a national practice focuses on representing individuals and their families in estate planning, estate and trust administration, estate and gift tax planning, charitable planning and forming and advising nonprofit organizations.  She has written and spoken extensively on asset protection planning and estate planning.  Ms. Carlson earned her B.A. from the University of New Orleans, her M.S. from The New School University, her J.D. from New York Law School, and her LL.M. from New York University School of Law.