TELESEMINAR: Estate Planning for the Elderly, Part 2 – A National Perspective
November 20, 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 2 of 2.
- Health care issues, including varieties of powers of attorney and advance medical directives
- Planning for disability and long-term care
- Role of public benefits in planning for the elderly
- Use of asset protection trusts
- Appointment of conservators and guardians, and property management
William Kalish, Akerman Senterfitt, LLP, Florida
Cynthia Carlson, Akerman Senterfitt, Florida