Continuing Legal Education

TELESEMINAR: Role of Public Benefits in Estate Planning for All Clients – A National Perspective

February 18, 2014
12:00 – 1:00 p.m.
1.00 MCLE hours


As the federal estate and gift taxes recede as a planning consideration for estates under a certain size, the role of expanded public benefits – Social Security, Medicare, Medicaid, and other government benefits – plays an increased role as clients and their attorneys plan their estates to provide long-term and fund rising health care costs into old age. Though eligibility for some benefits – such as Medicaid – is limited to the very poor, other substantial benefits are not means-tested and available to clients of estates of every size and may play an important role in planning for many middle class and upper-middle class clients. This program will provide you a real-world guide to eligibility for various public benefits programs for clients with variously sized estates and how those benefits can be incorporated into estate plans for a range of clients, providing long-term income and funding health care. 


  • Role of Social Security, Medicare, Medicaid and other public benefits in client estate plans
  • Substantial impact of public benefits in plans of middle class and upper-middle class clients
  • Eligibility of standards and planning to maximize benefits at retirement
  • Leveraging benefits to fund long-term income and long-term health care
  • Integrating benefit programs into larger estate plans


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Program Speakers:
Rebecca C. Morgan
, Director, Center for Excellence in Elder Law, Stetson University College of Law, Florida
William Kalish, Akerman Senterfitt, LLP, Florida


Rebecca C. Morgan is the Boston Asset Management Chair in Elder Law and the director of the Center for Excellence in Elder Law at Stetson University College of Law, where she teaches courses in elder law and estate planning.  She is past president of the National Academy of Elder Law Attorneys, a Fellow of the American College of Trust and Estate Counsel, and co-author of “Tax, Estate and Financial Planning for the Elderly,” published by Matthew Bender.  Ms. Morgan received her B.S./BA. from Central Missouri State University and her J.D. from Stetson University College of Law.

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.