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