Advising Elderly Clients: Asset Preservation, LTC, Medical Costs, Trusts, and Critical Documents
Note: CLE credit is not offered on this program
Recording of a 110-minute CPE webinar with Q&A
This course will explain planning strategies to preserve a senior's accumulated wealth and steps that can be taken to address the challenges of aging. The panel will discuss preparing for long-term care and medical costs and the necessary documents that the elderly should have in place, including healthcare directives, powers of attorney, and wills.
- The aging population
- Elder issues
- Powers of attorney
- Wills and living wills
- Financial planning
- Long-term care planning
- Asset protection
- Medicaid planning
The panel will review these and other significant issues:
- Who should have a healthcare directive?
- What steps should be taken to qualify for Medicaid?
- When should a senior consider a trust?
- When should long-term care insurance be purchased?
Cindy Nelson, JD
Nelson Elder Care Law
Ms. Nelson is an Attorney and the Founder of Nelson Elder Care Law. She specializes in representing seniors’... | Read More
Ms. Nelson is an Attorney and the Founder of Nelson Elder Care Law. She specializes in representing seniors’ rights and interests. She has been instrumental in strengthening Georgia legislation against elder abuse, securing additional funding for senior services, and the implementation of Georgia Alzheimer and Related Dementia plans. Prior to founding Nelson Elder Care Law, Ms. Nelson worked for Area Agencies on Aging, a non-profit elder care law clinic, an elder law legal firm, the Georgia Long-term Care Ombudsman, a Superior Court Judge, and Cobb County Probate Judge.Close
Nelson Elder Care Law
Mr. Nelson is an Attorney and Alliance Architect for Nelson Elder Care Law. He specializes in finance, banking, and... | Read More
Mr. Nelson is an Attorney and Alliance Architect for Nelson Elder Care Law. He specializes in finance, banking, and insurance to compliment his specialty in elder law.He is active in the community, building relationships with people and key businesses in the areas we serve. Mr. Nelson has developed strong alliances in the community to better serve our clients and provide holistic solutions to secure their future and protect their loved ones. He has a passion for protecting the assets of the people he serves through effective tax and financial strategies.Close