Elder Law and Estate Planning for Clients With Chronic Illnesses: Key Issues, Income Taxes, Investments, Insurance

Note: CPE credit is not offered on this program

A live 90-minute CLE video webinar with interactive Q&A

This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Wednesday, January 18, 2023

1:00pm-2:30pm EST, 10:00am-11:30am PST

Early Registration Discount Deadline, Friday, December 23, 2022

or call 1-800-926-7926

This CLE webinar will provide elder law counsel and estate planners guidance on key issues that arise in elder law and estate planning for clients with chronic illnesses or disabilities. The panel will discuss key provisions for trusts, releases, proxies, and other planning instruments. The panel will also discuss Medicaid eligibility, special income tax planning, investments, insurance considerations, and other critical planning items.

Description

There are certain elder law and estate planning considerations that should be kept in mind for clients with chronic illnesses. Elder law counsel and estate planners must recognize key issues and challenges relating to maintaining public benefits, utilizing certain trusts, insurance, and other planning tools.

Generally, chronic illnesses or diseases are defined as conditions that last one year or more resulting in ongoing medical attention and limited daily activities. A well-crafted estate plan can provide for the care and finances of a chronically ill client. In addition, counsel must also understand the tax consequences and the impact on a client's public benefits when establishing certain trusts or what trustee modifications may be required for existing trusts.

Listen as our panel discusses key provisions for trusts, releases, proxies, and other planning instruments, as well as key issues regarding Medicaid eligibility, income tax planning, investments, insurance, and other critical planning items.

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Outline

  1. Impact of chronic illnesses on elder law and estate planning
  2. Elder law considerations
  3. Estate planning issues
  4. Challenges and planning opportunities for beneficiaries
  5. Best practices for elder law counsel and estate planners

Benefits

The panel will review these and other key issues:

  • What elder law items must be considered for a client with a chronic illness?
  • How can counsel best protect public benefits?
  • What estate planning documents can help prepare for a chronic illness?
  • How can certain trusts be used to pay expenses associated with a chronic illness?
  • What are the tax issues to consider in the elder law and estate planning process?
  • What pitfalls may arise when amending special needs trusts?
Attend on January 18

Early Discount (through 12/23/22)

Cannot Attend January 18?

Early Discount (through 12/23/22)

You may pre-order a recording to listen at your convenience. Recordings are available 48 hours after the webinar. Strafford will process CLE credit for one person on each recording. All formats include course handouts.

To find out which recorded format will provide the best CLE option, select your state:

CLE On-Demand Video

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