Life Care Planning: Beyond Estate Plans and Living Wills
Bundling Legal and Non-Legal Services, Avoiding Ethical Pitfalls
Recording of a 90-minute CLE webinar with Q&A
This CLE course will provide guidance to counsel considering the benefits of life care planning for elderly clients by examining best practices for bundling additional professional services while staying in compliance with professional ethics obligations.
Outline
- Life care planning
- Role of elder law counsel
- Aging and long-term care issues for clients
- Life care planning overview
- Goals of life care planning
- Providing life care planning services
- Description of services provided, including life care plan
- Role of counsel in coordinating services
- Working with other professionals
- Professional ethics considerations for counsel practicing life care planning
- Maintaining professional independence as a practitioner
- Fee-splitting
- Conflicts of interest
- Client confidentiality
- Advertising
Benefits
The panel will review these and other key questions:
- What is a life care plan and how can counsel prepare one?
- What kind of non-law professionals work for a firm offering life care planning?
- What are the special professional ethics considerations for life care planning counsel?
Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.
Faculty

Debra K. Schuster
Founder
Debra K. Schuster
She is the Founder of Debra K. Schuster P.C., a holistic, client-centered firm assisting elderly and disabled... | Read More
She is the Founder of Debra K. Schuster P.C., a holistic, client-centered firm assisting elderly and disabled individuals and their families with the complex legal and care challenges they face.
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Maria Miskovic
Care Advocate/Coordinator
Debra K. Schuster
She is a licensed clinical social worker who has worked in a wide variety of healthcare settings and, most recently, as... | Read More
She is a licensed clinical social worker who has worked in a wide variety of healthcare settings and, most recently, as Director of Social Services for a medical and behavioral hospital in St. Louis.
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Miles Hurley
Founding Partner
Hurley Elder Care Law
He is the Founding Partner of Hurley Elder Care Law, has received the Elder Law Attorney Certification from the... | Read More
He is the Founding Partner of Hurley Elder Care Law, has received the Elder Law Attorney Certification from the National Elder Law Foundation, and serves as President of the Georgia Chapter of the National Academy of Elder Law Attorneys.
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