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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

Recording of a 90-minute CLE video webinar with 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.

Conducted on Wednesday, January 18, 2023

Recorded event now available

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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, 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 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, 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 pitfalls may arise when amending special needs trusts?

Faculty

Arkin, Brandon
Brandon Arkin
Attorney
Solkoff Legal

Mr. Arkin represents the elderly, the disabled and their caregivers in all facets of Elder Law including Estate...  |  Read More

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