Advising Your Clients on Aging: How to Plan Ahead - Part II

Join attorney Fern Finkel of Finkle & Fernandez, LLP for Part II of this incredibly useful program, designed for attorneys often consulted to assist their clients in preparing their advance directives and estate planning documents (i.e.: Last Wills and Testaments, Powers of Attorney, Trusts, Health Care Directives).  

This program will present tools for maintaining your clients' independence, and dive into available trust options (Irrevocable/Medicaid Asset Protection Trusts, Supplemental Needs Trusts, and Pooled Trusts). An overview of government benefits for eligible clients, with a focus on Medicare and Medicaid, will be provided.  Additionally, asset protection tools and funding for long-term care will be discussed and explored. 

Learning Objectives: 

1. Identify the planning options and objectives when advising elderly or special needs clients

2. Evaluate available asset protection options

3. Interpret different asset protection trusts:  first party, third party, and what fits your client's fact pattern

4. Identify available governmental benefits

5. Utilize the available planning tools to maximize your client's eligibility and receipt of public benefits