Estate, Financial and Health Care Planning for Elder Clients

 View Dates & Sign Up ·  Print Brochure ·  Email Reminder ·  Bring On-site

Detailed Overview/Outline

Benefits of Attending

Expand Your Elder Care Expertise

In recent years, the aging baby boomer generation has developed into an abundance of clients seeking estate, financial and health care planning assistance. There are special needs that must be addressed when working with clientele regarding their future care. As a planning professional, you need to be aware of the unique circumstances and life decisions facing these clients.

Along with our seasoned faculty, you'll learn how to help your clients take care of these sensitive issues. You'll get strategies for helping them plan for incapacity, post-mortem options and long-term care. You'll also look at potential ethical issues when dealing with your clients' children and understand some of the pitfalls inherent when consulting with elder clients. Review different Medicaid and long-term care options and find out when and how to use special needs trusts. This is a definitive seminar you won't want to miss.

Prepare yourself to offer the best options to your clients:

• Compare uses and limitations of a living will and health care power of attorney
• Learn about the uses of living wills and revocable trusts
• Get tips for helping your clients plan for post-mortem decisions
• Discuss long-term care options, like assisted living and hospice care
• Find out how to exercise your client’s wishes in the event of incapacity
• Discover simple ways to make estate planning less complicated and easily understood by all parties
• Identify when it's appropriate to use special needs trusts in estate planning

Agenda

HOW TO PLAN FOR INCAPACITY

• Understanding the Terminology
• Healthcare Power of Attorney
• Financial Powers of Attorney
• Living Will
• Guardianships
• Revocable Trusts

UNDERSTANDING POST MORTEM OPTIONS

• Burial vs. Cremation
• Body Donation
• Organ and Tissue Donation

UNDERSTANDING LONG-TERM CARE OPTIONS

• Assisted Living
• Nursing Home Care
• Hospice Care
• In-Home Services

ETHICAL ISSUES WHEN DEALING WITH THE CHILDREN OF ELDER CLIENTS

• Understanding Who the Client Is
• Conflicts of Interest
• Confidentiality
• Representing the Incompetent Client

TIPS AND TRAPS WHEN CONSULTING WITH THE ELDER CLIENT

• The Art of Listening
• Building Rapport
• Delivering Complicated Information in Understandable Terms
• Follow-up

MEDICAID VS. LONG TERM CARE INSURANCE

• Qualifying for Medicaid
• Medical Criteria
• Where Medicare Stops and Medicaid Begins
• What Assets Are Exempt
• Financial Criteria for Single and Married Applicants
• Understanding Spenddown
• Planning Techniques
• Long Term Care Insurance
• Amount of Coverage Advised
• Age and Health Factors When Deciding When to Buy
• Income and Estate Tax Issues
• Medicare and Medigap Rules

USING SPECIAL NEEDS TRUSTS

• What are Special Needs Trusts?
• When to Use Special Needs Trusts in Estate Planning
• Why Special Needs Trusts Are Used
• How Special Needs Trusts Work

This program is designed to qualify for 7.0 hours (based on 50 minute credit hour) of continuing professional education credit for accountants.

Who Should Attend
This intermediate level course is for attorneys, estate planning practitioners, social workers, nursing home administrators, financial planners, paralegals, trust officers, accountants and other professionals who work with elder clients on estate, financial and health care planning. This is an intermediate-level program. Accountants should have a basic understanding of tax planning strategies for long-term care. No advanced preparation or prerequisites are required. Field(s) of Study -- Regulatory Ethics; Administrative Practice.

Times

Registration: 8:30-9:00 a.m.

Start: 9:00 a.m.

Stop: 4:30 p.m.

Sponsor Background:
About NBI

National Business Institute

Providing Legal Knowledge to Any Business, Anytime, Anywhere

National Business Institute (NBI) has been providing legal education to attorneys, accountants, human resource and insurance professionals, real estate agents, teachers and all other corporate and legal professionals for over 20 years. We have trained on every legal topic relevant to the workplace and have access to the most comprehensive library of training tools in the industry.

Since 1983 we have been one of the largest providers of legal and professional education in the nation. We currently hold seminars in major metropolitan areas in all 50 states and Puerto Rico, serving over one million professionals.

An NBI seminar will provide you with the practical knowledge you need to perform your job with greater skill and effectiveness. In addition, we work in close cooperation with more than 500 continuing legal and other education credit-granting organizations. You can be confident that we carefully design our seminars to ensure that you’ll be able to satisfy all of your professional training requirements.

Our commitment to your success is what drives our daily activities. When you train with National Business Institute, you not only make an investment in your career, but you also make an investment in yourself. We look forward to helping you gain the knowledge you desire while showing you all the ways NBI provides more choices for your success!

We provide training solutions for your success!

Why should you trust NBI for your continuing education needs?

Simply put, NBI is the best! Having trained over one million professionals, we know what you need, and we have the ability to help you obtain it. Our satisfied customers agree that we are innovative, established and practical. With each NBI seminar you are guaranteed to receive:

Timely Information to Help You Keep Your Edge

NBI is dedicated to providing you with a wide choice of relevant seminar topics led by knowledgeable, experienced instructors and carefully designed to meet your continuing education needs. You can rest assured that we are up-to-date on the latest legal issues and changes, and that we won’t rest until we deliver the most timely information to you!

Free Reference Manual

Your learning doesn’t end with the conclusion of the seminar presentation. With our comprehensive course manual, written specifically to accompany each program, you’ll have all the information you need right at your fingertips. This manual, included with your tuition, allows you to take the seminar back to the office with you!

Network Opportunities with Fellow Professionals

By focusing on a specific content area, our seminars offer a great opportunity to get together with other professionals who have the same concerns and challenges you experience every day.

Savings for Additional Colleagues

Could others in your office benefit from the great information offered through our seminars? When you register for a program, each additional colleague from your office will receive a savings of $50, for a full day event, and $30, for a half day event, off the total tuition price for the same program. The more you bring the more you save!

Convenient Locations and Schedules to Fit Your Busy Life

Your professional life is demanding, busy and valuable. We recognize that your time is at a premium, so we make every effort to schedule our seminars at a location and during a time that is as convenient as possible to you and other professionals in your area. Our goal is to provide you all the benefits of a live seminar, with a minimum of travel, time away from the office and expense.

RISK FREE CANCELLATION

Register today at no risk. If your plans change later and you can’t attend the program, you may substitute another person at any time, transfer your registration to any future seminar, purchase the manual and audio recording, or cancel your registration without penalty. Just call and let us know.

SATISFACTION GUARANTEE

If you aren't happy, we aren't either! Your tuition will be refunded if you are not satisfied with the seminar for any reason.

This seminar has 6 available dates/locations. Click the button below to view them all and to sign up for this seminar. To quickly return to this seminar at a later time, you can search by its QuickCode: QQBTAG.

Get updated when new dates are added for this seminar.

Get a free personalized recommendation from our experts!

Questions? Please call us Toll-free at (877) SEM-INFO.