Description

It is now common for those who live to the age of 65 to expect to live at least another 20 years. With increased length of life comes the need to understand that certain necessities must be considered for elderly/disabled clients. We walk you through issue spotting, including senior housing and care giving options, guardianships, conservatorships, financial and health care powers of attorney, Medicaid qualification and asset protection planning. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Presented by Matthew M. Wallace, CPA, JD

Target Audience

CPAs, Attorneys and Financial Planners with elderly clients.

Course Objectives

After attending this presentation, you will be able to...

• Distinguish legal pitfalls when a loved one is responsible for a client’s care-giving.

Subjects

The major topics that will be covered in this course include:

• Review legal and care giving options that are available to individuals and their families for when the individual can no longer live alone and needs some assistance.
• Review caring for the individual at home by family caregivers, outside agencies and other, including household employee and homeowner's insurance issues, family caregiver respite care and adult day care.
• When care is no longer feasible in the home, we go through various living arrangement and financing options, including assisted living facilities, adult foster care homes and nursing homes and review how to protect family assets in such situations.