Estate Planning Techniques for Clients with Dementia or Alzheimer’s (OnDemand Webinar)

$149.00

SKU: 411508EAU

Description

Gain an overview of specific methods on estate planning for clients with dementia or Alzheimer’s disease.According to the Alzheimer’s Association, nearly 5.7 million Americans are living with Alzheimer’s disease with that number expected to increase to over 14 million by year 2050. Estate planning attorneys will be encountering more and more clients with diminished capacity due to dementia and Alzheimer’s disease. The failure to acknowledge the unique risks of these diseases in estate planning can cost individuals and their families, personally, emotionally, and financially. This content helps estate planning attorneys recognize the issues regarding capacity that must be addressed with effective and thorough powers of attorney and health care advanced directive documents. This information will also cover the important rules for government programs that assist in the payment of longterm care and how to draft documents to accelerate eligibility, including avoiding and addressing estate Medicaid estate recovery issues. This information is critical for those working with clients with dementia or Alzheimer’s disease for effective and thorough representation.

Date: 2024-08-08 Start Time: End Time:

Learning Objectives

Drafting Estate Planning Documents for Incapacity
• Powers of Attorney
• Health Care Surrogates
• Living Wills and Advanced Directives
• Last Will and Testament

Planning Ahead for Medicaid and Va
• Rules of Medicaid Eligibility
• Rules of VA Eligibility
• Irrevocable Trust Planning
• Crisis Planning Using Annuities and Promissory Notes

Avoiding Medicaid Estate Recovery
• Medicaid Estate Recovery Rules
• Beneficiary Designations and the Estate
• Joint Ownership of Property
• Life Estates

Question and Answer Session

CLE (Please check the Detailed Credit Information page for states that have already been approved) ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Misty Clark VanTrease-Kentucky ElderLaw, PLLC