Estate Planning for the Final Years of Life (OnDemand Webinar)

$199.00

SKU: 406565EAU

Description

Identify key issues to consider when counseling for final years of life.Many practitioners are not aware of all of the issues to consider when counseling a client for final years of life. This topic helps identify many issues to consider when counseling for final years of life. It is more than simply drafting a will. Given the increase in longevity, it is possible that a client may develop cognitive problems in his or her final years, and planning for this is as important as the disposition of the estate after the person dies. Failure to be aware of such issues could even result in ethical problems and a complaint with the state bar association.

Date: 2019-12-04 Start Time: End Time:

Learning Objectives

Capacity and Who Is the Client
• Rule of Professional Conduct 1-14
• Conflicts
• Standard for Capacity and What to Do If Capacity May Be an Issue

Passing on Your Estate
• Wills vs. Trusts
• Death Tax Issues
• Gifting Assets vs. Bequeathing (Step-up in Basis)

Planning for Incapacity
• Financial Power of Attorney
• Health Care Advance Directive
• Trusts and Incapacity
• Paying for Long Term Care
• Long Term Care Insurance
• Reverse Mortgages
• Public Benefits

No Credit Available

Morris Klein-Law Office of Morris Klein