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Estate Planning Techniques for Clients with Dementia or Alzheimer's - Webinar

  • ID: 4760435
  • Webinar
  • April 2019
  • Region: Global
  • 90 Minutes
  • Lorman Business Center, Inc.
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Gain an overview of specific methods on estate planning for clients with dementia or Alzheimers disease.

According to the Alzheimers Association, nearly 5.7 million Americans are living with Alzheimers 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 Alzheimers disease. The failure to acknowledge the unique risks of these diseases in estate planning can costs 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 Alzheimers disease for effective and thorough representation.

Learning Objectives
  • You will be able to identify estate planning issues that are particular to those suffering from dementia or Alzheimers disease.
  • You will be able to discuss longterm care planning issues with your estate planning clients effectively.
  • You will be able to review recommend changes to current estate planning documents for those who need to plan ahead for the care costs associated with dementia or Alzheimers.
  • You will be able to explain to clients, families and the other professionals that support those individuals an integrated plan to protect the client, both personally and financially as their disease progresses.
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Drafting Estate Planning Documents for Incapacity
  • Powers of Attorney
  • - Gifting Powers
  • - Trust Powers
  • - Public Benefits
  • - Binding Arbitration
  • Health Care Surrogates
  • Living Wills and Advanced Directives
  • Last Will and Testament
  • - Use of Spousal Support Trusts for Medicaid
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
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Misty Clark Vantrease - Kentucky ElderLaw, PLLC
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This webinar is designed for attorneys, estate planners, accountants, presidents, vice presidents, CFOs, controllers, business owners and managers, tax managers, financial planners, enrolled agents and lenders.
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