Care Manager's Role in the Estate Planning Process
| Faculty: | Martin Shenkman |
| Production Date: | April 6 2012 |
Description
As the population ages and families continue to become more diverse in terms of geography and life views, the role of the social worker, care manager, nurse practitioner, geriatric consultant or similar professional as part of an estate planning team becomes more and more important. Join Attorney Martin Shenkman as he discusses how creatively integrating a care manager into the estate planning process can provide valuable information essential to planning a budget or trust distribution plan, ensure that funds disbursed are used for their intended personal goals, and provide a valuable bridge between the client's family, medical team and financial team.
Agenda:
I.What is a Care Manager
II. Professional Credentials
III. Aging Patients
IV. Chronic or Acute Illness
V. Care Manager Competence
VI. Elder Financial Abuse
VII. Power of Attorney/Health Proxy
VIII. Income Tax Considerations
User Reviews
Donnie (Decatur, GA)
Excellent presenter. Method of presentation also good.
Jeffrey (Billings, MT)
very well done
Susan (Brooklyn, NY)
I commend you for including this topic in the course offerings. Extremely useful.
Kristen (Wilmette, IL)
Fantastic program, and very timely. i would recommend that every attorney with elderly parents, or those who serve as agents under durable powers take this course.
Joan (Sarasota, FL)
very helpful in evaluating client's needs and especially for chronic illness cases
Steven (Bowling Green, KY)
Well done.
Jacqueline (Cumming, GA)
Great...Information packed seminar which is very relevant and informative. Mr. Schenkman speaks quickly and fluently.
Carolyn (Ojai, CA)
helpful
William E. (Alameda, CA)
outstanding
jeffrey (flushing, NY)
i really enjoyed this one!
Norman (NY, NY)
very good!
Robert (New York, NY)
The speaker gave very thoughtful advice in how to properly work with elderly clients.
Leon (New York, NY)
good
Boyd (Glen Rock, NJ)
One of the most helpful seminars that I have ever attended
Karen (Livermore, CA)
Great speaker, very informative.
Elaine (Bellmore, NY)
useful information in our changing world
James (Buffalo, NY)
new and untested but good ideas
Gary (Brooklyn, NY)
Great presentation style. Very engaging.
Kathryn (Williamsville, NY)
Excellent program and speaker.
Rex (Naperville, IL)
Excellent program
Richard (Amityville, NY)
Insightful and practical
Walter (Atherton, CA)
This was excellent, haveing the "download" show up onthe screen while the presentation was made improved things immensely.
Kris (Scotia, NY)
Very informative and timely in nature.
Joy (Cliffwood, NJ)
Very insightful
Price: $40.00
Purchase Course (For CE Credit)Earn CLE Credits
General Credits
| State | Credits |
|---|---|
| AZ | 1.00 |
| CA | 1.00 |
| GA | 1.00 |
| HI | 1.00 |
| IL | 1.00 |
| KY | 1.00 |
| MO | 1.00 |
| ND | 1.00 |
| NJ | 1.00 |
| NY | 1.00 |
Course ( Free )