Advising Your Clients on Aging: How to Plan Ahead Part I
Created on March 02, 2017
Attorneys are often consulted to assist their clients in preparing their planning documents (wills, powers of attorney, trusts, health care directives). Special considerations apply to seniors, persons with special needs and anyone currently receiving means-tested benefits or who is likely to require benefits in the future. Advising your clients on how to plan for their future must consider the impact today's planning may have on
In this program, attorney Fern Finkel provides an overview of planning directives. Options will be presented and sample forms will be provided.
Understand the financial and health care planning options and objectives when advising elderly or special needs clients
Develop a working knowledge of available governmental benefits
Identify how planning may affect eligibility
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