Critical Issues Facing Senior Clients

Production Date: March 27, 2017 Practice Areas: Elder Law Estimated Length: 3665 minutes


$ 59 Elder Law In Stock

According to the U.S. Department of Health and Human Services, nearly 70% of people turning age 65 will need long-term care at some point in their lives. While realistically there is no way of predicting who will need to enter a nursing home or need in-home care, the reality is that many will. The fact that less than one third of Americans aged 50+ have begun planning for long-term care in any fashion is cause for concern.

Educating seniors and their families on the need for advanced planning is extremely important. There are a number of planning options available to shelter a client’s assets from the cost of care (e.g., gifting of assets, utilizing an irrevocable trust, and/or purchasing long term care insurance), yet many in or approaching their elder years remain in the dark. Implementing these options prior to needing care is imperative.  

This course, presented by Anthony J. Enea, certified elder law attorney and managing member of Enea, Scanlan & Sirignano, LLP, offers an in-depth look at critical issues facing senior clients, including the cost of long-term care, Medicaid eligibility, and estate and gift taxes as well as advanced planning options and effective strategies for plan implementation.

Learning Objectives: 

  1. Understand Medicaid eligibility criteria
  2. Identify the most common components of asset protection planning
  3. Assess potential estate and gift tax issues
  4. Recognize effective strategies for protecting a client’s assets
Kimberly G.
Dallas, TX

Best CLE course I have ever taken.

Christine S.
Palm Beach Gardens, FL

Excellent Instructor!

Hewlett, NY

Excellent. Very informative.

Linus W.
Oneida, NY

informative, no nonsense, succinct course by an instructor who knows his stuff

Ruth R.
Queensbury, NY

The presenter was very knowledgeable and well-organized. The program was both cogent and an eye-opener for baby boomers approaching the golden years. I will be looking for good long term care insurance

Gregory N.
Cary, NC

very informative

Kathleen P.
Charlotte, NC

Speaker was knowledgeable and well prepared. He also ended on time.

Landy R.
Elkmont, AL

Excellent--very practical and useful.

Rob J.
Cincinnati, OH

Content was fine but focus was on New York law.

David L.
Millburn, NJ

It would be nice if you could add a course more specific to New Jersey

malcolm m.
North Miami Beach, FL

very good

Sheila D.
Riverview, FL

Very thorough and clear. Thanks.

Patty L.

excellent speaker

Susan C.
Fairfield, CT

Excellent presentation!

Ira L F.

Very well presented.

Elizabeth G.
Brooklyn, NY

This presentation was excellent, thorough and answered some lingering questions that I had as a practicing T&E attorney.

Samuel P.
Orlando, FL

Outstanding presentation.

Ginny D.
Peachtree City, GA

Substantive materials were excellent and presentation was concise and easy to understand.

Jane D.
Grayslake, IL


Aubrey R.
Brooklyn, NY

Excellent presentation.

Sharron N.
New York, NY

this guy was great.

Kristin T.
Kildeer, IL

I would recommend for all seniors!

Sandra S.
Buffalo Grove, IL

Very good explanations - lots of great info!

Cheryl C.
Bethlehem, PA

Excellent presentation.

Hank W.
Longwood, FL

Any attorney with elderly parents should attend this CLE.

Laura H.
Creston, NC

Excellent speaker!