Elder Law and Estate Planning for Clients With Chronic Illnesses: Key Issues, Income Taxes, Investments, Insurance

This CLE webinar will provide elder law counsel and estate planners guidance on key issues that arise in elder law and estate planning for clients with chronic illnesses or disabilities. The panel will discuss key provisions for trusts, releases, proxies, and other planning instruments. The panel will also discuss Medicaid eligibility, investments, insurance considerations, and other critical planning items.

There are certain elder law and estate planning considerations that should be kept in mind for clients with chronic illnesses. Elder law counsel and estate planners must recognize key issues and challenges relating to maintaining public benefits, utilizing certain trusts, insurance, and other planning tools.

Generally, chronic illnesses or diseases are defined as conditions that last one year or more resulting in ongoing medical attention and limited daily activities. A well-crafted estate plan can provide for the care and finances of a chronically ill client. In addition, counsel must also understand the impact on a client's public benefits when establishing certain trusts or what trustee modifications may be required for existing trusts.

Listen as our panel discusses key provisions for trusts, releases, proxies, and other planning instruments, as well as key issues regarding Medicaid eligibility, investments, insurance, and other critical planning items.