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23WX-3471: Legal Planning for Care Giving of Elderly/Disabled Clients (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Monday, February 26, 2024
9:30am - 10:30am Central Time
1 CPE (1 technical)

Alternate dates & more options

  • Saturday, April 27, 2024 - Webinar

It is now common for those who live to the age of 65 to expect to live at least another 20 years. With increased length of life comes the need to understand that certain necessities must be considered for elderly/disabled clients. We walk you through issue spotting, including senior housing and care giving options, guardianships, conservatorships, financial and health care powers of attorney, Medicaid qualification and asset protection planning. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Major subjects

  • Review legal and care giving options that are available to individuals and their families for when the individual can no longer live alone and needs some assistance
  • Review caring for the individual at home by family caregivers, outside agencies and other, including household employee and homeowner's insurance issues, family caregiver respite care and adult day care
  • When care is no longer feasible in the home, we go through various living arrangement and financing options, including assisted living facilities, adult foster care homes and nursing homes and review how to protect family assets in such situations

Learning objective(s)

  • Spot legal pitfalls when a loved one is responsible for a client's care giving

Who should take this program?

CPAs, Attorneys and Financial Planners with elderly clients

Fees

Our records indicate you are a nonmember. If you register, you will be charged $39.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $39.00
checkmark Standard Nonmember Fee $39.00

More program information

Location Online
Area
of study
Financial planning
Field(s)
of study
Specialized Knowledge - Technical (1.0)
Level Overview
Format Group Internet Based
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.