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Wednesday, April 26, 2023 Live Webcast

Legal Planning for Care Giving of Elderly/Disabled Clients (X2-31337)

3:30 PM - 4:30 PM EDT
webcast

Vendor Platform

1.0 CPE Credits in SK

OVERVIEW

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.

DESIGNED FOR

CPAs, Attorneys and Financial Planners with elderly clients

BENEFITS

After attending this presentation you will be able to...
  • Issue spot legal pitfalls when a loved one is responsible for a client’s care giving

HIGHLIGHTS

The major topics that will be covered in this class include:
  • 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.

COURSE LEVEL

Overview

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Matthew Wallace

Matthew M. Wallace, CPA, J.D.

PRICING

$29.00 - Member

$39.00 - Nonmember

Register Today


Note: Online pre-registration will close on April 26 at 3:00 PM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

CPA Crossings

AREAS OF INTEREST

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