Identify key issues to consider when counseling for final years of life.
Many practitioners are not aware of all of the issues to consider when counseling a client for final years of life. This topic helps identify many issues to consider when counseling for final years of life. It is more than simply drafting a will. Given the increase in longevity, it is possible that a client may develop cognitive problems in his or her final years, and planning for this is as important as the disposition of the estate after the person dies. Failure to be aware of such issues could even result in ethical problems and a complaint with the state bar association.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Capacity and Who Is the Client
- Rule of Professional Conduct 1-14
- Conflicts
- Standard for Capacity and What to Do If Capacity May Be an Issue
Passing on Your Estate
- Wills vs. Trusts
- Death Tax Issues
- Gifting Assets vs. Bequeathing (Step-up in Basis)
Planning for Incapacity
- Financial Power of Attorney
- Health Care Advance Directive
- Trusts and Incapacity
- Paying for Long Term Care
- Long Term Care Insurance
- Reverse Mortgages
- Public Benefits
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on December 4, 2019.
Call 1-866-352-9540 for further credit information.
No Credit AvailableThis program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Morris Klein
Law Office of Morris Klein
- Practices law in Maryland and the District of Columbia, concentrating in elder law, special needs law and estate planning
- Holds the prestigious title of a Certified Elder Law Attorney from the National Elder Law Foundation
- An active member of the National Academy of Elder Law Attorneys (NAELA); member of its board of directors and co-chair of its Public Policy Steering Committee; also a NAELA Fellow and a member of the NAELA Council of Advanced Practitioners; a founding member and past president of the Maryland/DC Chapter of NAELA and also a member of the Special Needs Alliance
- Named a Top Lawyer in elder law by Washingtonian Magazine and a Super Lawyer in Maryland and Washington, D.C.
- Co-chair of the Montgomery County Bar Association Elder Law Section; was twice the chair of the Maryland State Bar Association Elder Law Section and continues to serve on its section council and was also a co-chair of the Steering Committee of the District of Columbia Bar Estates Trusts and Probate Law Section
- J.D. degree, M.P.P. (Master in Public Policy) and B.A. degrees, University of Michigan at Ann Arbor
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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