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On-Demand Audio
Estate, Financial and Health Care Planning for Elder Clients $249.00



Copyright: July 2010
Product ID#: 53078SADM
Online Access: 6 months from date of purchase

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Includes Downloadable Course Book
 
From Event: Estate, Financial and Health Care Planning for Elder Clients, held July 2010.

Program Description

Elderly clients' estate planning needs are an entanglement of legal, financial and health care issues. Learn how to skillfully guide your clients through the complex issues they face, and gain practical techniques and strategies you can use in your day-to-day practice. Don't miss this chance to expand your expertise – order today!


Course Content
  1. How to Plan for Incapacity
  2. Using Special Needs Trusts
  3. Understanding Post Mortem Options
  4. Understanding Long-Term Care Options
  5. Ethical Issues When Dealing With the Children of Elder Clients
  6. Tips and Traps When Consulting With the Elder Client
  7. Medicaid vs. Long Term Care Insurance

Continuing Education Credits:   

Continuing Legal Education - CLE: 6.75  TN -  Credit Approval Expiration Z

* denotes specialty credits



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Call: 800.930.6182
Fax: 715.835.1405
Mail: NBI
P.O. Box 3067
Eau Claire, WI 54702

Related Topics
Accounting
Estate Planning & Probate
Legal
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