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Estate, Financial and Health Care Planning for Elder Clients

Tuesday September 09 , 2008

  • By: National Business Institute
  • Time: 9:00 AM - 4:30 PM
  • CLE Credit
  • Location:
    Holiday Inn Executive Center
    5655 Greenwich Rd
    Virginia Beach , VA
  • Website: www.nbi-sems.com

Provide Elderly Clients with Expert Advice

Elderly client's estate planning needs are an entanglement of legal, financial and health care issues. Gain practical techniques and strategies to represent elderly clients with ease. Learn to help clients through the complex issues they face with our in-depth program devoted to the elderly client. Don't miss this chance to expand your expertise – enroll today!

  • Help your client plan for incapacity: understand the uses and limitation of a living will and health care power of attorney.
  • Gain valuable tips for helping your client plan post-mortem decisions.
  • Advise your clients wisely: understand what long-term care options are available and how to identify which ones match your client's needs.
  • Learn tips you can use to avoid common traps when working with the elderly client.
  • Provide sound financial advice to your client with a current look at Medicare and Medicaid rules.
  • Do you know if a special needs trust is right for your client? We'll give you the ins and outs of understanding and using special needs trusts.
  • Has your client become incapacitated? Find out how to ensure you are exercising your client's wishes.
  • Discover simple ways to make estate planning less complicated and easily understood by all parties.
  • CLE Credit Comments: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 6.0 hours of credit, which includes 1.0 hour of ethics.

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