Description

Aging and disability have become major factors driving clients planning decisions. This practical overview will give you essential knowledge for addressing disability, nursing home care funding, proxy decision-making questions, and more. Experienced faculty will share their trust drafting approaches and help you incorporate the many benefits eligibility, asset protection, and quality of life considerations into your special needs trusts. Round out your skills – register today!

• Get an overview of Social Security Disability claims process and evaluation factors.
• Structure asset planning for Medicaid eligibility to cover nursing home care.
• Help clients delegate decision-making with wise use of financial POAs and medical proxies.
• Draft better special needs trusts with experienced attorneys tips for preserving benefits and improving quality of life.
• Protect yourself and your clients with a legal ethics guide tailored to the specific concerns of the practice.