Some attorneys feel that Elder Law and Estate Planning are distinct disciplines, and that a focus on one or the other for each individual client is critical. Others are of the opinion that Elder Law is really just good Estate Planning. Said another way, Estate Planning itself is already the type of asset protection engaged in by Elder Law practitioners, so Estate Planners are ideally positioned to serve Elder Law clients as well. But which theory is correct?
In this live roundtable, our panelists will discuss the overlap between traditional Estate Planning and Elder Law asset protection planning.
We will debate whether a typical Estate Planning trust is sufficient for a client’s Elder Law planning needs in most circumstances, and focus on when that is not the case. You’ll learn the following from professionals who deal with these concepts every day:
• When (or if) a traditional trust can work just as well as a supplemental needs trust
• Important differences between traditional trusts and Medicaid asset protection trusts
• The things Estate Planners MUST know about Elder Law in order to serve their clients well
• And more
Live Roundtable Event
Join us for this LIVE VIDEO event, where the panelists will review the topic and take questions from the audience. If we receive more questions than time permits, we will provide written responses from the panelists following the presentation.
Vanessa L. Kanaga, J.D.,
H. Amos Goodall, CELA,
Steinbacher, Goodall & Yurchak
Robert A. Mason, J.D.,
Mason Law, PC
Cheryl L. Shaw, J.D.,
Kalandar & Shaw, Ltd.
We look forward to seeing you at the Roundtable!
InterActive Legal is not an approved Continuing Education Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by InterActive Legal.
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