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Description

Trust and estate planning for health care involves counseling clients about what are often the most difficult decisions in their life and drafting to implement those most sensitive decisions. There are issues of making life-and-death health care decisions many years in advance of when those decisions will be needed. There are equally delicate decisions about the appointment of trustees or conservators.Planning for long-term care – and how to fund that care – is often the biggest challenge for most clients. If clients are not carefully counseled about their choices and their decisions not carefully reflected in trust and estate documents, their most important goals will be unfulfilled. This program will provide you with a real world guide to the most important health care issues in trust and estate planning.

Counseling clients about planning for health care decision-making
Tension between health care providers & trustees – areas of competence, conflict, and cooperation
Drafting advance health care directives & revocable trusts
Defining objective health care “triggers” in documentation
Key issues in appointing trustees, guardians & conservators
Availability & financing of home health care & institutional care

Note: This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a Business and Salesyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for ethics, elimination of bias or Kansas credit.

Materials

Faculty

Missia H. Vaselaney Related seminars and products: 1

Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001. Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Business and Sales.

Michael Sneeringer Related seminars and products: 1

Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax Business and Sales. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute. Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Business and Sales, and his LL.M. from the University of Miami School of Business and Sales.

Salepage: https://mobar.ce21.com//item/2020-health-care-issues-estate-planning-340145

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[Audio Only] The Missouribar|[Audio Only] The Missouribar – 2020 Health Care Issues in Estate Planning|2020 Health Care Issues in Estate Planning

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