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Estate Planning for Clients Living with Chronic Illness: Planning and Drafting (Audio CD-ROM) |
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HOW CAN TRUSTEE PROVISIONS BE MODIFIED TO REFLECT THE FACT THAT A CLIENT IS LIVING WITH PARKINSON'S, ALZHEIMER'S OR MULTIPLE SCLEROSIS AND HOW WOULD THE PROVISIONS DIFFER FOR EACH DISEASE?
IF A CLIENT IS LIVING WITH COPD (ESTIMATES ARE THAT 35 MILLION AMERICANS ARE)
HOW MIGHT THEIR LIVING WILL OR HEALTH PROXY NEED TO BE MODIFIED?
WHAT MODIFICATIONS TO A DURABLE POWER OF ATTORNEY MIGHT BE SUGGESTED
TO A CLIENT DEPENDING ON THEIR PARTICULAR DISEASE OR DISABILITY?
Chronic Illness affects nearly 120 million Americans. How can attorneys better serve, advise and draft estate planning documents for clients living with chronic illness and their loved ones? In many situations modest changes to traditional estate and other planning techniques can improve protection and peace of mind for clients living with chronic illness.
This seminar will provide a sophisticated but practical overview of how each phase of planning and drafting is affected. Misconceptions and myths will be debunked. Concepts ranging from assessing competency, addressing the differing impact of difference diseases, cognitive issues, physical disabilities, income tax issues, charitable giving and more will all be explained.
Comprehensive materials, including sample forms, will be made available.
PANELISTS:
Bernard A. Krooks, Esq., Littman Krooks LLP, New York, NY
Martin M. Shenkman, Martin M. Shenkman, PC, Paramus, NJ
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