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2018 Teleconference: Estate Planning and Administration Issues for the Elderly and Disabled

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Description

Representing elderly and disabled clients requires particular expertise regarding a host of complicated federal and state law issues. These potentially vulnerable clients are often the individuals who need our services the most. We will deal with the following important topics:

  • Preventing financial elder abuse
  • Challenging aspects of long-term care insurance 
  • Designing and administering special needs trusts 
  • Advising clients regarding IRC § 529A accounts
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Cancellation Policy
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be charged a $100 cancellation/materials fee.

Purchase this teleconference + archive MP4 at the rate of $394 total: Click Here
Your archive will be available within 5 days of the live event.
State CE Exceptions:
Attorneys must apply for CLE approval
30 days before event date or earlier.
Click on your state for application.		Kansas Attorneys must apply for CLE approval 30 days before event date or earlier.

Contributors

  • Charles A. Redd

    Charles A. ("Clary") Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of, and writes a regular column in, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category.

  • Kim D. Fetrow

    Kim D. Fetrow is a partner of the law firm of Heckscher, Teillon, Terrill & Sager, a firm which is devoted entirely to the practice of trust and estate related law. Kim's practice includes all aspects of estate, guardianship and trust planning and administration, particularly in the area of estate planning for individuals with disabilities, including special needs trusts. She is a Fellow of the American College of Trust and Estate Counsel, is a Pennsylvania "Super Lawyer," is listed in the Best Lawyers of America, and is a frequent lecturer on trust and estate related topics. Kim joins us today from her suburban Philadelphia, Pennsylvania office.

September 25, 2018
Tue 1:00 PM EDT

Duration 1H 30M

This live web event has ended.

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