Health Care Issues in Estate Planning-Audio Webcast
January 2018
Health Care Issues in Estate Planning
Access Timely Topics and National Experts with CBA-CLE 1-Hour Audio Webcasts
Program 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 – and it’s not just for elderly clients. 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 and planning to avoid disputes between those fiduciaries and health care providers. Planning for long-term care – and how to fund that care – is the biggest challenge for most clients. If clients are not carefully counseled about their choices and their decisions not carefully reflect in trust and estate documents, their most important decisions will go 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
Facullty:
William Kalish is a partner in the Tampa office of Johnson Pope Bokor Ruppel & Burns, LLP. His practice focuses on advising individual clients and their families on their estate and trust plans, including wills, revocable trusts, irrevocable trusts, charitable trusts, private foundations, and limited partnerships. He also practices in probate administration, asset preservation, business succession planning for family-owned entities, and the division of business interests in the context of divorce. He is a Fellow of the American College of Tax Counsel, formerly served as chair of Administrative Practice Committee of the ABA Tax Section, and has served as an Adjunct Professor of Law at Stetson Law School teaching estate planning. Mr. Kalish received his B.A. from the University of Pittsburg and his J.D. with honors from George Washington University Law School.
Jeffrey M. Gad is a partner in the Tampa, Florida office of Johnson Pope Bokor Ruppel & Burns, LLP, where his practice emphasizes representing individuals emphasizing a broad range of probate, business and taxation related issues. His practice integrates the personal and estate tax planning concerns of individuals with tax and business planning for their closely-held businesses. He has extensive experience in all aspects of probate and trust administration, including the preparation of estate tax returns. Mr. Gad earned his B.S.B.A. from the University of Florida, his J.D., magna cum laude, from Nova Southeastern University, Shepard Broad Law Center, and his LLM from New York University School of Law.
AUDIO WEBCAST INFORMATION:
Course materials are provided in PDF format to all audio webcast participants.
AUDIO-ONLY WEBCASTING IS EASY!
THE MINIMUM SYSTEM REQUIREMENTS:
- Your computer should have a 500 MHz or higher processor and at least 128 mb of RAM
- A connection to the Internet of at least 700 kbps is highly recommended, and most people now have connections at that speed or faster. Check your speed now (or go to http://www.speedtest.net/)
- Course materials are delivered in PDF format. You will need a recent version of Adobe Reader. Free download here: http://get.adobe.com/reader/
- Adobe Flash Player v. 11.X or higher (Free download here: http://get.adobe.com/flashplayer/)
- Tablets and iOS devices will need a web browser and a high speed wi-fi connection.
- You will also need a sound card and speakers, and a current web browser
TIPS FOR A BETTER AUDIO-WEBCAST EXPERIENCE:
http://cle.cobar.org/About/FAQs/TechnicalFAQs.aspx#webcastvod
You will receive a confirmation and instructions to listen to the audio-webcast via email upon registration.
ACCREDITATION INFORMATION:
Each Audio Webcast has been submitted for 1 (or 2) General CLE Credit(s). Courses with an Ethics Component have been submitted for Ethics Credits accordingly.
How to Register:
There are 2 easy ways to register:
1. CALL us! (303) 860-0608, or toll free (888) 860-2531
2. Or REGISTER ONLINE NOW by using the corresponding course links above.
Each program will run from 11:00 a.m. to 12:00 p.m. M.T. (60 minutes each).
Registration Fees
| Non Member | $89.00 |
| CBA Member | $59.00 |
| CBA Real Estate Section Member | $49.00 |
| CLE ELITE Pass Holders | $0.00 |
- General Credits: 1.00
- Ethics Credits: 0.00
- EDI Credits:
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Access Timely Topics and National Experts with CBA-CLE 1-Hour Audio Webcasts