Health Care Issues in Estate Planning
July 2013
Health Care Issues in Estate Planning
Convenient, timely, reliable, and affordable...
Teleseminars are midday continuing legal education conferences broadcast over the telephone. From the convenience of your office or home, you are able to dial into an 800 number, and hear nationally recognized practice leaders speak on important issues in the law. You are also able to ask them your questions. Teleseminars marry the best of technology and education to bring the world of CLE to your office or home.
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.
Program Description:
Estate planning is filled with many health care issues, including end-of-life caretaking, health care decision-making, property management and more. Tensions flare among trustees, health care providers and family members at the worst possible moment - when critical decisions about the health care of the client need to be made. Choosing the right trustee, guardian or conservator, clearly drafting objective “triggers” in health care documents, and working with all stakeholders is essential to achieve your client's most important personal goals. This program will provide you with a practical guide to the major health care decisions in estate and trust planning with an emphasis on conflict avoidance at critical stages of the planning process.
- Drafting advance health care directives, health care powers-of-attorney, living wills, and revocable trusts
- Defining objective health care “triggers” in documentation
- Key issues in appointing trustees, guardians and conservators
- Availability and financing of home health care and institutional care
- Tension between health care providers and trustees - areas of competence, conflict, and cooperation
Faculty:
William Kalish is a partner in the Tampa office of Akerman Senterfitt, 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 Trust and Estate Counsel, formerly served as chair of 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.
Registration Fees
| Non Member | $109.00 |
| CBA | $89.00 |
- General Credits: 1.00
- Ethics Credits: 0.00
- EDI Credits:
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