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Estate Planning for the Final Years of Life

Identify key issues to consider when counseling for final years of life.

Many practitioners are not aware of all of the issues to consider when counseling a client for final years of life. This topic helps identify many issues to consider when counseling for final years of life. It is more than simply drafting a will. Given the increase in longevity, it is possible that a client may develop cognitive problems in his or her final years, and planning for this is as important as the disposition of the estate after the person dies. Failure to be aware of such issues could even result in ethical problems and a complaint with the state bar association.

85 minutes
Certificate of Completion
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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Capacity and Who Is the Client

  • Rule of Professional Conduct 1-14
  • Conflicts
  • Standard for Capacity and What to Do If Capacity May Be an Issue

Passing on Your Estate

  • Wills vs. Trusts
  • Death Tax Issues
  • Gifting Assets vs. Bequeathing (Step-up in Basis)

Planning for Incapacity

  • Financial Power of Attorney
  • Health Care Advance Directive
  • Trusts and Incapacity
  • Paying for Long Term Care
    • Long Term Care Insurance
    • Reverse Mortgages
    • Public Benefits
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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

Applications have not yet been submitted for Delaware, Idaho, Kentucky, Maine, New Hampshire, Ohio, Oklahoma, South Carolina, and Wyoming CLE for this course. However, if you are interested in obtaining CLE for any of the listed states or have any additional credit questions please email us at [email protected] or call us at 866-352-9540.

This course was last revised on December 4, 2019.

Call 1-866-352-9540 for further credit information.

  • AR CLE 1.5
     
  • This course has been approved for 1.5 hours of CLE by the Arkansas CLE Board.
     
  • CA MCLE 1.5
     
  • Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
     
  • NM CLE 1.5
     
  • This program has been approved by the New Mexico Minimum Continuing Legal Education Board for 1.5 hours of credit.
     
  • WA CLE 1.5
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.5 hours of A/V credit under the Law & Legal Procedure category.
     

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Morris Klein

Morris Klein

Law Office of Morris Klein

  • Practices law in Maryland and the District of Columbia, concentrating in elder law, special needs law and estate planning
  • Holds the prestigious title of a Certified Elder Law Attorney from the National Elder Law Foundation
  • An active member of the National Academy of Elder Law Attorneys (NAELA); member of its board of directors and co-chair of its Public Policy Steering Committee; also a NAELA Fellow and a member of the NAELA Council of Advanced Practitioners; a founding member and past president of the Maryland/DC Chapter of NAELA and also a member of the Special Needs Alliance
  • Named a Top Lawyer in elder law by Washingtonian Magazine and a Super Lawyer in Maryland and Washington, D.C.
  • Co-chair of the Montgomery County Bar Association Elder Law Section; was twice the chair of the Maryland State Bar Association Elder Law Section and continues to serve on its section council and was also a co-chair of the Steering Committee of the District of Columbia Bar Estates Trusts and Probate Law Section
  • J.D. degree, M.P.P. (Master in Public Policy) and B.A. degrees, University of Michigan at Ann Arbor
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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!


  • OnDemand Courses
  • Live Webinars
  • MP3 Downloads
  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 406565
Published 2019
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