Comprehensive Strategies for Estate and Long-Term Care Planning: Protecting Assets, Navigating Benefits, and Securing a Legacy
FINANCIAL ADVISORS: 2 CFP Continuing Education Credits – REGISTER HERE
Join attorneys Christine Brown Murphy and Colleen Bratkovich for a comprehensive 2-hour workshop designed specifically for financial advisors and planners seeking to enhance their expertise in elder law and long-term care planning.
Program Overview
This educational seminar equips financial professionals with advanced strategies to better serve aging clients facing long-term care decisions. Gain the legal knowledge and practical tools needed to integrate asset protection and Medicaid planning into your comprehensive client solutions.
Learning Objectives
- Asset Protection Strategies: Master legal methods to shield client assets from long-term care costs, including gifting strategies, irrevocable trusts, and Medicaid/VA planning considerations
- Medicaid Planning Expertise: Navigate complex eligibility requirements, state-specific variations, and common pitfalls to help clients qualify while preserving generational wealth
- Financial Planning Integration: Understand how to effectively incorporate Medicaid-compliant trusts, long-term care insurance, and annuities into holistic client plans
- Guardianship and Elder Protection: Recognize signs of elder abuse and financial exploitation, and learn legal remedies to protect vulnerable clients
- Collaborative Planning Approach: Discover best practices for partnering with legal professionals to deliver comprehensive, adaptable solutions for aging clients
The workshop concludes with real-world case studies and an interactive Q&A session, allowing you to apply these strategies to your practice and discuss specific client scenarios.
Registration and Breakfast: 8:30 AM-9:00 AM
Workshop: 9:00 AM – 11:00 AM (2 hours)
Credits: 2 CFP Credits
Essential education for advisors looking to differentiate their practice and provide exceptional value to clients navigating the complexities of aging and long-term care.
