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DTSTART;TZID=America/New_York:20251205T090000
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SUMMARY:Comprehensive Strategies for Estate and  Long-Term Care Planning: Protecting Assets\, Navigating Benefits\, and Securing a Legacy
DESCRIPTION:FINANCIAL ADVISORS: 2 CFP Continuing Education Credits – REGISTER HERE \nJoin 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. \nProgram Overview\nThis 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. \nLearning Objectives\n\nAsset Protection Strategies: Master legal methods to shield client assets from long-term care costs\, including gifting strategies\, irrevocable trusts\, and Medicaid/VA planning considerations\nMedicaid Planning Expertise: Navigate complex eligibility requirements\, state-specific variations\, and common pitfalls to help clients qualify while preserving generational wealth\nFinancial Planning Integration: Understand how to effectively incorporate Medicaid-compliant trusts\, long-term care insurance\, and annuities into holistic client plans\nGuardianship and Elder Protection: Recognize signs of elder abuse and financial exploitation\, and learn legal remedies to protect vulnerable clients\nCollaborative Planning Approach: Discover best practices for partnering with legal professionals to deliver comprehensive\, adaptable solutions for aging clients\n\nThe 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. \nRegistration and Breakfast: 8:30 AM-9:00 AM\nWorkshop: 9:00 AM – 11:00 AM (2 hours)\nCredits: 2 CFP Credits \nEssential education for advisors looking to differentiate their practice and provide exceptional value to clients navigating the complexities of aging and long-term care.
URL:https://zacbrownlaw.com/event/comprehensive-strategies-for-estate-and-long-term-care-planning-protecting-assets-navigating-benefits-and-securing-a-legacy-2/
LOCATION:The Lamplighter Restaurant\, 6566 William Penn Highway\, Delmont\, PA\, 15626\, United States
CATEGORIES:Pennsylvania Events
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