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These telephone seminars are presented by national speakers who are experts in their areas of practice often ABA Section chairs, authors of books in their areas of practice, and heads of practice groups.
As the federal estate and gift taxes recede as a planning consideration for estates under a certain size, the role of expanded public benefits Social Security, Medicare, Medicaid, and other government benefits plays an increased role as clients and their attorneys plan their estates to provide long-term and fund rising health care costs into old age. Though eligibility for some benefits such as Medicaid is limited to the very poor, other substantial benefits are not means-tested and available to clients of estates of every size and may play an important role in planning for many middle class and upper-middle class clients. This program will provide you a real-world guide to eligibility for various public benefits programs for clients with variously sized estates and how those benefits can be incorporated into estate plans for a range of clients, providing long-term income and funding health care.
- Role of Social Security, Medicare, Medicaid and other public benefits in client estate plans
- Substantial impact of public benefits in plans of middle class and upper-middle class clients
- Eligibility of standards and planning to maximize benefits at retirement
- Leveraging benefits to fund long-term income and long-term health care
- Integrating benefit programs into larger estate plans
Rebecca C. Morgan, Center for Excellence in Elder Law, Stetson University College of Law Tampa
William Kalish, Akerman Senterfitt, LLP Tampa
Once registered you will receive from the MSBA an email containing the toll-free telephone number to call on the day of the seminar. You will also receive a pdf containing the materials for the program to print. This email will be sent to you the day before the program date.