Family Caregiver Agreements and the Use of Real Estate

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TypeTitleStartEndCLEPrice
Philadelphia
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTWed., Sep. 26, 2018
9:00 AM
ENDWed., Sep. 26, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Doylestown
Bucks County Bar Association
135 E. State Street, Doylestown PA, 18901
STARTWed., Sep. 26, 2018
9:00 AM
ENDWed., Sep. 26, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Greensburg
Westmoreland County Bar Association
129 N. Pennsylvania Avenue, Greensburg PA, 15601
STARTWed., Sep. 26, 2018
9:00 AM
ENDWed., Sep. 26, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Mechanicsburg
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTWed., Sep. 26, 2018
9:00 AM
ENDWed., Sep. 26, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Media
Delaware County Bar Association
335 W Front St, Media PA, 19063
STARTWed., Sep. 26, 2018
9:00 AM
ENDWed., Sep. 26, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
New Castle
Lawrence County Bar Association
430 Court Street, 3rd Floor, New Castle PA, 16101
STARTWed., Sep. 26, 2018
9:00 AM
ENDWed., Sep. 26, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Norristown
Montgomery Bar Association
100 West Airy Street, P.O. Box 268, Norristown PA, 19404
STARTWed., Sep. 26, 2018
9:00 AM
ENDWed., Sep. 26, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Pittsburgh
PBI Professional Development Center
Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTWed., Sep. 26, 2018
9:00 AM
ENDWed., Sep. 26, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Plymouth Meeting
LaSalle University Montgomery County Center
220 West Germantown Pike, Ste. 100, Back of the Victory Bldg., Plymouth Meeting PA, 19462
STARTWed., Sep. 26, 2018
9:00 AM
ENDWed., Sep. 26, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
West Chester
Chester County Bar Association
15 W Gay Street, 2nd Floor, West Chester PA, 19380
STARTWed., Sep. 26, 2018
9:00 AM
ENDWed., Sep. 26, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Wilkes-Barre
Kings College
Lane's Lane (off N. Main St.), Sheehy-Farmer Campus Ctr., Wilkes-Barre PA, 18711
STARTWed., Sep. 26, 2018
9:00 AM
ENDWed., Sep. 26, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
York
York County Bar Center
137 E. Market Street, York PA, 17401
STARTWed., Sep. 26, 2018
9:00 AM
ENDWed., Sep. 26, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Webcast
Online
STARTWed., Sep. 26, 2018
9:00 AM
ENDWed., Sep. 26, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00

About

More and more elderly are choosing to live at home or with family members. And more and more adults are taking on the role of caregiver. However, if caregivers haven’t planned ahead of time, they may end up making rash decisions about how to absorb the costs – like withdrawing from savings or working more. Without proper planning these decisions can create unintended tax, property ownership and Medicaid eligibility problems for both the caregiver and care recipient.

Help your elderly clients age at home

  • Learn how the family care agreement can ensure that goals will be met
  • Explore the advantages and disadvantages
  • Pick up great drafting tips
  • Understand the tax implications

Be updated on these topics

  • Family caregiver agreements
  • Family reimbursement agreements
  • Family caregiver exception to the Medicaid transfer rules
  • Life estates under the Deficit Reduction Act

10 questions our faculty will answer

  1. Under what circumstances does a family caregiver contract make the most sense?
  2. What tax implications are there to a family caregiver?
  3. What does the “child caregiver exception” to the Medicaid transfer rules provide?
  4. How should the payment to a caregiver be structured?
  5. May the caregiver be a nonfamily member?
  6. May Mom and Dad each purchase a life estate in the same real estate?
  7. What is the effect of the sale of property subject to a life estate after a parent enters a nursing home?
  8. Why should a life estate in Pennsylvania be treated as a “right to occupy” – and why does it matter?
  9. May a parent transfer or gift back the life estate to the property owner after one year?
  10. When and how can a life estate be used with a family care agreement to provide a residence and care for a parent?

Faculty

NameFirm/Company
Dana M. Breslin Esq., CELA Pappano & Breslin
Robert J. Breslin Jr, Esq. Pappano & Breslin
Christina E. Roberts Esq. Pappano & Breslin
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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