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Crisis Planning Strategies for Your Elder Law Clients

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On-Demand Video

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In crisis situations, things happen quickly and many mistakes can be made, especially when clients don’t seek the advice of those who specialize in elder law. Learn what risks and costs may be associated with liquidating retirement accounts and other assets. And, find out how to 1) ask the right questions to identify available options; 2) properly time the spend-down; 3) deal with uncertainty, both medical and financial; 4) manage family dynamics; and 5) revisit the estate plan in light of estate recovery.

Recorded in Mechanicsburg at the Estate and Elder Law Symposium in February 2020.

Practice Areas


Erik D. Spurlin Esq., LLM, CELA MPL Law Firm, LLP
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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