• On-Demand Video

Family Caregiver Agreements and the Use of Real Estate 2021

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On-Demand Video

---------- CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Subscribers Pay: $0.00


Help Your Elderly Clients Age at Home

  • Explore the options and governing regulations
  • Pick up great drafting tips
  • Understand the tax implications

Our Faculty Will Answer Your Questions

  • What does the “child caregiver exception” to the Medicaid transfer rules provide?
  • How should the payment to a caregiver be structured?
  • May the caregiver be a nonfamily member?
  • When and how can a life estate be used with a caregiver agreement to provide a residence and care for a parent?
  • Can Mom and Dad each purchase a life estate in the same real estate?

All attendees will receive the course book as a digital download. A printed copy of the course book is available, at a discount to attendees, for $40. Additional copies are available at full price. If you wish to purchase the printed version of the course book, please call PBI Customer Service at 800-932-4637. Printed versions of the course book will not be distributed at the course; please allow up to two weeks after the program for the printed versions of the course book to be shipped.

Recorded in August 2021.

Practice Areas


Rebecca A. Hobbs Esq. O'Donnell Weiss & Mattei PC (Pottstown)
Marissa B. Marshall Esq., CELA Kreisher Marshall & Associates, LLC
Elizabeth A. White Esq. McCormick Law Firm
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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