On-Demand Video
CC

Crisis Planning Strategies for Your Elder Law Clients 2022


  • City:
  • Start Date:2022-12-18 19:00:00
  • End Date:2024-12-18 19:00:00
  • Length:
  • Level:Intermediate
  • Topics:Elder Law

$249.00 ["ProPass"]

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Overview

Protect your elder law clients when they need it most

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.

Uncover the risks and costs that may be associated with liquidating retirement accounts and other assets. Learn how to ask the right questions to identify available options, properly time the spend-down, deal with uncertainty – both medical and financial, manage family dynamics, and revisit the estate plan in light of estate recovery.

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. If you wish to purchase the printed version of the course book, please call PBI Customer Service at 800-932-4637.

Recorded in December 2022.

Faculty

Rebecca Hobbs Esq., CELA

Rebecca A. Hobbs is a Principal with the law firm O’Donnell, Weiss & Mattei, P.C. with offices in Pottstown and Phoenixville, Pennsylvania. She focuses her practice on elder law, special needs planning, Medicaid planning, guardianships, estate planning, estate and trust administration, and Veteran’s benefits. Rebecca is Certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation as authorized by the Pennsylvania Supreme Court. Rebecca is licensed to practice in both Pennsylvania and New Jersey. Rebecca is an accredited attorney for the preparation, preservation and prosecution of claims for veterans’ benefits before the United States Department of Veterans Affairs. From 2017 – 2023 Rebecca was selected for inclusion by the Pennsylvania Super Lawyers as a Rising Star in the field of elder law. She is an active member of the National Academy of Elder Law Attorneys (NAELA) and the Pennsylvania Association of Elder Law Attorneys (PAELA). Rebecca is also a member of the Montgomery Bar Association, serves on their Board of Directors and Executive Committee, and is a Co-Chair of the Elder Law Committee. Rebecca is a regular presenter on topics concerning Ethics, Estate Planning, Estate/Trust administration, and Elder Law for ElderCounsel, Pennsylvania Bar Institute (PBI), National Business Institute (NBI), and other CLE providers. 

Erik Spurlin Esq., LLM, CELA

Mr. Spurlin practices law in the areas of estate planning and administration and long-term care planning. Before establishing his firm in York County, Mr. Spurlin was a principal of the Elder Law Firm of Robert Clofine and an associate of Appel & Yost. Before that, he served as a judicial law clerk to the York County Orphans’ Court. He is a member of the Pennsylvania Association of Elder Law Attorneys, the Elder Law Section of the Pennsylvania Bar Association, and the Estate Planning and Probate Section of the York County Bar Association. He serves as a board member to multiple sections of the York County Bar Association and a professional adviser to Leave a Legacy York County. He frequently presents seminars for the Pennsylvania Bar Institute, most recently presenting the following courses: Elder Law Update (2019); Practical Medicaid Planning (2018); Fixing Broken Trusts (2018 and 2016); Medicaid Basics (2017); Guardianship Updates and Trends (2016); Protecting Assets While Qualifying for Medicaid (2016); Estate Planning for the Alzheimer’s Client (2015); and Guardianship Practice and Procedure (2015). Mr. Spurlin is a graduate of Arizona State University, where he received his bachelor’s degree, summa cum laude, in political science, and master’s degree, summa cum laude, in international relations. He earned his J.D., cum laude, from Temple University Beasley School of Law, where he also received his LL.M. (Master of Laws) in taxation, with distinction. During this time, he earned a graduate certificate in estate planning and was the sole recipient of the Joseph Price Memorial Award for Outstanding Achievement in Tax Law in 2010.

Carol Gross Esq., CELA

Ms. Sikov Gross is the managing partner in the Pittsburgh law firm of Sikov and Love, P.A. She is a certified elder law attorney (CELA) through the National Elder Law Foundation as authorized by the Supreme Court of Pennsylvania and was admitted as an ACTEC Fellow in 2012. In 1998, Ms. Sikov Gross became the founding chair of the Elder Law Committee of the Allegheny County Bar Association (ACBA). She is a past chair of the ACBA Probate and Trust Law Section Council. Ms. Sikov Gross is a member of the National Academy of Elder Law Attorneys (NAELA) and a Vice President of the Pennsylvania Association of Elder Law Attorneys (PAELA). She has served on the Pennsylvania Bar Association (PBA) Elder Law Section Council. She writes for the Pittsburgh Legal Journal.  Ms. Sikov Gross is a frequent speaker for PBI and others as well as for the Osher Lifelong Learning Institutes at Carnegie Mellon University and at the University of Pittsburgh.  She has been listed as an elder law attorney in Best Lawyers in America and has been selected for inclusion in Pennsylvania Super Lawyers®. 


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