This program is eligible for 3 hours of CLE credit in 60-minute states. In 50-minute states, this program is eligible for 3.6 hours of CLE credit. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.
This is a simulcast of a live webcast course, streamed live to a local site with faculty in remote locations. Please note: Walk-in registrations will not be accepted - you must register in advance.
Overview
As the population ages and life expectancy increases, attorneys are increasingly called upon to help clients navigate the legal and financial challenges of long-term care. This program offers a comprehensive overview of long-term care planning for clients age 65 and older, with a focus on holistic models for creating successful client outcomes.
Participants will gain practical guidance on practical estate planning considerations for aging clients and families; practical guidance for talking taxes with families; long-term care planning considerations (with a focus on payment for care planning); and family communication in elder law. The course also addresses key ethical issues that arise when advising aging clients, including capacity assessments, conflicts of interest, and working with family members.
Whether you're new to elder law or looking to deepen your understanding of long-term care options and legal tools, this program provides the foundation you need to serve older clients with confidence and care.
Topics Include:
• Estate Planning considerations for the aging client
• Tax considerations for non-specialized practitioners
• Long-term care options, including when and how to leverage public benefits
• Tying it all together: practical solutions for enhancing family communication and shared decision making
Faculty
Tye J. Cressman, Esq., CELA
Tye J. Cressman, Esq., CELA is a Certified Elder Law Attorney from Loviscky & Cressman in State College, Pennsylvania. His practice focuses on elder law, trusts, and taxation. He is the author of Privacy in Plain Sight: How Blockchain Assets and Decentralized Technology Can Increase Privacy in Inheritance, recently published in the ACTEC Law Journal November 2022 issue. Other publications include Stepparents vs. Stepchildren: Using Mediation to Solve Guardianship Disputes in Blended Family Situations, published in the Stetson University Journal of International Aging, Law & Policy, and Ten Tough Conversations: Discussing Issues of Aging with Our Parents. He is a frequent presenter on a variety of estate planning topics for the Pennsylvania Bar Institute and the National Business Institute.
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