Basics of Elder Law Planning | Practical Skills

In this program, Bernie and Joel Krooks will discuss the importance of advance directives for clients and various aspects of long-term care planning. Specifically, the program mentions the following: 

• The different types of advance directives clients should have and the repercussions to a client not having advance directives.
• Long term care options for individuals and how to pay for long term care.
• Requirements for Medicaid. 
• Strategies to plan for potential long term care needs. 

This practice guide is divided into two parts. Part One, written by Bernard A. Krooks, Esq., examines the scope and practice of elder law in New York State, covering areas such as Medicaid, long-term care insurance, powers of attorney and health care proxies. Part Two, written by Jessica R. Amelar, Esq., gives the attorney a step-by-step overview of the drafting of a will, from the initial client interview to the will execution.

This practice guide provides an extensive overview to the practice of elder law, special needs planning and will drafting for attorneys entering this field. Health care proxies and related documents, conflicts of interest and ethical considerations, guardianships under MHL Article 81, and Medicaid law, estate and gift tax statutes, and trusts, long-term care insurance, and basic will provisions are all considered. Includes sample letters, forms and checklists.

Speakers:

Joel Krooks, Littman Krooks, LLP

Bernard A. Krooks, Littman Krooks, LLP