April 27, 2024


1 Total CPE Credits


Legal Planning for Care Giving of Elderly/Disabled Clients

  • Instructor

    Matthew Wallace

Learning Objectives

After attending this presentation you will be able to...
  • Issue spot legal pitfalls when a loved one is responsible for a client’s care giving

Major Topics

The major topics that will be covered in this class include:
  • Review legal and care giving options that are available to individuals and their families for when the individual can no longer live alone and needs some assistance.
  • Review caring for the individual at home by family caregivers, outside agencies and other, including household employee and homeowner's insurance issues, family caregiver respite care and adult day care.
  • When care is no longer feasible in the home, we go through various living arrangement and financing options, including assisted living facilities, adult foster care homes and nursing homes and review how to protect family assets in such situations.

CPE Credits Available

Total CPE
Specialized Knowledge

Things to Know About This Course

Course Level

  • Overview

Professional Area of Focus

  • Finance

Advanced Preparation


Intended Audience

CPAs, Attorneys and Financial Planners with elderly clients


CPA Crossings

Register For This Event

  • ASCPA Member

    $ 39 39
  • ASCPA Non-Member

    $ 89 89
    Your Price

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