April 2, 2025


Webinar


1 CPE

Legal Planning for Care Giving of Elderly/Disabled Clients

April 2, 2025
Webinar
1 CPE

Legal Planning for Care Giving of Elderly/Disabled Clients

  • Instructor

    Matthew
    Wallace

Learning Objectives

After attending this presentation, you will be able to...

  • Distinguish 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 course 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

1 CPE
1
Specialized Knowledge

Things to Know About This Course

Course Level

  • Overview

Professional Area of Focus

  • Business Management

Advanced Preparation

None

Intended Audience

CPAs, Attorneys and Financial Planners with elderly clients.

Provider

CPA Crossings, LLC

Register For This Event

  • ASCPA Member

    $ 55 55
    Join
  • ASCPA Non-Member

    $ 105 105
    Your Price

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