The XYZ's of Advanced Long Term Planning 2024

  • OnDemand seminar
  • Elder Law
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Plan with care

Early and thorough planning for long-term care ensures adequate care is available when needed while also protecting financial assets and respecting the client’s wishes. At The XYZ's of Advanced Long-Term Care Planning, you’ll develop a comprehensive understanding of crucial long-term care considerations to help clients plan more effectively.

  • Receive an in-depth analysis of the VA’s Improved Veterans Pension Program
  • Understand the relationship between long-term care insurance and other planning methods, with a focus on assessing patient liability
  • Learn how trusts are used in long-term care planning and assess the pros and cons of using trusts
  • Avoid common prequalification and post-qualification mistakes that can result in a delay or removal of benefits
  • Distinguish between types of long-term care policies and policy options
  • Recognize the importance of Wisconsin’s Partnership Program
  • Consider family caregiver agreements, marital agreements, and under-utilized statutory exceptions
  • Know when it’s appropriate to use a Wispact trust
  • All paralegals
  • Elder law attorneys
  • Estate planning attorney

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