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The ABC's of Basic Long-Term Care Planning 2023

Product ID: CA3582D
Presented By: State Bar of Wisconsin PINNACLE

Endorsed by the Elder Law and Special Needs Section of the State Bar of Wisconsin

What’s the plan?

The average cost of long-term care in Wisconsin can exceed $100,000 per year, leaving many families wondering how to finance care for loved ones. Long-term care costs can quickly deplete savings and assets. Conversations around long-term care are difficult, making people reluctant to even consider available options. But early and thorough planning can help ensure adequate care when it’s needed while also protecting financial assets and respecting the client’s wishes.

At The ABC’s of Basic Long-Term Care Planning, develop a better understanding of long-term care costs and the factors contributing to rising expenses. Learn the consequences of failure to plan for long-term care and pick up strategies for initiating long-term care conversations with clients.

Read More ↓

Interested in sponsoring this program? Find out more.

Select a Format

OnDemand seminar

Pricing

Member $149.00

Non-Member $199.00

Credits

2 CLE

Upon purchase, this OnDemand program is available to view for 90 days.

Quantity:
Maximum quantity must be less than or equal to 1.

Endorsed by the Elder Law and Special Needs Section of the State Bar of Wisconsin

What’s the plan?

The average cost of long-term care in Wisconsin can exceed $100,000 per year, leaving many families wondering how to finance care for loved ones. Long-term care costs can quickly deplete savings and assets. Conversations around long-term care are difficult, making people reluctant to even consider available options. But early and thorough planning can help ensure adequate care when it’s needed while also protecting financial assets and respecting the client’s wishes.

At The ABC’s of Basic Long-Term Care Planning, develop a better understanding of long-term care costs and the factors contributing to rising expenses. Learn the consequences of failure to plan for long-term care and pick up strategies for initiating long-term care conversations with clients.

Read More ↓

Sarah J. Kons is a partner at Hooper Law Office, LLC. She grew up in the Fox Valley and returned after completing her education to build her practice and serve her community through education and comprehensive planning. Sarah focuses on estate planning, elder law, assisting families in planning for loved ones with disabilities, and business planning, including entity formation, exit strategies, and succession planning, with a special emphasis on the evolution of the family farm.

After attending the University of Wisconsin Oshkosh for her undergraduate degree, she then went to Marquette University Law School and earned her Juris Doctor degree. Sarah believes strongly in the benefits of education and teaches on both a local and national level. She presents to a wide variety of audiences, including the general public, financial advisors, insurance agents, attorneys, and various other professionals. She has also written numerous articles and several books on the topics of estate planning, elder law, special needs planning, and transitioning family-owned businesses.

Sarah is a member of the National Steering Committee on Special Needs through NAELA and a past president of the Wisconsin Council of Estate Planning Attorneys. She is a member of WealthCounsel, ElderCounsel, the National Academy of Elder Law Attorneys (NAELA), Protected Tomorrows, WINAELA (Wisconsin Chapter), and the Elder Law Section of the Wisconsin Bar Association. Sarah is also accredited with the Department of Veteran’s Affairs.

Peter Harbach is a partner at Hooper Law Office and the former president of the Wisconsin Council of Estate Planning Attorneys. Peter teaches nationally on elder law topics including Medicaid’s expanded estate recovery laws and Veteran Pension benefit planning. He is a member of WealthCounsel, ElderCounsel, the National Academy of Elder Law Attorneys (NAELA), the Wisconsin Council of Estate Planning Attorneys, the Elder Law Section of the State Bar of Wisconsin, and is accredited by the Department of Veterans Affairs.

 

  • Provide more informed, effective guidance to clients facing rising long-term care costs
  • Help clients secure their financial futures and protect their assets while planning ahead
  • Offer tailored legal and financial strategies for addressing long-term care costs
  • Stay up to date on legislative developments and Medicaid regulations related to long-term care
  • Understand ethical considerations involved in long-term care planning
  • All paralegals
  • Eldercare Attorneys
  • Estate Planning Attorneys

Book Bonus!

Advising Older Clients and Their Families Vol. II

Seminar attendees save 15% on Advising Older Clients and Their Families Vol. II.* Find the practice pointers, tips, charts, forms, and other tools essential to building and maintaining a successful elder law practice.

*Attendees will receive information to access the discount via email after attending the program. Discount applies to both print and digital Books UnBound® editions of this title and cannot be applied to previous purchases. Offer valid as long as CLE credit is available for this program. For Books UnBound users, the discount may be applied to purchase of individual Books UnBound title only and may not be used on purchase of full library. 

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