Estate Planning and Administration Issues for the Elderly and Disabled
Representing elderly and disabled clients requires particular expertise regarding a host of complicated federal and state law issues. These potentially vulnerable clients are often the individuals who need our services the most.
We will deal with the following important topics:
- Preventing financial elder abuse
- Challenging aspects of long-term care insurance
- Designing and administering special needs trusts
- Advising clients regarding IRC § 529A accounts