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Financial Planning for Senior Clients


Level: Intermediate
Runtime: 60 minutes
Recorded Date: June 30, 2022
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$65

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Agenda

  • Easing the transition of older workers to retirement—or helping retirees make good financial, tax, and estate planning choices for their benefits
  • Choosing and paying for the best housing situation for seniors
  • Making sure that health care, including long-term care, will be available when needed, by planning for Medicare, Medicaid, and long-term care insurance
Runtime: 1 hour
Recorded: June 30, 2022

For NY - Difficulty Level: For experienced attorneys only (non-transitional)
For NY - Difficulty Level: Both newly admitted and experienced attorneys

Description

The seminar will give you a better understanding of the elder care perspective—the 360-degree view you need to make optimum plans for senior citizens and their families in an aging society.

Provided By

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Panelists

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Dana Shilling

Author

Dana Shilling has an A.B. in History from Goucher College, and a J.D. from the Harvard Law School. A useful combination—because the ever-changing rules make a lot more sense in historical perspective. She has worked in the language simplification/ forms design field, which taught her a great deal about how to find the best place to start explaining something difficult and how to convey complex concepts. Her pandemic passion is online jigsaw puzzles, which also taught her a lot about finding patterns. She is retired from the New York bar and now writes full-time. Shilling currently resides in Jersey City.

CLE CREDITS

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