Get More and Better Clients From Professionals and Clients
July 16, 2018
“Simply” Built to Partner – Partnering with Fiduciaries to Provide Policy Analytics
July 18, 2018
Caregiver Economics – How to Protect Yourself as Well as Your Loved Ones
$25.00
Estate planning used to just be about the avoidance of probate and estate taxes. Now, though these are important topics, estate planning and trusts need to address the inevitable need for long-term care and possible mental disability/dementia. Additionally, personal wealth can be wiped out upon the disability of either of the spouses if the trust and other assets are not properly planned for. Join Scott and Alexis as they review your options on how to pay for care, and more importantly, how to protect your estate, yourself, your loved ones, and your family relationships.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Scott Stewart, Esq. and Alexis Bastedo, Esq.
Estate planning used to just be about the avoidance of probate and estate taxes. Now, though these are important topics, estate planning and trusts need to address the inevitable need for long-term care and possible mental disability/dementia. Additionally, personal wealth can be wiped out upon the disability of either of the spouses if the trust and other assets are not properly planned for. Join Scott and Alexis as they review your options on how to pay for care, and more importantly, how to protect your estate, yourself, your loved ones, and your family relationships.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Scott Stewart, Esq. and Alexis Bastedo, Esq.
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Medicare versus Medi-Cal
$25.00Do you know the difference between Medicare and Medi-Cal? If you answered no, you’re not alone. Kathe and Scott will lead a frank and open discussion designed to clarify all the aspects of these government programs. In this presentation, you’ll learn the difference between acute vs custodial care and who pays for what. You’ll learn how the health system works and how to take advantage of benefits that are already available to you and your family. This presentation is for anyone concerned about how to pay for care and what can be done now to minimize future costs.
(Purchase of this product will include an Audio recording of the presentation.)
Presented by Kathe Kline, ChFC and Scott Stewart, Esq. -
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The Gathering 2018 – Medi-Cal and Medicare: Who, When, How – and What’s Next?
$25.00Scott and Diane will lead a frank and open discussion designed to help you understand the differences and advantages associated with both government benefit programs (as well as the potential effects on both due to government deficits). Confronting the costs of either acute or long-term care or both is often the largest expense a couple will face. Families often believe that it is too late or early to plan – and they must bare these costs on their own. Though this may have been true 10 or 20 years ago, that is not the law now. We know that families often feel overwhelmed and are relieved to find a path to working through it all. Understand how to help your clients plan through case study examples.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Diane Gaswirth and Scott Stewart, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
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ElderCounsel
$25.00Our population is aging rapidly while long-term care costs continue to rise. Now more than ever seniors and their loved ones are concerned about how to find and pay for long-term care. Assisting seniors and their families with planning to cover these issues before a health care crisis occurs is a valuable service that very few attorneys are currently offering. In this session Valerie will show you how you can leverage your estate planning knowledge to offer a different type of asset protection for a very special segment of our population – our seniors.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Valerie Peterson
Click play to watch a short video about ‘ElderCounsel’
