California Forum 2018 – Today’s Solution for Family Businesses
June 14, 2018
Mastering the 1031 Exchange Process and Gaining Technical Fluency Through Case Studies
June 28, 2018
Long Term Care Options – What Families Need to Know Before the Crisis
$25.00
Learn about the LTC options available and the costs associated. Join long-time San Diego experts, Amy and Amy to find answers to help your clients with questions such as: What does Medicare pay for?; What are the different housing options here in San Diego?; What are the different levels of care and how do I choose? How much does it cost?
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Amy Abrams, Alzheimer’s San Diego and Amy Burfitt, Livhome
Learn about the LTC options available and the costs associated. Join long-time San Diego experts, Amy and Amy to find answers to help your clients with questions such as: What does Medicare pay for?; What are the different housing options here in San Diego?; What are the different levels of care and how do I choose? How much does it cost?
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Amy Abrams, Alzheimer’s San Diego and Amy Burfitt, Livhome
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$25.00We are living at a time when extraordinary estate and wealth strategies planning advisors are needed like never before. As a result, the public is searching for answers on how to preserve and protect what they have; and for answers on how to thrive into the future. This course is a dialogue on professional collaboration and the type of practice your referral sources and clients experience – your practice as seen through the eyes of others. It introduces you to techniques which you and your team may use to gain the skills and quiet confidence to position your practice in the forefront of your community and how you can become a “referable” resource to others. Your practice is like no other and should be unique to you.
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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.)
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Click play to watch a short video about ‘ElderCounsel’
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Planning for the 4th Quarter of Your Client’s Life
$0.00Expert in Elder Law? Estate planning is not what it used to be. As an industry we planned very well for our clients in the moments before they die and after their death – but we woefully under planned for their disability, especially a long-term disability. Valerie and Scott will go over not only the opportunities to help our past clients correct their plans, but also how to use this “4th Quarter” planning of life concept to attract and deeply help those individuals and couples over 60 years old – and even those younger families. This may be your next evolution as a practitioner.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
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