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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$25.00Our 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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Honoring Life; Offering Hope, Music
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(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
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Reporting Elder Abuse: Should I? Must I? Or Must I Not?
$25.00Different states and federal authorities impose either requirements or best practices regarding reporting of suspected elder abuse, physical and financial, on professionals. These are especially prevalent in the health care and financial fields. However, there is a tension between one’s duty to report suspected fraud, fraudulent activity, and undue influence, and one’s duty to maintain the privacy and confidentiality of client and customer information. Sheila and Peter will canvas the relevant authorities and discuss ways for professionals and their agents to maintain compliance with the reporting obligations while still preserving the confidences of customer and client information.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
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