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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Family Businesses: Where Are you Going and How Will You Get There?
$25.00One of the most common reasons business transitions derail is what we call Expectation Gaps. These are blind spots and pot holes that, once revealed, prevent a business owner from confidently executing their plan. Learn how to create team alignment and identify/prioritize Enhancement Initiatives in The Eight Critical Areas of: risk mitigation, finance, operations, sales and marketing, human resources, and crisis management. Discover a systematic process to address targeted improvements that directly increase value, improve workplace dynamics and drive cash flow.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Melisa Silverman, JD, CEPA, CEVAQ, SBA, CMEA and Jeffrey Kates
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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’
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Crisis Planning – What to do when the Worst Case Scenario Happens
$25.00Surprisingly, there are still options available to help even in the midst of a healthcare crisis. Join Scott and Alexis as they review and compare the timing and applicability of Medicare, Medi-cal, VA Aid and Attendance, Long-term Care and/or Life Insurance – as well as the pros and cons of asset liquidation. Consider the future ramifications of current decisions regarding incapacity, dealing with beneficiaries, and disputes among siblings.
(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.
