DESCRIPTION
Healthcare Issues in Trust and Estate Planning, Part 1
Health care considerations are increasingly critical in trust and estate planning, as clients navigate complex medical decisions, long-term care needs, and end-of-life planning. This two-part CLE program provides attorneys with essential tools to address health care issues in their clients' estate plans, from drafting key documents to understanding the intersection of health care laws and fiduciary duties. Gain practical insights to ensure your clients' medical and financial goals are met while staying compliant with the latest legal developments.
Part 1:
- Explore the role of advanced health care directives in estate planning.
- Learn strategies for drafting durable powers of attorney for health care.
- Understand the legal responsibilities of health care agents and fiduciaries.
- Address the challenges of communicating end-of-life wishes with families and providers.
Part 2:
- Navigate the legal and financial aspects of long-term care planning.
- Examine the impact of Medicaid and Medicare on estate planning strategies.
- Learn how to incorporate health care-related assets, such as HSAs, into estate plans.
- Address complex scenarios involving special needs trusts and elder care.
Speakers:
Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.
Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.
Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.