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July 2018 Chapter Meeting
July 13, 2018 @ 11:30 am - 1:30 pm
Overview:
Crucial Estate Planning Issues for Elders: Powers of Attorneys, Long-Term Care Planning, and Medi-Cal
Are your clients or loved ones age 60 or older, and concerned about being able to afford long-term care in the home or elsewhere? Are they concerned about the government coming after their home or assets if they enroll in Medi-Cal to help pay for health care or long-term skilled nursing? This session will debunk myths about Medi-Cal and long-term care options, highlight real risks, and explain how estate planning documents can protect the client’s family. We will also cover special issues for married, unmarried, and same-sex couples.
1.5 hours CFP CE is available for this session pending approval by the CFP Board.
Featured Partner is Scott Pyes of Natixis.
About the Speaker:
Alma Soongi Beck is a partner in the Trusts and Estates Group of Lakin Spears, LLP and is certified by the State Board of Legal Specialization as a specialist in estate planning, trust and probate law.
Prior to joining Lakin Spears, Alma was principal and founding attorney of The Beck Law Group, P.C. Alma’s estate planning practice focuses on revocable living trusts, wills, and powers of attorney, which includes Medi-Cal and long-term care planning, IRA Inheritance Trusts, and beneficiary controlled irrevocable trusts. For unmarried and same-sex couples, she also offers consultations on the legal and tax implications of domestic partnership, marriage, and property co-ownership. Alma also assists individuals and families with trust administration, probate, and other post-death administration of property.
Alma regularly conducts public and private seminars on a variety of estate planning topics such as marriage, domestic partnership, estate planning and property issues for lesbian, gay, bisexual, transgender (LGBT) individuals, couples and families, as well as Medi-Cal, long-term care and IRA Inheritance Trust planning.
Cost:
Early Registration through July 9th: $40.00 members $60.00 non- members.
At the door $60.00 for FPA members, $75.00 non-members.
If you must cancel, we cannot give refunds after Tuesday, July 10th.