Safeguard the Future of Elderly Clients

Richard Mayberry taught this class or sections of it to Northern Virginia lawyers for continuing legal education:

Prepare your client for incapacity by understanding how to use durable powers of attorney, living wills and guiding them through their decisions on prolonging life through medical treatments.
  • Understand the pros and cons of assisted living so you can give your clients the advice they need.
  • Identify the common hurdles that arise with long-term care financing and what you can do to help your client plan for the future.
  • Do you know how to legally transfer assets and minimize estate taxes? We'll show you how.
  • Gain a fundamental understanding of Medicaid eligibility and how to solve common problems that may arise.

Safeguard the Future 
of Elderly Clients
Course Description

Your elderly clients depend on you to help them ease their tax burdens, preserve their assets and safeguard their futures. Keeping up with critical developments in elder law and supplying real-world solutions to the unique problems seniors face can be difficult. With this comprehensive program you'll build your knowledge on common legal and financial issues facing elderly clients as they plan for their future so you can provide your clients with up to the minute advice. 
Advise your clients wisely with a firm understanding of common estate planning techniques and the potential expenses and restrictions associated with them.  Help your clients understand the risks and benefits of maintaining joint bank accounts.