Trust and estate planning for health care involves counseling clients about what are often the most difficult decisions in their life or lives of loved ones. There are issues of making life-and-death health care decisions many years in advance of when those decisions will be needed. There are equally delicate decisions about the appointment of trustees or conservators. Planning for long-term care – and how to fund that care – is often the biggest challenge for most clients. If clients are not carefully counseled about their choices and their decisions not carefully reflected in trust and estate documents, their most important goals will be unfulfilled. This program will provide you with a practical guide to the most important health care issues in trust and estate planning.
• Counseling clients about planning for health care decision-making
• Tension between health care providers & trustees: Areas of competence, conflict, and cooperation
• Drafting advance health care directives & revocable trusts
• Defining objective health care “triggers” in documentation
• Key issues in appointing trustees, guardians & conservators
• Availability & financing of home health care & institutional care
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