WebCredenza 2025 Healthcare issues in trust and estate planning, part 2

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.

Opinions and positions stated by presenters of MoBarCLE programs are those of the presenters and not necessarily those of The Missouri Bar. This program is intended as information for lawyers in Missouri, in conjunction with other research they deem necessary, in the exercise of their independent judgment.