Some attorneys feel that Elder Law and Estate Planning are distinct disciplines, and that a focus on one or the other for each individual client is critical. Others are of the opinion that Elder Law is really just good Estate Planning. Said another way, Estate Planning itself is already the type of asset protection engaged in by Elder Law practitioners, so Estate Planners are ideally positioned to serve Elder Law clients as well. But which theory is correct?
In this live roundtable, our panelists will discuss the overlap between traditional Estate Planning and Elder Law asset protection planning. We will debate whether a typical Estate Planning trust is sufficient for a client’s Elder Law planning needs in most circumstances, and focus on when that is not the case. You’ll learn the following from professionals who deal with these concepts every day:
• When (or if) a traditional trust can work just as well as a supplemental needs trust
• Important differences between traditional trusts and Medicaid asset protection trusts
• The things Estate Planners MUST know about Elder Law in order to serve their clients well
• And more
Join us for this LIVE VIDEO event, where the panelists will review the topic and take questions from the audience. If we receive more questions than time permits, we will provide written responses from the panelists following the presentation.
We look forward to seeing you at the Roundtable!
Vanessa L. Kanaga, JD, Director of Content Development, InterActive Legal ^
Vanessa Kanaga joined InterActive Legal in April 2013 and serves as Director of Content Development. Ms. Kanaga received her J.D. from Cornell Law School, Magna Cum Laude, in 2006, and a B.A. in Philosophy from Wichita State University, with a minor in Music, in 2003. She also served as a Legal Intern in the City Attorney’s Office in Ithaca, New York during the Summer of 2004. In 2011, Vanessa received an Advanced Professional Certificate from New York University School of Law.
Following law school, Vanessa practiced in New York for several years, at Milbank, Tweed, Hadley & McCloy, LLP, and then Moses & Singer, LLP. In 2012, she returned to her home town of Wichita, Kansas, where she was an associate attorney in the estate planning and probate practice group at Hinkle Law Firm, LLC, before joining InterActive Legal.
Amos Goodall, with the eldercare and special needs planning firm of Steinbacher, Goodall & Yurchak, is certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation, is a Fellow both of the American College of Trust and Estate Counsel and of the National Academy of Elder Law Attorneys (NAELA), and is a member of the Special Needs Alliance. He advises persons and families with estate planning concerns, competency issues and estate administrations, and is a frequent lecturer on ethics and Elder Law topics. Amos received his bachelor of arts degree from Franklin and Marshall College, his juris doctor from Fordham University School of Law, and his LL.M. in Elder Law from Stetson University.
Cheryl Shaw is owner and managing partner of Kalander & Shaw, Ltd., located in Providence, Rhode Island. Her practice is concentrated in Estate Planning, Elder Law and Asset Protection Planning, Estate and Trust Administration, Wills and Trusts, Guardianship and Probate Court Matters. She is licensed to practice in both Rhode Island and Massachusetts, and is a graduate of Boston College Law School.
Bob Mason is owner of Mason Law, PC, of Charlotte and Asheboro, North Carolina, a law firm devoted exclusively to legal issues involving the elderly and the disabled. Bob is a fellow of the American College of Trust and Estate Counsel (ACTEC), a Board Certified Specialist in Elder Law by the North Carolina State Bar Board of Legal Specialization, a Certified Elder Law Attorney by the National Elder Law Foundation, and a frequent speaker on elder and disabilities law issues. Bob especially focuses his practice on advanced asset protection techniques, trust law issues, and special needs trusts. With 30 years of legal experience, Bob has a Bachelor of Science in Communications from Northwestern University, Evanston, Illinois, and a Juris Doctor cum laude from Mercer University’s Walter F. George School of Law, Macon, Georgia (where he was Managing Editor of the Mercer Law Review).
InterActive Legal is not an approved Continuing Education Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by InterActive Legal.
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