Show Menu

We're upgrading our system Tuesday, April 1-Wednesday, April 2. Certain features may be unavailable or unreliable.
If you encounter issues, please try again Thursday, April 3, or contact MNCPA customer service.

Help  |  Pay an Invoice  |  My Account  |  CPE Log  |  Log in

Webinar

Legal Planning for Care Giving of Elderly/Disabled Clients

Wednesday, April 2, 2025
8-9 a.m. Central
1 CPE (1 technical)

Course code: 25WX-0040
View pricing

Online registration is not available due to server maintenance. Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to register.


It is now common for those who live to the age of 65 to expect to live at least another 20 years. With increased length of life comes the need to understand that certain necessities must be considered for elderly/disabled clients. We walk you through issue spotting, including senior housing and care giving options, guardianships, conservatorships, financial and health care powers of attorney, Medicaid qualification and asset protection planning. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Major subjects

  • Review legal and care giving options that are available to individuals and their families for when the individual can no longer live alone and needs some assistance.
  • Review caring for the individual at home by family caregivers, outside agencies and other, including household employee and homeowner's insurance issues, family caregiver respite care and adult day care.
  • When care is no longer feasible in the home, we go through various living arrangement and financing options, including assisted living facilities, adult foster care homes and nursing homes and review how to protect family assets in such situations.

Learning objectives

  • Distinguish legal pitfalls when a loved one is responsible for a client's care-giving.

Who should take this program?

  • CPAs, attorneys and financial planners with elderly clients.

Pricing

Standard Member Fee $55.00
checkmark Standard Nonmember Fee $55.00
Our records indicate you are a nonmember. If you register, you will be charged $55.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

Online registration is not available due to server maintenance. Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to register.

More program information

Location Online
Area
of study
Financial planning
Field(s)
of study
Specialized Knowledge - Technical (1.0)
Level Overview
Format Group Internet Based
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
Learn more

Related programs

April 24, 2025 | Long-Term Care Insurance: Make the Switch | Webinar

May 13, 2025 | Long-Term Care Insurance: Make the Switch | Webinar

June 12, 2025 | Long-Term Care Insurance: Make the Switch | Webinar

July 8, 2025 | Long-Term Care Insurance: Make the Switch | Webinar

Search CPE catalog