Elizabeth Forspan, Esq. of Forspan Klear LLP, will discuss the most common estate and elder care planning hurdles that clients face and how attorneys, CPAs and financial advisors can help overcome them. She will also present an in-depth update on the recent Medicaid planning changes, as well as some trends in the estate and elder care planning arena.

Topics & Learning Objectives Include:

• The Five Critical Planning Documents
• Estate Planning Stumbling Blocks
• Elder Care Planning Stumbling Blocks
• How to Overcome the Obstacles
• Where Good Estate Planning Equals Bad Medicaid Planning
• Medicaid Update