Tax Planning for the Elderly: You Really Don’t Want to Miss This

This session includes: (1) an overview of the challenge facing practitioners given the privilege of serving persons with diminished capacity; (2) examination of relevant ethical rules you must consider in dealing with clients with diminished capacity under the IRPC; (3) deciding when it is appropriate to treat the client in a normal attorney-client manner vs seeking protective action for the client; & (4) estate planning strategies to consider in light of diminished capacity and the distinctions between representing single vs married individuals.

Understanding the benefits and services available to an individual with special needs will help to inspire your creativity to better serve your clients for a more secure future. SSI, SSDI, Medicare, IL Medicaid, and waiver services will be highlighted.