In this two-part presentation, Donald Kiolbassa provides an overview of Self-Directed IRAs and how attorneys can use them as part of their retirement plans. Dick Bales then provides an overview of the new ALTA 2021 policies that are replacing the previously used 2006 policies.
Long-term care insurance plans are complex and often difficult to implement. Learn how to tame this monster with an in-depth exploration of the issues and options involved. Originally presented as part of the Elder Law Short Course 2023.
As Baby Boomers age, attorneys are encountering more long-term care policies. In this informative program, you will be better prepared to advise clients about long-term care insurance contracts as you learn: - the main components of a long-term care contract, including key benefit features; - how to navigate the document-intensive claims process; - common pitfalls that result in denial of claims; - strategies and resources for clients and families managing a claim.