Bundle of 7 Books That Serve As Useful Research Foundations for New Attorneys, Legal Assistants, and Law Clerks. They Also Make Handy Reference Guides for Seasoned Attorneys.
As Baby Boomers age, there has been an increase in the number of long-term care policies that come thru an attorney’s office for review. This session will review the main parts of a long-term care contract and the key benefit features clients and attorneys will want to know as they consider making a claim. The session will also go over the document-intensive claim process and the most common pitfalls that cause a claim denial. We will cover best strategies and resources for families who are managing a claim. With this information, attorneys should be armed to better advise their clients about how to use this valuable resource.
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.