Counseling Clients On Public Benefits Planning (2016)

virtual learning
Discusses how to recognize client circumstances that suggest public benefits planning, specifically when long-term care planning is advisable; how to develop planning options to qualify the client for public benefits (specifically long-term care benefits) in order to recommend the best course of action; how to identify additional information that will be necessary to implement a plan to qualify for public benefits;how the planning for eligibility for public benefits impacts the client's current estate plan and how the plan should be modified; and office management tools (i.e., client letters, intake forms, questionnaires, etc.) that will facilitate the long-term care planning process/representation. Presented by Howard S. Krooks, and Bridget O' Brien Swartz
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