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Estate Planning for the Elderly (Teleseminar)
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Estate Planning for the Elderly (Teleseminar)

2 CLE hours

6/23/2015 to 6/24/2015
When: 06/23/2015 to 06/24/2015
1:00 PM to 2:00 PM
Contact: (404) 521-0781

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One-hour CLE programs are just a phone call away
Convenient, affordable, timely and informative
An 800 number connects you to nationally recognized practice leaders who will speak on important issues and emerging trends in the law. You can also pose your own questions to the speakers. Written materials and other details are emailed in advance to pre-registrants.

Estate Planning for the Elderly - 2 CLE hours

Estate planning for the elderly involves far more than the tax planning of conventional estate planning. Elderly clients are often motivated by fears of outliving their assets, the need to make advance medical decisions about their health care, funding long-term care at home or in a nursing facility, and helping provide for the education of grandchildren.  In addition, elderly clients divorce and remarry late in life, greatly complicating planning.  There is also the increasingly pervasive challenge of working with clients with diminished capacity – or finding a way to work at the direction of their heirs or fiduciaries.  This program will provide you with a real-world guide to multi-faceted planning for the elderly, including planning with revocable living trusts, significant health care and maintenance issues, late-in-life divorces and remarriages, and working with clients with diminished capacity.  

Day 1 – June 23, 2015:

Estate and trust planning for the elderly
Issues related to client competence, undue influence, and dependence
Planning with revocable living trusts
Late-in-life divorces, remarriages, and impact on inheritance
Avoiding post-mortem disputes with family and other potential claimants

Day 2 – June 24, 2015:

Drafting advanced medical directives and the use of health care surrogates
Disability and planning for long-term care
Role of public benefits – SSI, Medicare, Medicaid – and asset protection trusts
Conservators, guardians, and property managers 
Planning for the tuition and educational expenses of grandchildren


Scott N. Alperin
is a partner in the Virginia Beach, Virginia office of Midget Preti Alperin, PC, where he has an extensive estate planning, asset protection, and wealth management practice.  He has a substantial specialty in advising elderly clients in planning for preservation and transfer of wealth, planning for long-term care, lifetime giving for the educational expenses of heirs, and the use of planning instruments to make advance health care decisions.  Before entering private practice he served as a judicial clerk for Judge Glenn T. Harrell, Jr. of the Court of Appeals of Maryland.  Mr. Alperin earned his B.A. from the University of Virginia and his J.D., magna cum laude, from the University of Baltimore School of Law.

Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.  Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.

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