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Health Care Issues in Estate Planning (Teleseminar)
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Health Care Issues in Estate Planning (Teleseminar)

1 CLE hour

When: 10/08/2015
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.

Health Care Issues in Estate Planning - 1 CLE hour
Estate and trust planning can be an exercise in planning for the health care choice of clients – and not just elderly clients. There are sensitive issues of making life-and-death health care decisions many years in advance of when those decisions will be needed. There are equally delicate decisions about the appointment of trustees or conservators and planning to avoid disputes between them and health care providers.  Planning for long-term care – and how to fund that care – is also a major challenge for most clients.  If clients are not carefully counseled about their choices and their decisions not carefully drafted, their most important estate decisions will go unfulfilled.  This program will provide you with a real world guide to the most important health care issues in estate and trust planning, including common traps.  

Health care issues in estate planning – counseling and drafting issues
Drafting advance health care directives, health care powers-of-attorney, living wills, and revocable trusts
Defining objective health care “triggers” in documentation to ensure client’s health decisions  are fulfilled 
Essential issues in appointing trustees, guardians and conservators – and common mistakes
Choosing among home health care and institutional care alternatives and financing long-term care
Tension between health care providers and trustees – areas of competence, conflict, and cooperation, and practical techniques to avoid disputes


William Kalish
is a partner in the Tampa office of Akerman, LLP.  His practice focuses on advising individual clients and their families on their estate and trust plans, including wills, revocable trusts, irrevocable trusts, charitable trusts, private foundations, and limited partnerships. He also practices in probate administration, asset preservation, business succession planning for family-owned entities, and the division of business interests in the context of divorce.  He is a Fellow of the American College of Tax Counsel, formerly served as chair of ABA Tax Section, and has served as an Adjunct Professor of Law at Stetson Law School teaching estate planning.  Mr. Kalish received his B.A. from the University of Pittsburg and his J.D. with honors from George Washington University Law School.

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