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Role of Public Benefits in Estate Planning (teleseminar)
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When: 08/10/2016
1:00 PM to 2:00 PM
Where: United States
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.

1 CLE hour

First Run Broadcast: August 10, 2016
1:00 p.m. (60 minutes)

As the federal estate and gift taxes recede as a planning consideration for estates under a certain size, the role of expanded public benefits – Social Security, Medicare, Medicaid, and other government benefits – plays an increased role as clients and their attorneys plan their estates to provide long-term and fund rising health care costs into old age. Though eligibility for some benefits – such as Medicaid – is limited to the very poor, other substantial benefits are not means-tested and available to clients of estates of every size and may play an important role in planning for many middle class and upper-middle class clients.  This program will provide you a real-world guide to eligibility for various public benefits programs for clients with variously sized estates and how those benefits can be incorporated into estate plans for a range of clients, providing long-term income and funding health care.  

• Role of Social Security, Medicare, Medicaid and other public benefits in client estate plans 
• Substantial impact of public benefits in plans of middle class and upper-middle class clients 
• Eligibility of standards and planning to maximize benefits at retirement 
• Leveraging benefits to fund long-term income and long-term health care
• Integrating benefit programs into larger estate plans 


John Campbell is a partner in the law offices of John J. Campbell, P.C. in Denver, Colorado, where he has an extensive elder law practice focusing on planning for public benefits and estate planning for the elder and special needs clients.  He is a member of the National Academy of Elder Law Attorneys and the author of “The Complete Medicare Set-Aside Training Course Book,” which is available on his firm’s web site.  Mr. Campbell has written extensively and spoken nationally on elder law and estate planning.  Mr. Campbell received his B.S., magna cum laude, from the University of Missouri and his J.D. from the University of Missouri – Columbia.

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