When Reporting on your SC Commission Compliance Report, please use this code: 176006ADT

To register for this live teleseminar, please click here

About the Teleseminar    

Estate planning for the elderly involves far more than the tax planning of conventional trust and 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 2 – December 15, 2017:

  • 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

About the Speakers

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.

Michael Sneeringer is an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.  Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.

Mandatory MCLE Credit Hours
This seminar qualifies for 1.0 MCLE Credit Hour, including up to1.0 Estate Planning & Probate Law Specialty Credit Hour

(Instruction Level: Intermediate)*Live Teleseminar programs are not live credit programs.  Supreme Court Commission on CLE rules allow SC Bar members to use Alternatively Delivered programming to obtain up to 6.0 hours of MCLE each reporting period.   For FAQ’s please click here.