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Scott Levin
Explore sophisticated trust structures that go beyond basic estate planning documents in this advanced session. Participants will discover the strategic implementation of Medicaid…
Lauren Clough
Families are turning to their advisors with tough, deeply personal questions: “How can Mom age in place safely?” “When is it time to consider senior living?” “What do we do if Dad…
Navigating the complexities of long-term care can be challenging. When clients are facing an immediate care need and did not do any pre-planning, they may think there are no…
In this course, you will gain a thorough understanding of the myriad of options available to your clients when they are exploring senior living options. You will learn about all…
Navigating the complexities of long-term care can be challenging. When clients are facing an immediate care need and did not do any pre-planning, they may think there are no…

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