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Calendar

12/9/2016
Advanced Google Search for Lawyers (Webinar)

12/9/2016
The Ethics of Bad Facts: The Duty to Disclose to the Tribunal (Telephone)

12/9/2016
Ethics and Drafting Effective Conflict of Interest Waivers (Telephone)

12/10/2016
The 2016 Ethy Awards (Webinar)

Health Care Issues in Estate Planning (Telephone)
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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.

5/9/2016
When: Monday, May 9, 2016
12:00 PM - 1:00 PM

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MCLE Accreditation
Nebraska Activity #123671, 1.0 hour CLE

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 Pittsburgh and his J.D. with honors from George Washington University Law School.



To Register:
Cost $89.00

http://ne.webcredenza.com/catalog.aspx?browse=ViewProg&catid=22483

  • Click on abo9ve link
  • Click “Login to add to cart” button at the bottom of the program page
  • This will take you to the log in page, FIRST time users will need to create a user name and password that is separate and distinct from any information you may have used for the Nebraska State Bar website
  • Please be sure to use the attorney name and contact information of the person who is to receive the CLE credit
  • Once completed click “Update & Proceed to Payment”
  • The final step is to click “Submit Payment”
  • At this point you will receive an email confirmation of the purchase
  • The day before the Program you will receive the dial in information and program materials
  • We will submit the program participation information to the Nebraska State Bar Association within 48 hours of the program completion

If you need additional information on your CLE credits please contact:
Sara Weber, Nebraska State Bar Association
(402) 475-7091 ext # 131; sweber@nebar.com

Nebraska State Bar Association, 635 S. 14th St., Suite 200, Lincoln, NE 68508
(402) 475-7091; Toll Free (800) 927-0117; FAX (402) 475-7098