Product Description

To be a truly comprehensive estate planner one must have a good working knowledge of the insurance industry and its related products, including long-term care insurance. Long-term care insurance, while not appropriate for every client or every situation, can be a very valuable resource under the right circumstances. Join us as we discuss the different client scenarios that may trigger considering this type of insurance product, as well as provide an overview of the various types of long-term care insurance policies currently available in the marketplace, how they work, and how to responsibly help clients with an assessment of whether meeting with an insurance professional to review long-term care insurance options may be advisable. 

Agenda & Materials

• 9:30 - 9:40 am

  Current Long-Term Care Costs in Massachusetts

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  Paul B. Collard, New York Life Insurance Company , New York
  Laurel M. Millette, Esq., Transitions Law LLC , Concord
  Edward S. 'Ted' Ritchie, True North Financial Partners LLC , Waltham
  
• 9:40 - 9:50 am

  Identifying Estate Planning Clients Who May Benefit from Long-Term Care Insurance

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  Panel
  
• 9:50 - 10:00 am

  Long-Term Care Insurance v. MassHealth/Medicaid Planning—What’s Covered and Not Covered by Government Programs

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  Panel
  
• 10:00 - 10:10 am

  Why It Is Important to Have a Long-Term Care Strategy

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  Panel
  
• 10:10 - 10:20 am

  Key Questions to Consider Before Creating a Strategy

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  Panel
  

Please Note

MCLE on demand programs are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only through a link included on the on demand program page.

Faculty