What Conveyancers Need to Know When Elderly Clients Buy Property
Become conversant in basic estate planning concepts to help clients flag potential estate planning issues and seek qualified counsel in a timely manner
- Product Number: 2240157P01
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CLE Credits, earn up to:
1 substantive credits, 0 ethics credits CLE Credit Note -
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Product Description
Product Description
Representing elders in a property purchase can raise complex questions. Irrevocable trust planning for a primary residence or vacation home can be critical for the family’s financial future should the elder need to enter a nursing home and qualify for Medicaid benefits. Ensuring that the elder has a properly drafted durable power of attorney can avoid the expense and delay of a protracted conservatorship proceeding in court when an elder’s home needs to be sold or transferred after incapacity has struck. Simply asking if the elder has a will can avoid the necessity of an additional court proceeding for the personal representative to obtain a license to sell the property after the elder’s death. Conveyancers need to be conversant in these concepts to help clients flag potential estate planning issues and seek qualified counsel to address them in a timely manner.
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Agenda
Agenda & Materials
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9:30am - 9:35am
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12:40 - 12:45 pm
When Elderly Clients Buy Property: Types of Homesteads
on demand video Add to CartChanel M. Braden, Bechtel Corporation , Reston
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12:45 - 12:55 pm
When Elderly Clients Buy Property: Planning for Estate Tax
on demand video Add to Cart -
12:45 - 12:55 pm
When Elderly Clients Buy Property: Planning for Estate Tax
on demand video Add to Cart -
9:35am - 10:30am
26th Annual Paralegal Conference 2024: Ethics
on demand video Add to CartJoseph S. Berman, Esq., , Boston
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10:30am - 10:40am
Networking and Refreshment Break
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10:40am - 11:30am
26th Annual Paralegal Conference 2024: Remote Online Notarization
on demand video Add to CartNoel M. DiCarlo, Esq., Warshaw, DiCarlo and Associates, PC , Boston
Dale Hardy, JD, Proof , Boston
Francis J. Nolan, Esq., Salem Five Bank , Salem
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11:30am - 12:15pm
26th Annual Paralegal Conference 2024: Corporation Transparency Act
on demand video Add to CartChanel M. Braden, Bechtel Corporation , Reston
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12:15pm - 1:15pm
Lunch (on your own)
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1:15pm - 2:00pm
26th Annual Paralegal Conference 2024: Wire Fraud/Cyber Security
on demand video Add to Cart -
2:00pm - 2:45pm
26th Annual Paralegal Conference 2024: Employment Law Discrimination
on demand video Add to Cart -
2:45pm - 3:30pm
26th Annual Paralegal Conference 2024: The Ethics of Generative Artificial Intelligence
on demand video Add to CartKathleen M. Heyer, Esq., Pierce Atwood LLP , Boston
Robert K. Hopkins, Esq., Phillips & Angley , Boston
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3:30pm - 3:45pm
Networking and Refreshment Break
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3:45pm - 4:30pm
26th Annual Paralegal Conference 2024: Cultural Competence as a Foundation for Diversity, Equity, and Inclusion Initiatives
on demand video Add to CartSybil Taylor Aytch, Quarles & Brady LLP , Phoenix
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- Faculty