We were pleased to present two different breakout sessions at the 2008 Genworth Financial Convention in Las Vegas. Blooma Stark discussed "Planning for Your Clients, Their Parents - and Your Parents, Too "- an engaging look at the legal and practical issues we confront when caring for our aging loved ones. Howard Sosnik and Gary Altman lead sessions on "Strategies for Keeping What You Have," with a focus on solving the problem of protecting your clients' assets.
The materials used at the sessions can be easily accessed by clicking the links below. We encourage you to use this information in better serving your clients. Please feel free to contact the presenters with any questions.
A seminar on Elder Care was held on November 27, 2007 at the Genworth Financial office by members of the Chicago Attorney Alliance firm, Aronberg Goldgehn Davis & Garmisa. Blooma Stark gave a presentation entitled "Qualifying for Medicaid Coverage while Protecting Assets" and Mary Hays spoke about "Estate and Financial Planning for the Elderly Client."
Please feel free to use these tools as reference materials in your practice. The "Seven Habits of Highly Effective Estate Planners" and the "Medicaid: Frequently Asked Questions" handouts outline principals discussed in our presentations at the 2007 Genworth Financial Convention in Washington, D.C. Additionally, the Questionnaire is a great way to keep track of items to discuss with your clients to ensure that a comprehensive estate plan is in place.
We encourage you to take a look at these documents and see if this information might benefit some of your clients. If you have any questions at all, please contact Nate Lichtenstein at Aronberg Goldgehn.