Community based education forums and CE for Professionals

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lunch and Learn opportunities


For more information on how to book an Elder and Generational Planning workshop for your company, church or civic group contact: David Yates

Elder and generational planning challenges and solutions

Each session is approximately 45 minutes and includes case examples, syllabus and planning guide -- along with question and discussion opportunities.. Part 3 is moderated by an attorney specializing in estate law.

PART  1 - "Awareness, Crisis and resources"

PART 2 - "Planning, Benefits and Transition"

Part 3 - "Legacy, legal and succession" 

“Elder Planning Solutions – Preserving the Legacy” and "Essential Estate and Trust Planning", is a 4 hour CE course presented in two parts: 

Elder Planning Solutions will review the planning examples of a retired school superintendent, a working couple and an elderly widow confronted with the unexpected challenges of paying for chronic care in the face of a critical life event. Follow their progress step by step as a plan is implemented to protect the family home and retirement savings, access long term care benefits and provide for heirs.

Essential Estate and Trust Planning is moderated by an attorney, and will continue with legal insights and planning examples that address common myths and pitfalls associated with planning for heirs, protecting the homestead and designating representatives. There is also vital information on planning strategies on how to protect assets and the family home in the face of a critical life event. Learn the importance of obtaining legal advice from a qualified attorney on matters related to Medicaid and VA care benefits.
This forum includes an overview of long term Medicaid and Veterans Aid & Attendance benefits qualification rules and strategies – and additional planning tips that address budgeting for home care, Aging in Place, parenting the parents, preventing financial exploitation and elder abuse, Medicare, personalized medicine, Viatical settlements, end of life planning, Grief counseling, estate tax issues, essential legal documents, Incapacity, Homestead protection, Trust and succession planning.

General Information:

These workshops are offered to CPA's. Both presentations offer valuable financial insight and building blocks to assist your clients with protecting the family home and retirement assets from the devastating costs of long term care – and carry on a family legacy that will be cherished and honored for years to come. Course materials available for download are: Elder Planning Syllabus, Vital Document Organizer, Power of Attorney handbook, LCP White Paper, Guide to Living Benefits, and Legal Treatise. 

Texas Board of Accountancy CPE Sponsor No: 010263  
Course numbers: EPS2015 and TEP2015

Download the Syllabus and workshop documents here: