Free Webinar: Life Planning Strategies for Supporting the Needs of Older Adults and Their Families
When: Wednesday, December 18, 2024
11:00am–12:15pm P.T./2:00-3:15pm E.T.
“Life Planning” involves creating plans for your assets, as well as outlining preferences for how you wish to be supported in the event that your decisional capability changes. Life planning tools include wills, trusts, health care proxies, living wills, transfer on death deeds, and other will-substitutes. These tools promote self-determination and ensure that the wishes of older adults are affirmed, even after their death.
While life planning includes putting plans in place for distribution of assets after death, it can also help older adults during their lifetime to preserve housing and economic security, as well as put mechanisms in place that can avoid unnecessary guardianship and conservatorship.
This training will discuss how life planning services can benefit older adults and how to take a person-centered approach to traditional estate planning and preservation of generational wealth.
Presenters will cover:
- How life planning can support housing stability, economic security, and preserve the wishes of older adults;
- The various tools and instruments for life and succession planning, as well as the processes and procedures for probate and administration of a decedent’s estate, and non-probate assets;
- How legal services providers can contribute to this work and develop opportunities for pro bono partnerships; and
- Strategies for engaging in conversations with older adults about the need for life planning services.
Presenters:
- Odette Williamson, National Consumer Law Center
- Danaya Wright, T. Terrell Sessums and Gerald Sohn Professor in Constitutional Law, Director of the Center for Governmental Responsibility, University of Florida Levin College of Law
- Tina Smith Nelson, Sr. Managing Attorney, Legal Counsel for the Elderly
The webinar will take place on Wednesday, December 18, 2024 at 11:00am P.T./2:00pm E.T. and will run for 75 minutes.
We use the Zoom webinar platform for our trainings. See below for more information:
- Capacity for this session is limited to 3,000 participants. Please be sure to log onto the webinar a few minutes early in order to secure your place for the live presentation on Zoom.
- Closed captioning will be available.
- The presentation will be recorded and available for later viewing. The recording and training materials will also be emailed to all registrants within a few days after the training.
- All participants will have the option of accessing audio through the computer or by phone.
- This Zoom webinar is structured so that all participants are muted and off camera. We are unable to receive any communication from participants via the chat or answer raised hands. Questions are taken through the Q&A function. If you are unable to use the Q&A function, our inbox, ncler@acl.hhs.gov, is monitored throughout the webinar and you can email us with any questions or technical difficulties.
- If you would like to request ASL interpretation or have other accessibility related questions, please email ncler@acl.hhs.gov at least one week in advance.
- Zoom Registration Update: For security reasons, when you register for a webinar, the join link will no longer be displayed on the confirmation page of your web browser. Instead, you will find the join link in the email confirmation, which will be sent to you as usual. If you don’t receive an email from Zoom, check your junk folder, and add Zoom to your list of approved senders.
We are unable to offer CEU’s or other certifications. Thank you for understanding.
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