Presented by the CT Bar Institute
About the Program
Effective long-term care planning requires a coordinated approach that addresses both legal safeguards and funding strategies. Attorney Mark Dost of Chipman Mazzucco Emerson, LLC will examine advanced estate and elder law techniques for protecting assets from the escalating costs of care, including the use of trusts, transfer strategies, and practical considerations in navigating Medicaid (Title 19) eligibility and compliance. He will also discuss common pitfalls and recent developments impacting planning in Connecticut.
Adding a complementary perspective, Gordon Brown, FSCP®, CLTC® of Green Wealth Management Group will review the financial and familial realities of long-term care, emphasizing how insurance-based solutions can integrate with legal planning. He will present case studies on structuring personalized plans of care, funding approaches that reduce reliance on spend-down strategies, and methods to preserve client legacy goals while ensuring continuity of care.
You Will Learn
• How to identify key estate planning tools used to safeguard client assets from long-term care expenses
• About Medicaid (Title 19) eligibility requirements, transfer rules, and recent developments affecting planning in Connecticut
• How to recognize common pitfalls in long-term care planning and strategies to mitigate associated risks
• To evaluate how insurance-based funding solutions can complement legal planning to provide comprehensive client protection
• About applying interdisciplinary approaches that align asset protection, legacy preservation, and client care objectives
Who Should Attend
Estates & Probate and Elder Law practitioners.
Cost
(Includes electronic materials)
Solo/Small Firm and Young Lawyers Section Member $25
Member $35
CLE Pass Holder $0 (you must have purchased the CLE Pass to register as a CLE Pass holder)
Student Member $0
Non-Member $70
Please log into your account to receive CBA member pricing.
Financial hardship information is available upon request.
CT: 1.0 CLE Credits (General)
NY: 1.0 CLE Credits (AOP)
The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for newly admitted and experienced attorneys CLE credits.
Attorneys seeking NY CLE credit who have been admitted to the New York State Bar for two years or less must attend the live seminar for skills or ethics credit, a fully interactive videoconference, or simultaneous transmission with synchronous interactivity. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. For further information please see the NYCourts.gov page on CLE: http://ww2.nycourts.gov/attorneys/cle/index.shtml. Financial hardship information is available upon request.
If the seminar is recorded, all member registrants will receive complimentary access to the recording approximately six weeks after the program.
Please note that refunds will not be granted once course materials have been sent.
Cancellations made less than 2 business days prior to event are non-refundable.
Closed captioning will be available during the seminar presentation for virtual attendees.
Register at ctbar.org, e-mail msc@ctbar.org, or call (844)469-2221.