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Elder Law Section Meeting: Stretching Your Client's Dollars in Assisted Living Facilies (SEL171205)
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When: Tuesday, December 5, 2017
6:00 p.m. - 8:45 p.m.
Where: The Graduate Club
155 Elm Street
New Haven, Connecticut 
United States
Contact: Member Service Center

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Stretching Your Client's Dollars in an Assisted Living Facility

Presented by the Elder Law Section

CLE Credits:
*CT: 1.0 CLE Credits
*NY: 0.0 CLE Credits

Presenter:  Amy E. Orlando, Esq. Amy E. Orlando is an attorney with the Law Offices of Amy E. Orlando, LLC, with offices located in Cheshire and Farmington, where she practices in the areas of elder law, estate planning, probate and special needs. Amy is the President of the National Academy of Elder Law Attorneys Connecticut Chapter (CTNAELA). She is a member of the Board, and on the Trust Committee for, PLAN of CT, a non-profit serving as Trustee for Special Needs Trusts. Amy has been appointed to the Executive Committee, and also sits on the Continuing Legal Education Committee of, the Connecticut Bar Association Elder Law Section. She is an Accredited Attorney and Federal Fiduciary for the Veterans Administration. Amy is a graduate of Wake Forest University and Suffolk University Law School.

Program Description: 
Many of our clients view the opportunity to live in an Assisted Living Facility (ALF) like spending time in a four-star-hotel compared to the prospect of living in a nursing home when their funds are depleted. Therefore, clients often ask if there is a way to stretch their dollars to be able to stay in the ALF longer. We will work through case examples involving gifting, both with and without the need for Probate Court permission, in order to preserve assets to lengthen the stay at the ALF. Sample language, from what to explain in the engagement letter, the calculations and explanations for transfers to the Intentionally Defective Grantor Trust, the PLAN of CT Application and the Probate Court Applications when needed, will be provided.

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*CBA Members:  To receive credit, sign the attendance verification form at the meeting, and your credits will be automatically logged to your Professional Development Journal. If you do not attend the full program, do not sign the form. For partial credit, you will need to enter your time by the tenth of an hour into your Professional Development Journal. 



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