COURSE DESCRIPTION
Part 2 moves beyond basics to tackle funding, benefits, and complex family dynamics. Learn advanced strategies for long-term care, special needs, and end-of-life planning. We also cover dispute prevention and ethical considerations when conflicts arise.
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Structure special needs trusts and preserve public benefits.
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Plan for long-term care costs and integrate insurance strategies.
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Manage contested capacity, guardianship, and surrogate disputes.
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Align beneficiary designations, titles, and care directives.
Speakers:
Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.
Michael Sneeringer is a Partner in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He is an Executive Council member of the Real Property, Probate and Trust Law Section of the Florida Bar and the Articles editor, Trust and Estate, for Probate & Property Magazine.