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Estate planning is filled with many health care issues, including end-of-life caretaking, health care decision-making, property management and more. Tensions flare among trustees, health care providers and family members at the worst possible moment – when critical decisions about the health care of the client need to be made. Choosing the right trustee, guardian or conservator, clearly drafting objective “triggers” in health care documents, and working with all stakeholders is essential to achieve your client’s most important personal goals. This program will provide you with a practical guide to the major health care decisions in estate and trust planning with an emphasis on conflict avoidance at critical stages of the planning process.
- Drafting advance health care directives, health care powers-of-attorney, living wills, and revocable trusts
- Defining objective health care “triggers” in documentation
- Key issues in appointing trustees, guardians and conservators
- Availability and financing of home health care and institutional care
- Tension between health care providers and trustees – areas of competence, conflict, and cooperation
About the Speaker
William Kalish is a partner in the Tampa office of Akerman Senterfitt, LLP. His practice focuses on advising individual clients and their families on their estate and trust plans, including wills, revocable trusts, irrevocable trusts, charitable trusts, private foundations, and limited partnerships. He also practices in probate administration, asset preservation, business succession planning for family-owned entities, and the division of business interests in the context of divorce. He is a Fellow of the American College of Trust and Estate Counsel, formerly served as chair of ABA Tax Section, and has served as an Adjunct Professor of Law at Stetson Law School teaching estate planning. Mr. Kalish received his B.A. from the University of Pittsburg and his J.D. with honors from George Washington University Law School.
Mandatory MCLE Credit Hours
This seminar qualifies for 1.0 MCLE Credit Hour, including up to1.0 Estate Planning & Probate Law Specialty Credit Hour. (Tentative)