Health Care Issues in Estate Planning

Friday January 25, 2019

Trust and estate planning for health care involves counseling clients about what are often the most difficult decisions in their life and drafting to implement those most sensitive decisions – and it’s not just for elderly clients.  There are issues of making life-and-death health care decisions many years in advance of when those decisions will be needed. There are equally delicate decisions about the appointment of trustees or conservators and planning to avoid disputes between those fiduciaries and health care providers.  Planning for long-term care – and how to fund that care – is the biggest challenge for most clients.  If clients are not carefully counseled about their choices and their decisions not carefully reflect in trust and estate documents, their most important decisions will go unfulfilled.  This program will provide you with a real world guide to the most important health care issues in trust and estate planning.

Handout Materials will be emailed to you prior to the seminar

Starts 12:00 p.m.
1.0 MCLE Credit Hours


·         Counseling clients about planning for health care decision-making

·         Tension between health care providers & trustees – areas of competence, conflict, and cooperation

·         Drafting advance health care directives & revocable trusts

·         Defining objective health care “triggers” in documentation

·         Key issues in appointing trustees, guardians & conservators

·         Availability & financing of home health care & institutional care


William Kalish, Johnson Pope Bokor Ruppel & Burns, LLP – Tampa, FL

Jeffrey M. Gad, Pope Bokor Ruppel & Burns, LLP – Tampa, FL