National Association of Estate Planners and Councils

NAEPC Webinar: Help Your Clients Keep Control of their Lives and Money if they Become Incapacitated in Later Life (Or in Their Younger Years)

Presented by National Association of Estate Planners & Councils

Wednesday, June 14, 2023

3:00pm - 4:00pm ET

Speaker: Louis W. Pierro and Prof. Peter J. Strauss

Americans are aging dramatically. The 2020 census shows 16.8% - 56 million - are over 65. Six million of us are over 85, and over 100,00 are over 100!  Science and medical miracles are creating a growing population of the “oldest old.”   That’s the good news.

But the bad news is that at age 85, 50% of all older Americans need significant assistance in daily functioning. No speed walking, hiking or golf for them. Many cannot feed, dress, bath or toilet themselves, or pay their bills without assistance caused by stroke, Parkinson’s disease, ALS or dementia - requiring costly full-time care to assist in performing “activities of daily living” (ADLs). This care is considered to be “custodial” not “skilled,” costs not covered by Medicare. Individuals often become impoverished.  So how do we pay for long-term care?

At-risk seniors face other problems, not just financial ones.  Who manages financial affairs if a client is incapacitated?  Who makes health care decisions?   Who decides whether treatment at the end of life, such as tube-feeding, invasive surgery, or kidney dialysis, should be provided or withheld?  How can an incapacitated client ensure decision makers will carry out his or her wishes?

Unfortunately, most clients have not executed the necessary advance directives to manage financial affairs or make health care decisions. Elder Law is the law practice specialty that focuses on solutions to these problems: “life planning,” creating a legal structure to be managed by trusted fiduciaries who can protect the client’s autonomy to the greatest extent possible.  

You are invited to attend this webinar to learn about effective and practical legal planning for later life and how Louis W. Pierro and Peter J. Strauss, elder law attorneys at Pierro, Connor & Strauss, LLC, advise clients regarding the issues of aging and incapacity, the legal documents and strategies to meet these challenges and ways to protect assets and pay for long term care.

 

Louis W. Pierro, Esq., is the Founding Partner of Pierro, Connor & Strass, LLC, a law firm with offices in New York City, Albany and additional locations in New York, Florida, New Jersey and Massachusetts. His Firm serves clients in the areas of Estate and Trust Planning, Estate and Trust Administration, Estate and Trust Litigation, Business and Tax Planning, Elder Law and Special Needs Planning. Mr. Pierro is also a Founder of ElderCounsel, a national membership organization of Elder Law and Special Needs law firms, where he now serves as a consultant. It provides proprietary document drafting software and education to over 1400 member firms in 50 states. He is currently a member of the National Academy of Elder Law Attorneys; the American Bar Association, Probate and Trust Section; the NYS Bar Association Trusts and Estates (past Chair, Committees on Taxation and Estate Planning) and Elder Law Sections (past Chair); and the Albany County Bar Association.

 

Peter J. Strauss, Esq., Senior Partner, Pierro, Connor & Strauss, LLC. Mr. Strauss is a pioneer in the Elder Law movement with special expertise in the legal problems of aging and persons with disabilities, end of life issues and the capacity of persons with disabilities to execute legal documents with respect to health care. He is a founding member of the National Academy of Elder Law Attorneys, a Fellow of the American Academy of Trust and Estate Counsel (ACTEC) and Distinguished Adjunct Professor of Law at the New York Law School, where he teaches Elder Law and is director of the guardianship clinic. He has been selected by his peers for inclusion in the 2023 edition of The Best Lawyers in America for three practice areas: Elder Law, Litigation - Trusts and Estates, and Trusts and Estates; it is his 15th year of this recognition. He is the 2022 recipient of the National Academy of Elder Law Attorneys "Theresa Award," given annually by the Theresa Alessandro Russo Foundation to recognize an attorney for outstanding achievements, efforts and advocacy for individuals with disabilities. Mr. Strauss was also the recipient of the New York State Bar Association “2019 Attorney Professionalism Award,” given to one attorney in the State each year.

REGISTER HERE for the individual program. To purchase the 2023 webinar series, please click HERE.

See all upcoming and previous webinars

The Robert G. Alexander Webinar Series

The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education.  Programs typically take place on the second Wednesday of each month at 3:00 pm ET. 

Not able to attend on the live date and time? 
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.


Fees 

Registration is available for individual webinars or by purchasing a yearly series subscription, which offers access to all of the programs scheduled during the calendar year for one discounted fee.    

Individual Series Type
$40 $280 ($360 value) Accredited Estate Planner® designee or Estate Planning Law Specialist certificant
$40 $280 ($360 value) Student (available to a student who is enrolled either full or part time in an undergraduate or graduate program, majoring in the disciplines of legal, accounting, trust, insurance/financial planning, or philanthropy)
$60 $420 ($540 value) Member of an affiliated local estate planning council or at-large member of NAEPC
$100 $700 ($900 value) Non-member
$250 $1,125 ($2,250 value) Council meeting / group gathering (one feed to be shown in a single location to a group that has gathered together)
Additional feeds available for $25 per feed per webinar by contacting us after the initial registration.

To Register

  • Individual Program:  Click on "register here" on the page associated with the program you will be attending live or on-demand. ‚Äč
  • Series Subscription: REGISTER FOR THE SERIES.  We will send you an email after your registration has been processed with instructions about how to obtain log-in credentials for each program.  

For Our Councils

NAEPC understands that councils want and need compelling virtual programming options to supplement their regular calendar of events. To accommodate this need, NAEPC is offering affiliated councils on-demand* access to any four webinars for a reduced cost of $400. Choose the "Pro-Rated Group Gathering" option on the online registration form and we will contact you promptly for your selections and to provide the program links and accompanying materials.  

Councils that wish to offer continuing education credit must become the provider with their state and/or governing body.

*NAEPC will provide a website link and password to the recorded version of each webinar you choose, which can be used to show the program to council members and guests who have gathered together in person or on a virtual meeting. Please allow up to three business days after the live webinar to receive the link to the recorded program. 


Continuing Education Credit

Continuing education credit is available at most webinars for Accredited Estate Planner® designees.  In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.  Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availability of credit. 


Event Conduct Policy

By registering, all attendees agree to follow the NAEPC Event Conduct Policy at each webinar.


Questions  

Download the handy webinar FAQ page, email us, or phone the national office at 866-226-2224.