Keith Huffman will present on “Keeping the Gold During the Golden Years” at the Indiana Bankers Association Mega Conference on Wednesday, May 2, 2018 in Indianapolis, Indiana. Dealing with elderly clients requires a fiduciary to wear many harts: social worker, case manager, mediator, grief counselor and estate planner. This presentation will cover some of the diverse factors to consider when consulting with an older client. Topics will include caring for clients whether in their home or a nursing home, recent changes in the health care consent laws and scope of treatment laws, as well as a special needs trust. Finally, we will cover the new Medicaid Estate Recovery rules, and how these rules will change estate administration and banking practices.
Please visit https://indianabankers.org/mega-conference-2018 for registration information.