2025 Update on Elder Law and Ancillary Matters

Anthony B. Ferraro, BS, MS Tax, CPA, JD
Attorney, Estate & Trust and Asset Protection
Robbins DiMonte, Ltd.

Register Today!

Learn about the latest updates and strategies in elder law, featuring critical topics such as Medicaid planning for long-term care, senior estate planning, and new Illinois legislation effective January 1, 2025. This comprehensive session will also cover guardianship updates, attorney ethics, financial exploitation, and emerging trends in long-term care planning. Don’t miss this opportunity to stay informed on key legal developments impacting seniors and their loved ones.

Learning Objectives (intermediate level of complexity)
After attending this meeting, attendees will be able to:

• Explain the usage of annuities in Medicaid crisis planning for long-term care.
• Recommend Medicaid long-term care asset protection for disabled, aging and senior clients.
• Explain tax sensitivity and certain assets of asset protection planning.
• Explain planning for estate and asset protection and compare strategies for preplanning, wait-and-see planning, crisis planning, and which is appropriate for your clients.
• Compare traditional estate planning and senior estate planning and identify if they are relying on the proper estate planning documents.
• Identify relevant Illinois legislation that became effective January 1, 2025
• Recognize the distinctions about your client’s mental capacity such as clinical capacity and legal capacity.
• Explain the basics of Guardianship and its impact on your clients.
• Identify some emerging trends for your client in long-term care planning
• Recommend protective actions in dealing with financial exploitation and abuse for clients and the implications for practitioners. 

The meeting will be held in the 5th-floor conference room, Suite 500 in the Greenspoint Office Park building at 2800 W. Higgins Road, Hoffman Estates. Don't miss this chance to stay ahead of the evolving economic environment!

Program Schedule

• 7:15 am – Check-in/Breakfast
• 7:50 am – Welcome/Introductions
• 8:00 am – Presentation and Q&A
• 9:00 am – Announcements and Adjournment

Registration
Registration closes on Friday, February 14. An email with a link to download the handout will be sent before the meeting.

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