With concerns about new tax laws and the likelihood of disability in our aging population, the Foundation for Senior Care is co-hosting an educational seminar for local seniors as well financial planners and real estate professionals with California Estate and Elder Law attorney Scott Stewart, Esq. on February 13 from noon until 1:30. It will be held at the Christ the King Church located at 1620 S Stage Coach Ln. in Fallbrook.
While there is no cost for the seminar, registration is required since space is limited and lunch will be provided. To register, go to SCInstitute.org/FSC or call 760-723-7570.
Attorney Scott Stewart is one of California’s leading elder law attorneys, focusing exclusively on educating and helping seniors, their families as well as advisors and other professionals navigate through the changing laws and complexities involved in long-term planning for families and business owners.
“Estate Planning isn’t what it used to be about,” Stewart explains. “People have always been concerned about avoiding estate taxes or more commonly called “death” taxes” and that isn’t the case now. The majority of seniors are going to need help with their long-term care and that’s one of the important elements estate plans need to be considering. Reading over their estate plans is something that needs to happen at every life change, whether that is a marriage, divorce, birth, death, diagnosis or any legal change. Financial planners, real estate and other professionals who work with families and small businesses need to stay current with changing laws that may impact their clients’ long-term plans. This seminar will help them do that.”
The Foundation for Senior Care Advocate Ashley Hancock will also be available to at the seminar. “Many seniors and planning professionals are unaware of how advocates and others at the Foundation can assist the community’s aging residents,” Hancock said. “I’m happy to talk to anyone at the seminar about all the ways we can help clients. Hosting this seminar is just one way we reach out to the community. We host seminars such as this one to help everyone plan for aging and health-related issues. Dementia is a major concern, for example. In most cases, dementia patients have failed to plan for the possibility of ever becoming impaired. Even young families need to know about the legal documents necessary in case of sudden accidents. Today’s HIPPA laws, for example, prevent family members from knowing a loved one’s health record without advanced written authorization from the patient. This seminar will help inform the community about the key legal issues and documents they need.”
Other elder law planning sessions will be offered later in the year on June 10, August 13 and November 12. Those seminars will focus on caregiver economics, essential documents, and surviving spouse issues. To learn more about the topics and dates of the seminars, go to: foundationforseniorcare.org and click on the “Events” bar.
The Foundation for Senior care is a 501© (3) non-profit organization that serves the needs of seniors and disabled adults in Fallbrook. It provides transportation services, offers adult day care services at “The Club”, senior advocacy and a computer learning center. The Foundation depends on business and individual donors to provide these essential services to the community. It is located at 135 S. Mission Rd. in Fallbrook, CA. Tax ID 95-3389263.