Vulnerable Clients and Later Life Planning – Online via Zoom

Long-term care is perhaps the greatest threat to any estate. As we live ever longer, care needs become more complex and expensive. This course helps practitioners better understand the long-term care market, how clients are assessed for means-tested benefits, and how to protect client assets.

It covers understanding means-tested benefits, protecting assets, options for those dealing with care at the point of need, and how, through will writing and estate planning, practitioners can help clients prepare for later life.