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Creating Innovative, Cutting Edge Long-Term Care Planning Designs for Clients

Recorded: December 21, 2017
Presented by Lou Pierro, Esq., 
Pierro, Connor, & Associates and ElderCounsel Principal, and
Robert Vandy, CLU, ChFC, LUTCF, CLTC, V.P. 
Duration: 87 minutes

Are you an elder law, trusts & estates or special needs planning attorney who would like to draft client plans with the ultimate in planning flexibility?

If you answered “yes,” you’ll want to join us for this informative webinar where we will provide state of the art planning ideas that most in our respective fields are NOT yet aware of.

In this webinar, Robert Vandy and Louis Pierro will address topics such as: 

  • A brand new trust document, Parental Protection Trust™, created EXCLUSIVELY for ElderCounsel members
  • Some of the newest Insurance planning designs on the market today, and how many of those designs can address client concerns around rate stability, the “use it or lose it” nature of LTCI, all while providing liquidity and flexibility in a combined Trust-Insurance structure
  • Providing a structure that allows for efficient cash management in a care situation, efficient cash flow and ROI in an Insurance design, and the potential to create a 100% asset-protected quasi-“Partnership” planning structure
  • How attorneys and insurance/financial professionals can be networking and working together to provide more innovative planning solutions to their clients than ever before

For more information, be sure to listen to Parental Protection Trust™ from Symposium 2017, presented by Brian Albee, JD, and Lou Pierro, Esq, ElderCounsel, LLC

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