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The 5-Year Lookback Period – It’s all that it’s cracked up to be!

Recorded: October 27, 2016
Presented by Scott Selis, Esq., 
Chiumento Selis Dwyer P.L.
Duration: 58 minutes

This program is ideal for attorneys that are familiar with the lookback period but who want to understand how to deal with the problem during a client’s crisis. Join us as we, first, re-visit the lookback rule and then learn what you need to know to effectively help your client who may encounter long term care needs during the lookback period.

Topics Covered: 

  1. What is the “Lookback” Period?
  2. Strategy Outside of & Possibly Within the 5-Year Lookback Period
  3. Strategy Within the 5-Year Lookback Period a/k/a “Crisis Planning”
  4. Tax & Other Considerations
  5. ElderDocx/ElderCounsel Tools
  6. Questions

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