"Life planning" involves creating plans for your assets, as well as outlining preferences for how you wish to be supported in the event that your decisional capability changes. Life planning tools include wills, trusts, health care proxies, living wills, transfer on death deeds and other will-substitutes. These tools promote self-determination and ensure that the wishes of older adults are affirmed even after their death.

While life planning includes putting plans in place for distribution of assets after death, it can also help older adults during their lifetime to help preserve housing and economic security, as well as put mechanisms in place that can avoid unnecessary guardianship and conservatorship.

This training will discuss how life planning services can benefit older adults and how to take a person-centered approach to traditional estate planning and preservation of generational wealth.

Presenters will cover:

- How life planning can support housing stability, economic security, and preserve the wishes of older adults;

- The various tools and instruments for life and succession planning, as well as the processes and procedures for probate and administration of a decedent's estate, and non-probate assets;

- How legal services providers can contribute to this work and develop opportunities for pro bono partnerships; and

- Strategies for engaging in conversations with older adults about the need for life planning services.

Presenters:

- Odette Williamson, National Consumer Law Center

- Danaya Wright, University of Florida Levin College of Law

- Tina Smith Nelson, Legal Counsel for the Elderly

Presented by the National Center on Law and Elder Rights.

Free registration.