Are you kept up at night worrying about how you will pay for yours or your family member’s long term care needs in assisted living or nursing homes? Do you fear running through your savings to pay for this? Join the NCACPA Financial Planning Networking Group on Tuesday, December 5 from 12:00 pm -1:00 pm, as Caroline Knox, a North Carolina attorney who has earned the designation of Board-Certified Elder Law Attorney (CELA) by The National Elder Law Foundation, returns to our group to review strategies to protect asset and access available benefit programs. This is a critical topic that concerns many of our clients, our family members, and ourselves as we age. There are special considerations and estate planning tools any time someone gets a diagnosis of a condition which make it more likely they may need long term care.
The Zoom access link will be provided in the confirmation email. This event is planned and hosted by NCACPA’s Financial Planning Networking Group. *This is a non-CPE event
To register: Please sign up online or contact Experience Support at [email protected] or 800-469-1352.
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About the speaker:
Caroline Knox, CELA
Caroline Knox advises clients on matters relating to guardianship, Medicaid, and other public benefits planning. She advises clients how to best manage and preserve their assets to enable a spouse in a nursing home to qualify for benefits and a surviving spouse ultimately to pass an inheritance onto future generations.
Caroline’s practice is centered around estate planning and administration, elder law, and guardianship. With an emphasis on special needs trusts and other planning tools for clients with disabilities and children with special needs, she routinely helps clients who would otherwise be disqualified from public assistance shelter and preserve assets for supplementing care provided by Medicaid and Social Security.
Caroline received her bachelor’s degree from The College of William and Mary and her Juris Doctor from Wake Forest University. She is a member of the National Academy of Elder Law Attorneys, North Carolina Bar Association, Elder & Special Needs Law Section Membership Committee, and the North Carolina Board of Legal Specialization, Board Certified in Elder Law.
Questions? Please contact NCACPA Engagement Coordinator, Mackenzie Williams, at [email protected] or 919-469-1040.