The primary objectives of estate planning are to provide for the orderly disposition of a person’s assets in accordance with their wishes; and to legally avoid paying any unnecessary taxes on the assets prior to them being passed on to beneficiaries. It is useful for persons who are professionally advising or working with seniors (and their families) to at least have a basic understanding of this process as it relates to both advance planning for and the use of care and associated assets prior to death, as well as regarding charitable giving. Subjects will include probate, revocable and irrevocable trusts, special needs trusts, estate and gift taxation. The goal of this program is not to train you to give estate planning advice, but rather to give you the knowledge you need to know when to refer your clients to an elder law attorney.
IN VIRGINIA :
This session will be taught by Bill Fralin, Esq. Bill founded The Estate Planning & Elder Law Firm, P.C. in 1994. He is also an accredited attorney for the preparation, presentation and prosecution of claims for veterans benefits before the Department of Veterans Affairs (VA). Bill limits his practice to life care planning for seniors, elder law, Medicaid, public benefits eligibility asset protection, care review and advocacy, and estate & incapacity planning.
Bill is one of only 20 attorneys practicing in Virginia, Maryland and the District of Columbia certified in elder law (CELA) by the National Elder Law Foundation. He was named in 2004, 2007 & 2009 in Washingtonian magazine as one of the top elder law attorneys in the region. Also, he was named in 2007 Super Lawyers magazine as one of the top 100 attorneys in Washington, DC region and was named in Virginia Business magazine as one of the top 50 attorneys in the state of Virginia. Additionally, Bill has been listed in Washington DC Super Lawyers magazine from 2007-2010, Virginia Super Lawyers magazine 2006-2009, and Virginia Business magazine, Legal Elite 2004-2009. In 2003, Bill attained the rating of “AV” from the Martindale Hubbell Law Directory, the highest rating available for legal abilities and ethics. Since 2006, Bill has been listed in The Bar Register of Preeminent Lawyers. Mr. Fralin lectures frequently on topics relating to life care planning for seniors, elder law, asset protection and preservation and estate and incapacity planning.