Crisis Planning for the Elderly
Date: Wednesday, October 19, 2011
Time: 7:30 AM - 9:00 AM
Location: Southfork Hotel, Plano
Speaker: Lori Leu/Mick Koffend
BREAKFAST MEETING
WEDNESDAY, OCTOBER 19, 2011
(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)
SOUTHFORK HOTEL
(East side of US 75 just north of 15th Street)
RESERVATION DEADLINE: THURSDAY, OCTOBER 13
(PAYMENT MUST BE IN COUNCIL’S OFFICE BY THURSDAY, OCTOBER 13)
CRISIS PLANNING FOR THE ELDERLY
LORI LEU/MICK KOFFEND
As the population ages and the Baby Boomer generation enters retirement, professionals will find that they are called upon to assist their clients with a range of new issues, many of which fall within the realm of crisis planning. Some of these issues will include the extent to which professionals can continue to provide advice and work with clients who are showing signs of incapacity. The purpose of this presentation will be to provide information and guidance regarding how to help clients plan ahead to avoid the crisis and the potential need for guardianship. Lori Leu is an Elder Law attorney based in Plano and serving the North Texas area. Lori graduated from Kansas State University, summa cum laude, with an honors degree in Interdisciplinary Social Sciences. She then graduated from Harvard Law School, and has more than twenty-four years of legal experience. Lori now provides legal guidance and representation primarily to senior adults and their families. She has a genuine passion for helping people who are facing incapacity and long-term care needs. Lori focuses her practice on all legal issues affecting seniors and long-term care planning, including financing of long-term care, Medicaid planning, VA benefits, estate planning, guardianships, and probate. Mick Koffend, MBA, CPA, RFG is Director of Services for Accountable Aging Care. Mick jointly founded Accountable Aging Care Management with his wife, Mary, in 2002. In addition to their professional expertise, Mick has met the challenge of making difficult decisions on behalf of elder and disabled members of his own family. He brings compassion, commitment, and a highly personal understanding of the real concerns families must address to ensure the family's medical, financial, psycho-social, legal and spiritual well-being.
Continuing education credit pending for 1.0 Hour.
Membership dues do not include meals. Credit Cards are not accepted. Please complete this form, enclose a check (payable to Estate Planning Council of North Texas) and mail to: Estate Planning Council of North Texas, P. O. Box 38553, Dallas, TX 75238-8553. THERE WLL BE 5 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”. Members who have already paid in advance for all meetings for the year MUST register (you can send an e-mail to northtexasepc@yahoo.com) so we will have a count for the number of meals to prepare and number of outlines to print.
Member: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15
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NOTE: WALK-IN PRICES ON DATE OF MEETING: Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20
PATRON: We would like to thank the following patron for their support: The Catholic Foundation
Is your organization interested in sponsoring a meeting? Contact Teresa (214-340-8020) for more information.
