Surv Long Term Care, Finan Pln

Academic Year

This course provides an introduction to practical topics in estate, long term care, special needs and financial planning, including advance directives for financial management and health care decisions, guardianship for individuals with developmental disabilities, long term care planning, revocable living trusts, special needs planning and trust administration and retirement plans. This course will also cover federal and New York State entitlement programs that support individuals with disabilities in all ages. In lieu of an examination, this course involves pop quizzes throughout the semester and a final project. Students form teams of two and three (though it is permissible to work alone) and prepare a plan for a hypothetical individual or family situation, taking into account all relevant factors as taught throughout the semester. The project consists of preparation of an explanatory cover letter to the hypothetical client addressing all factors raised in the client scenario. This course is designed to provide an experience that is directly transferable to practice. Prerequisite: Trusts and Estates