Integrating Estate Planning and Elder Law Documentation: From Wills and Trusts to Capacity and Medicaid

Session I – Wills, Trusts, and Probate: Navigating Estate Planning Tools to Protect Beneficiaries – Debby Rosenfeld This session will explore how wills and trusts function as key vehicles for transferring assets to beneficiaries, with a particular focus on the impact of the probate process. Participants will gain a clear understanding of what happens when an individual dies with a will and assets titled in their name, including the steps and potential challenges of probate. The discussion will highlight scenarios where avoiding probate may be preferable and explain how trusts, when properly created and funded, can streamline asset distribution. Key…