Elder Law 101 Series | Introduction to Estate Planning and Elder Law Planning Impacting Solo Older Adults

A growing number of older adults, by choice or circumstance, cannot or do not rely on family members for care and decision support during the second half of life. No one knows how many solos age 55+ there are now or will be in the future, though preliminary estimates suggest this definition could apply to from 23% to 30% of older adults. Because solos have no family safety net, it is essential that they plan for support across the “long middle,” when they have capacity, as well as for the end-of-life. Attorneys who work with older adults on incapacity planning are well positioned to assist solos.  This presentation will summarize current data related to solos, resource needs and gaps. It will offer practical tips on how participants can better assist solos and will present emerging issues that warrant discussion and likely future policy action.

This CLE is approved for credit through October 13, 2023.

Presenter:
Christine B. Courtney | practices estate planning, probate, and elder law at the Courtney Law Offices in St. Paul, Minnesota. Prior to starting the Courtney Law Office, Chris practiced at small firms in Twin Cities metro area and worked with victims of elder abuse, neglect, and financial exploitation at the Minnesota Elder Justice Center.

Linda J. Camp is an independent consultant, writer, and researcher.  Her work focuses on strategic planning, systems analysis, and change management.   She has served as Project Manager for a Bush Foundation funded project on health decision making by/for solo older adults. She is currently helping several non-profits to expand their capacity to work with solos  via a Live Well at Home grant from the State of Minnesota.

CLE Credits:
1.0 Elimination of Bias CLE Credit | Event Code: 417254

Cost:
MSBA Members:  $29.95
Non-MSBA Members:  $64.95

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