Elizabeth Forspan will discuss the CPA’s important role in elder care planning for clients. The CPA is uniquely positioned to identify key elder planning issues that can assist clients in protecting and preserving their assets as they age. Elizabeth will review the various options for paying for long-term care, including private pay options, long-term care insurance, and Medicaid. Elizabeth will highlight the importance of advance directives such as powers of attorney in the eldercare planning process and how such documents should be drafted to envision various scenarios.
Elizabeth Forspan is the Managing Attorney of the law firm Forspan Klear LLP. Elizabeth’s areas of practice include Elder Care Planning, Estate Planning, and Taxation. She regularly helps clients achieve their Medicaid Planning goals in a tax-efficient manner through practical and considerate planning techniques.
Elizabeth often lectures on various aspects of Elder Care Planning, Tax Law, and Estate Planning. Elizabeth recently lectured on the Income Taxation of Trusts and Estates for the National Business Institute and Key Elder Care Planning Issues for the New York State Society of CPA’s Annual Estate Planning Conference in New York City. Elizabeth has also written and lectured extensively on the topic of Casualty Loss Deductions. Elizabeth co-authored the award-winning cover article for the February 2013 edition of the CPA Journal entitled “Casualty Losses for Property Damaged by Hurricane Sandy.” In June of 2014, Elizabeth was the recipient of the prestigious Max Block Award for Outstanding Article in the Category of Technical Analysis, awarded by the New York State Society of Certified Public Accountants’ CPA Journal for her article on casualty losses.
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