Elder Law & Special Needs Planning™ is a new breed of comprehensive planning and drafting system for attorneys. Effective planning is at the heart of today's estate and elder law practice. With the changes in the demographics, estate planning and elder law attorneys are routinely called upon to advise clients on long-term wealth preservation strategies. Illnesses, disabilities and other unpredictable life events can occur, sometimes requiring long-term care and Medicaid planning. Providing for the client's needs and preserving assets amassed over a lifetime is a critical component of the planning process. This system will aid in the planning, then draft the documents to implement the strategies.

Developed by lawyers for lawyers, Elder Law & Special Needs Planning™ is authored by some of the nation's leading experts in elder law, estate planning, tax planning and Medicaid law. No other system is as comprehensive.

Elder Law Editorial Team

	Thomas D. Begley, Jr. (CELA)
	Andrew H. Hook (CELA; CFP)
	Stephen J. Silverberg (CELA)

Estate Planning Author Team

	Jonathan G. Blattmachr
	Michael L. Graham

Everything you need is included on CD-ROM (including the HotDocs® Player software). Training and support is first class. Live and recorded classes, audio/visual tutorials and personal coaching opportunities ensure that you and your staff will be "up and running" within a few days. Our staff attorneys and paralegals are available to answer your legal and content questions and our technical team can assist with installation and setup. Click for pricing information.

Long-Term Wealth Preservations Strategies

	Estate Planning (Wills and Testamentary Trusts)
	Special Needs Planning (Testamentary and Inter Vivos Trusts)
	Surrogate Decision Making (Powers of Attorney; Guardianships)
	Interfamily Transactions (Annuities; Promissory Notes; Care Agreements)
	Retirement Asset Planning
	Health & Long-Term Care Planning (including Medicaid planning)
	Real Estate Planning (Reverse Mortgages; Transfers to Disabled Children)
	Tax Planning (minimizing Income, Estate, Gift and Generation Skipping Transfer Taxes)

Elder Law & Special Needs Planning™ manages a large amount of transactional work and contains a large collection of forms, each one featuring countless options to meet each client's particular needs. An internal database organizes your client information and documents. The system helps you analyze each client's situation and generates accurate, complete, and effective documents — every time!

Versions

Click to download version comparison chart.

	Standard Version
	The Standard version includes a full complement of forms, checklists, analyses, and more. You can add licenses and seamlessly upgrade to the Professional version at any time during the subscription cycle (pro-rated fees apply). An audio/visual tutorial, quick start manual, live training and thirty (30) days technical support is included.
	Professional Version
	The Professional version contains all of the forms, commentary, tutorials and analyses in the Standard version, but with expanded services. The Professional version includes unlimited technical and content support, free access to all the Leimberg Information Services (LISI)TM research tools (via web link) and more.

InterActive LegalSuite Features

All products in the InterActive LegalSuite share a common platform and standard features and services. Click here for more information.

Click to download complete brochure with list of forms for Elder Law and Special Needs Planning.