Planning for Aging: Part 1 (Trusts, Financing & Care Management)

Date: Tuesday, November 10, 2020
Time: 4:30pm - 6:00pm
Location: Webinar
Speaker: Crystal West Edwards, Esq.; Jim Ciprich, CFP; Trish Barbosa, GCM



Webinar - 4:30-5:30

Networking – 5:30 – 6:00



TOPIC:   Planning for Aging: Part 1 (Use of Trusts, Financing Long Term Care & Care Management and Residential Facilities)

America is aging at an alarming rate.  By 2050 “seniors” will make up over 23% of the US population.  With better health care comes longer living and the associated issues of care, capacity, and outliving your finances.  Aging issues are equal opportunity, and the costs are astronomical.  Long term care can run from $2,500 to $25,000 a month out of pocket.  The potential for financial abuse – from family members and/or outsiders – is frightening when dealing with diminishing capacity issues. Counseling families dealing with aging loved ones requires a holistic approach drawing resources from attorneys, accountants, financial advisors, medical advisors, and care advisors, among others.  Many clients, and their advisors, are unaware of how to spot, mitigate, and respond to aging issues.  In this two-part series, professionals who work with aging issues every day will highlight key issues and offer practical solutions for you to assist your clients.

November Program - Part 1:

  • Trusts as a tool for aging clients
  • Financing long-term care costs
  • Crisis care management and residential facilities

December Program - Part 2:

  • Litigation issues arising from aging
  • Money management for seniors
  • Home care

After you register you will be sent two (2) Zoom invitations for Part 1 on Nov.10:


  • Zoom Webinar Invitation – For the Webinar from 4:30 to 5:30
  • Zoom Meeting Invitation – For the Networking Meeting 5:30 – 6:00


This program has been submitted for approval by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1 hour of total CLE credit. Of these, 0 qualify as hours of credit for ethics/professionalism, and 0 qualify as hours of credit toward certification in civil trial law, criminal trial law, workers compensation law, municipal court law, and/or matrimonial law.

CFP and CPA continuing education credit will be offered for this presentation pending approval.                                                                                    

Gary Walker    

First Vice President

Program Chairperson


No charge for Members - All members are automatically registered


Guest Fee **$50.00

** $50 fee will be applied to $245 prorated Membership Dues for guests who join EPCNNJ after this presentation.

Don't forget to renew your membership if you have not done so already.

Please respond by Tuesday, November  4, 2020            



Mail    EPCNNJ, Inc.        P.O. Box 855, Bernardsville, NJ  07924


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