Estate Planning Through the Lens of an Elder Law Attorney

Course Overview
This one-hour CLE course introduces the fundamentals of estate planning from an elder law attorney’s point of view. Ideal for attorneys looking to expand their knowledge, the program offers strategies for evaluating a client’s financial situation and advising them accordingly—especially when planning for incapacity, creditor risks, or ethical concerns unique to older adults.

Participants will explore essential estate planning tools and terminology, including key documents and legal standards for proper execution. The course will also address how attorneys can guide clients based on income, asset structure, and possible future challenges, such as disability or diminishing capacity. Ethical considerations, particularly relevant to elder clients, will also be discussed with practical guidance on how to navigate them.

Whether you're new to estate planning or looking for a refresher, this course provides a comprehensive look at the basics through a real-world, elder-focused lens.

Our very own- Daniel Hooper Smith, Esq.
Partner | Board-Certified Elder Law Attorney

 

At Advocates in Aging: Law Office of Wiesner Smith PLLC, Daniel Hooper Smith, Esq. brings a compassionate and client-focused approach to elder law and estate planning. As a partner at our Sarasota-based firm, Daniel is dedicated to guiding individuals and families through the complexities of aging, asset protection, and long-term care planning.

 

Daniel is Board Certified in Elder Law by The Florida Bar, a distinction that underscores his expertise in areas such as Medicaid planning, veterans benefits, special needs trusts, probate, and guardianship. He is also a VA-accredited attorney, committed to assisting veterans and their families in navigating the appeals process for VA benefits.

 

Licensed to practice in both Florida and Virginia, Daniel combines legal proficiency with a deep understanding of the personal challenges faced by seniors and their loved ones. His approach is rooted in the firm's mission: to provide caring and capable representation that empowers clients to make informed decisions about their futures.

 

Whether you're seeking to draft a will, establish a trust, or plan for long-term care, Daniel is here to offer personalized solutions tailored to your unique needs. At Advocates in Aging, we treat our clients like family, ensuring that your legacy and well-being are protected every step of the way.