Helping Clients Prepare for a Journey Through Long-Term Care Challenges

Date: Tuesday, September 27, 2016
Time: 5:30pm - 8:00pm
Location: Santa Ana Country Club | 20382 Newport Boulevard | Santa Ana 92707
Speaker: Herb Chavers, Esq.

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"GREAT NEWS: The Longer You Live, the Longer You Live!  BAD NEWS:  The Longer You Live, the Longer You Live!Helping Clients Prepare For and Journey Through Long-Term Care Challenges."  What will be discussed at the meeting?

  •  What is Estate Planning For Seniors All About?
  • Elder Care Journey and Demographics
  • Long-Term Care Challenges
  • Cost of Long-Term Care
  • Options to Pay For Long-Term Care
  • Signs to Look Out For 
  • Team Approach
  • Legal Issues
  • Financial Issues
  • Accounting Issues

Note: This program qualifies for 1-hour of Attorney, CPA, Professional Fiduciary and Trust Officer continuing education credit. This program has been approved for 1-hour of continuing education credit from the CA Department of Insurance (Course: 343031) and from the Certified Financial Planner Board of Standards (Course: 230276).

Speaker Bio: Attorney Herb Chavers enjoys what he does as a profession and he enjoys the way he does what he does.

While Herb is an Estate Planning, Trust and Probate Law Specialist*, more importantly, Herb is an attorney that serves his clients by first listening closely to his clients to determine what concerns them now, as well as the future, second has his clients educate him about their unique family and loved ones, and then works with his clients to develop a plan that is ultimately a personalized and comprehensive expression of each client’s unique situation so his clients experience peace of mind as they experience their current season of life and prepare for the next.

*Certified by the State Bar of California, Board of Legal Specialization

Herb doesn't have “cookie cutter” or “one size fits all” solutions.  In 20 plus years of experience he has found those kinds of solutions simply don’t work.  Herb doesn’t “sell” trusts, but instead puts his knowledge and experience to work for the benefit of his clients so they and their loved ones are prepared for the different seasons of life.

Herb earned a Bachelor of Science in Business Administration and a Bachelor of Arts in Religion from California Baptist College in 1981 and 1982. He graduated from Western State University College of Law in December 1988, and was admitted to practice by the California State Bar in June 1989.

Herb is currently a member of the Riverside County Bar Association (Chairperson for the Estate Planning, Probate and Trust Lawyers Section, 1999/2000, 2000/2001 and 2006/2007), and the California Association of Nursing Home Reform. He is presently a member of WealthCounsel, a national membership organization that supports estate planning attorneys in their practices.  He is also a member of ElderCounsel, a national membership organization that supports elder law, special needs planning and veteran benefit planning attorneys in their practices. He was a member of the National Network of Estate Planning Attorneys for six years, and the Riverside Estate Planning Council for numerous years, the Professional Advisors Council of the Community Foundation serving Riverside and San Bernardino Counties, UCR’s Planned Giving Advisory Board, and was a charter member of Inland Empire Planned Giving Roundtable and was an associate member of the Inland Empire Association of Insurance and Financial Advisors for 8 years.

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