CCRCs are growing in number, transitioning from small communities run by religious or nonprofit organizations to large, upscale, for-profit developments with complex financial structures. Regulation of CCRCs varies widely from state to state, and facilities and care options vary widely among CCRCs.

Seniors choosing to move into a CCRC must be prepared to make a substantial financial commitment—hundreds of thousands or even millions of dollars. Elder law counsel have a vital role to play in helping senior clients navigate this critical transition, from negotiating complicated residence and care agreements, to assessing a CCRC’s financial stability. Counsel must also thoroughly review contracts to protect clients against involuntary transfers and unwanted guardianship petitions.

Listen as our experienced panel prepares elder law counsel to help clients navigate the CCRC maze. The panel will discuss the levels of care available in a CCRC, review the types of CCRC contracts, and provide guidance on protecting residents’ rights and helping clients choose the best CCRC for their needs and financial circumstances.

The panel will review these and other key issues:

• What effect does a change in marital status have on a CCRC resident?
• What protections do the Fair Housing Act and the ADA offer to residents?
• How can counsel help seniors plan ahead to avoid involuntary transfers?
• How do CCRC contracts affect Medicaid eligibility?