Essentials of Caregiving – Legal and Financial Planning/Advanced Directives
Event Date & Time
May 17, 2024 at 1:00 PMLocation
555 Funston Pl San Antonio, TX 78209Event Details:
As a caregiver, you will need to plan for future decisions, and many decisions are not easy. This session is designed to help you and your family members prepare for legal and financial decisions, including power of attorney, wills, and different payment options.
Objectives
- Describe different types of advance directives
- Discuss medical power of attorney
- Identify other planning documents, including general durable power of attorney, will, trust, and deed
This presentation is being provided in partnership with San Antonio Botanical Garden and Arden Courts.
About the Speaker(s)
Brennen Boze is a dedicated, empathetic attorney with a true passion for helping those in need. After more than ten years working as a litigator, Brennen turned his efforts toward assisting the elderly, disabled, and their families with securing necessary care, preserving their legacies, and ensuring peace of mind for the future.
Brennen obtained his bachelor’s degree from the University of Texas at Austin, where he graduated with honors, and received his J.D. from Baylor Law School, where he was awarded a Public Interest Summer Fellowship to pursue pro bono work. He has appeared in state and federal courts across Texas, representing everything from individuals in crisis to large corporations, and brings over a decade of experience to the Law Offices of Carol Bertsch, PC.
Brennen is an Officer of the Probate, Guardianship and Estate Planning Section of the San Antonio Bar Association and a member of the National Academy of Elder Law Attorneys. He has been elected a Fellow of the Texas Bar Foundation and is a member of the Texas Bar College. He regularly gives presentations to local organizations on the topics of estate planning, probate, and long-term care planning.