In this course, we will discuss the documents that make up a thorough estate plan, such as wills, will substitutes (trust), advanced directives, and all the options for estate and legacy planning including:

- How to best protect my estate from probate
- What documents do I really need to protect my assets for my family
- What documents do I really need to allow my family to take care of me during incapacity
- How do I protect myself from becoming a target of financial exploitation
- How to protect a parent, spouse, or sibling who may be suffering from dementia.

We will also discuss some of the more common signs of elder abuse and financial exploitation and the best legal means for avoiding and/or remediating those.

Carol A. Johnson is an Elder Law & Estate Planning attorney for Carol Johnson Law Firm, P.A., which has offices in both Florida and South Carolina. Carol’s practice primarily focuses on Estate and Legacy Planning issues ranging from simple probate-avoidance trusts to dynasty trusts, probate and probate avoidance, guardianships, long-term care planning and providing estate specific documents for families with disabled family members. Shaun D. Malone, Esq., is the newest attorney associate at Carol Johnson Law Firm, P.A. Shaun has a background in both estate planning and litigation, having worked at an all-purpose law firm in Easley for several years before joining the 13th Judicial Circuit as a Solicitor. As a new member of the firm, Shaun brings a depth of litigation knowledge and skills which has allowed us to expand our offerings to our clients to include family law, civil litigation, probate and trust litigation.