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Presentation Wrap Up: Legal & Financial Planning for Alzheimer’s Disease

Fraser Trebilcock attorney Mark E. Kellogg recently presented a program on Legal & Financial Planning for Alzheimer’s Disease at MSU Federal Credit Union. Advance planning is important for everyone, Mark explained, though especially so after an Alzheimer’s diagnosis so that […]


Attorney Mark E. Kellogg presenting on legal and financial planning for Alzheimer's Disease at MSU Federal Credit UnionFraser Trebilcock attorney Mark E. Kellogg recently presented a program on Legal & Financial Planning for Alzheimer’s Disease at MSU Federal Credit Union.

Advance planning is important for everyone, Mark explained, though especially so after an Alzheimer’s diagnosis so that the person with dementia is able to be involved in the planning as much as possible. As a volunteer with the Alzheimer’s Association Michigan Great Lakes Chapter, and an attorney/CPA, Mark shared information on legal topics that included advance directives, durable powers of attorney, legal capacity, and guardianship. Financial issues discussed at the program included long-term care insurance, tax deductions, Medicare, Medicaid, veteran’s benefits, and employment issues.

Mark E. Kellogg has devoted his nearly 30 years of practice to the needs of family and closely-held businesses and enterprises business succession, commercial lending, and estate planning. In addition to this wide breadth of experience practicing law, he is also a certified public accountant. These skills allow him to give his clients a unique insight when working with them.

For more information on Alzheimer’s disease and resources available, visit alz.org.