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Medicaid Planning Techniques: Trusts, Private Annuities, Spousal Transfers, Caregiver Agre...
November 8, 2017 CLE Live Webinar

This CLE webinar will discuss some of the more common techniques for Medicaid planning, including asset protection and pooled income trusts, private annuities and promissory notes, spousal transfers, and caregiver agreements. Read More

Speakers:  David A. Cutner, Lamson & Cutner Kyla G. Kelim, Esq., Aging in Alabama

Elder Care: Eligibility Requirements for Section 8 Housing Choice Program for Seniors and...
Navigating Calculation of Rent, Special Needs Trusts and Reasonable Accommodations
October 18, 2017 CLE On-Demand

This CLE webinar will discuss the Section 8 Housing Choice Program for the elderly and those with special needs, including how the program works, eligibility, calculation of rent and reasonable accommodations. The program will also discuss the DeCambre v. Brookline Housing Auth. decision on how inco... Read More

Speakers:  Karen B. Mariscal, Esq., Of Counsel, Margolis & Bloom Kevin Urbatsch, Esq., Principal, The Urbatsch Law Firm Michele P. Fuller, Founder, Michigan Law Center

Elder Care Incapacity Planning: Advanced Directives and POLSTS, POAs, Controversial End-of...
September 20, 2017 CLE On-Demand

This CLE webinar will provide knowledge to elder care attorneys on representing clients facing end-of-life and incapacity healthcare and financial decision-making issues. The panel will discuss the pros, cons and pitfalls of advanced directives, power of attorney, guardianships, and POLSTs. The prog... Read More

Speakers:  Paul Black, Partner, Georgia Elder Law of Brannon Black Misty Clark Vantrease, Esq., Kentucky ElderLaw

Planning With ABLE Accounts and Special Needs Trusts: Selecting the Best Approach for Elde...
Protecting Public Benefits With ABLE Accounts and SNTs; Understanding Limitations and Tax...
August 3, 2017 CLE On-Demand

This CLE webinar will prepare elder law practitioners to utilize special needs trusts (SNTs) and Achieving a Better Life Experience (ABLE) Act 529A accounts to ensure financial independence for elderly and disabled clients. The panel will help practitioners choose a strategy that is right for each c... Read More

Speakers:  Elizabeth L. Gray, Principal, McCandlish Lillard Robert P. Mascali, Esq., The Center for Special Needs Trust Administration

Medicaid Planning and Annuities: Assessing Treatment of Annuities Under Federal and State...
Navigating Immediate and Deferred Annuities, Medicaid Compliant Annuities, and Qualified L...
July 13, 2017 CLE On-Demand

This CLE webinar will discuss the types of annuities individuals and families often own and assess how different types of annuities will be treated under federal Medicaid planning rules and common state statutory requirements. The program will also discuss what if anything can be done with annuities... Read More

Speakers:  Dale M. Krause, J.D., LL.M., President and CEO, Krause Financial Services Kyla G. Kelim, Esq., Aging in Alabama Lori J. Parker, Esq., Parker Law Office

Medicaid Planning: Pros and Cons of Gifting the House
Navigating the Eligibility Rules, Gift and Capital Gains Tax Implications, Trust Drafting...
June 29, 2017 CLE On-Demand

This CLE webinar will explain and analyze the complex issues facing counsel when advising elderly clients regarding gifting their house. The panel will discuss Medicaid eligibility and gifting rules, tax implications, transfers to a trust, pros and cons of an outright gift, and alternatives to gifti... Read More

Speakers:  Kelly Gannott, Esq., Kentucky ElderLaw Michael J. Keenan, Atty, Keenan Law Misty Clark Vantrease, Esq., Kentucky ElderLaw

Medicaid Planning When a Spouse Enters a Nursing Home: Avoiding Costly Pitfalls to Preserv...
Navigating the Community Spouse Resource Allowance, Monthly Maintenance Needs Allowance, E...
May 24, 2017 CLE On-Demand

This CLE webinar will provide elder law counsel with the tools to assist their married clients in Medicaid planning when one spouse enters a nursing home. The program will discuss how to best leverage the community spouse resource and monthly maintenance needs allowances and how to comprehensively i... Read More

Speakers:  Michael J. Keenan, Atty, Keenan Law Shelley Dowell, Kentucky Elderlaw

Structuring Special Needs Trusts for the Elderly and Disabled to Protect Public Benefits
Administering First- and Third-Party Trusts; Addressing the Interplay Between SNTs, Guardi...
April 18, 2017 CLE On-Demand

This CLE webinar will prepare elder law practitioners to identify and deal with the key issues and pitfalls that arise when drafting special needs trusts. The panel will outline practical solutions to protect public benefits for clients. Read More

Speakers:  Shirley B. Whitenack, Partner, Schenck Price Smith & King Elizabeth L. Gray, Principal, McCandlish Lillard Kyla G. Kelim, Esq., Aging in Alabama

Drafting Irrevocable Trusts to Preserve Medicaid and VA Benefits
Selecting Trust Type, Protecting Assets, and Optimizing Tax Planning for Long-Term Care
January 31, 2017 CLE On-Demand

This CLE webinar will provide counsel and advisers serving elder clients with a focused review of crafting irrevocable trusts to meet VA and Medicaid eligibility requirements and achieve asset protection and tax savings for clients. Read More

Speakers:  Angela N. Manz, Atty, The Law Office of Angela N. Manz Jeffrey L. Williamson, Partner, J. L. Williamson Law Group

Medicaid Crisis Planning: Leveraging DRA Promissory Notes, Medicaid Compliant Annuities, C...
July 19, 2016 CLE On-Demand

This CLE webinar will equip elder law attorneys with real-world, practical techniques to protect the assets of senior clients facing a Medicaid eligibility crisis due to a health condition that requires unaffordable nursing home care. The panel will outline strategies for clients to preserve assets... Read More

Speakers:  Ann L. Fowler-Cruz, Principal, Cohen and Wolf Kyla G. Kelim, Esq., Aging in Alabama

Asset Spend-Down for Medicaid Qualification
Navigating the Complexities of Classifying Assets, Individuals vs. Married Couples, and Ap...
March 10, 2016 CLE On-Demand

This CLE webinar will provide counsel with an understanding of the complexities involved in asset spend-down for Medicaid qualification. The panel will highlight strategies for spend-down, ways assets are classified, and distinctions between individuals and married couples. Read More

Speakers:  Michael J. Keenan, Atty, Keenan Law Kyla G. Kelim, Esq., Aging in Alabama

Medicaid Appeals and Fair Hearings: Strategies for Elder Law Counsel
Litigating Denials, Reductions or Terminations of Benefits in Administrative Agencies and...
February 23, 2016 CLE On-Demand

This CLE webinar will provide guidance to elder law practitioners in litigating Medicaid appeals at administrative fair hearings and in state and federal court. The panel will address winning strategies for advocating on behalf of Medicaid applicants and beneficiaries facing reductions, terminations... Read More

Speakers:  Richard A. Marchese, Partner, Woods Oviatt Gilman RenĂ© H. Reixach, Jr., Partner, Woods Oviatt Gilman Kelly Gannott, Esq., Kentucky ElderLaw Misty Clark Vantrease, Esq., Kentucky ElderLaw

Drafting Income-Only Trusts for Medicaid Eligibility and Tax Planning
Navigating Look-Back, Grantor Trust, Basis and Gift Tax Rules
October 28, 2015 CLE On-Demand

This CLE webinar will provide elder law counsel in-depth guidance on using income-only trusts for the benefit of their clients' Medicaid eligibility and tax planning needs. Our panel will discuss look-back requirements, income tax basis, gift tax rules and more. Read More

Speakers:  Judith D. Grimaldi, Partner, Grimaldi & Yeung Kyla G. Kelim, Esq., Aging in Alabama

Medicaid Estate Recovery Planning Techniques: Mitigating States' Practices to Enforce Reco...
Protecting the Recipient and Community Spouse Against Estate Recovery For Long-Term Care
August 6, 2015 CLE On-Demand

This CLE webinar will provide guidance for counsel to elderly clients and their families on navigating Medicaid estate recovery programs and creating plans that achieve Medicaid eligibility. The panel will outline approaches to mitigate the risk of recovery against the estates of the Medicaid recipi... Read More

Speakers:  Richard A. Marchese, Partner, Woods Oviatt Gilman Jason E. Marx, Of Counsel, Connell Foley David J. Zumpano, Co-Founder, Lawyers with Purpose

Medicaid Crisis Planning: Advanced Techniques for Preserving Assets After Nursing Home Adm...
Leveraging DRA Promissory Notes, Community Spouse Resource Allowance and Medicaid Qualifie...
October 22, 2014 CLE On-Demand

This CLE webinar will equip elder law attorneys with real-world, practical techniques to facilitate asset preservation for senior clients facing a Medicaid eligibility crisis. Read More

Speakers:  Marty Burbank, J.D., LL.M., Atty, Law Office of Marty Burbank Joley L. Eason, ThompsonMcMullan David Goldfarb, Managing Partner, Goldfarb Abrandt Salzman & Kutzin

Maximizing VA Benefits: Advanced Legal Strategies for Meeting Eligibility Requirements and...
Achieving Asset Protection, Income Tax Savings and Asset Control From Both Crisis and Plan...
February 6, 2014 CLE On-Demand

This CLE webinar will provide elder law counsel with in-depth information and instruction on VA eligibility and planning. Our panel will discuss the lesser known eligibility requirements for VA aid and attendant pension benefits and outline practical techniques to address both pre-planning and plann... Read More

Speakers:  Kim Boyer, Certified Elder Law Attorney, Boyer Law Group Angela N. Manz, Atty, The Law Office of Angela N. Manz

Structuring Advance Directives and Medicaid Asset Protection Trusts
Coordinating Provisions of the Power of Attorney, Trusts and Will
August 20, 2013 CLE Download

This CLE program will explore the best use of advance directives and trusts in fashioning a long-term care plan for the elderly client. The panel will discuss best practices for coordinating provisions of the power of attorney, trusts and the will. Read More

Speakers:  Philip A. Di Giorgio, Partner, Pierro Law Group Aaron E. Connor, Pierro Law Group

Medicaid Eligibility: Using Estate Planning Techniques
Leveraging Gifting, Income Planning and Asset Transfer Strategies to Support Client's Elig...
June 18, 2013 CLE Download

This CLE webinar will provide guidance for counsel advising elderly clients and their families on estate planning techniques, including income planning, gifting and asset transfers, to enable their clients to meet Medicaid eligibility requirements while avoiding common pitfalls. Read More

Speakers:  Patricia E. Kefalas Dudek, Principal, Patricia E. Kefalas Dudek & Associates Shirley B. Whitenack, Partner, Schenck Price Smith & King Edward Zetlin, Atty, Edward Zetlin Law

Medicaid Estate Recovery Planning Techniques
Achieving Medicaid Eligibility and Protecting the Recipient and Community Spouse Against E...
April 24, 2013 CLE Download

This CLE webinar will provide guidance for counsel to elderly clients and their families on navigating Medicaid estate recovery programs and creating plans that achieve Medicaid eligibility. The panel will outline approaches to mitigate the risk of recovery against the estates of the Medicaid recipi... Read More

Speakers:  Louis W. Pierro, Principal, Pierro Law Group Philip A. Di Giorgio, Partner, Pierro Law Group

VA Benefits and Medicaid Eligibility
Meeting Complex Requirements for Benefits Qualification and Application
January 30, 2013 CLE Download

This CLE webinar will provide elder law counsel with guidance for meeting both Veterans Administration (VA) benefits and Medicaid eligibility and application requirements. Read More

Speakers:  Yale S. Hauptman, Atty, Hauptman & Hauptman Laurie A. Hauptman, Atty, Hauptman & Hauptman

Medicaid Eligibility Strategies in Long-Term Care Planning for the Elderly
Navigating the Complex Requirements for Medicaid Qualification in a Climate of Services Cu...
June 14, 2012 CLE Download

This CLE webinar will prepare counsel to advise elderly clients in obtaining Medicaid eligibility for funding long-term care costs. The panel will outline how to navigate the complex eligibility requirements and review current challenges to be expected in seeking institutional and community-based ca... Read More

Speakers:  David Goldfarb, Managing Partner, Goldfarb Abrandt Salzman & Kutzin Michael J. Keenan, Atty, Keenan Law Yale S. Hauptman, Atty, Hauptman & Hauptman

Life Care Planning: Beyond Estate Plans and Living Wills
Bundling Legal and Non-Legal Services, Avoiding Ethical Pitfalls
April 12, 2012 CLE Download

This CLE webinar will provide guidance to counsel considering the benefits of life care planning for elderly clients by examining best practices for bundling additional professional services while staying in compliance with professional ethics obligations. Read More

Speakers:  Debra K. Schuster, Founder, Debra K. Schuster Maria Miskovic, Care Advocate/Coordinator, Debra K. Schuster Miles Hurley, Founding Partner, Hurley Elder Care Law

Client Capacity Considerations in Elder Law
Legal and Ethical Challenges When Evaluating Clients
March 15, 2012 CLE Download

This CLE webinar will provide guidance to counsel about questions of capacity for elderly clients, including the capacity requirements for legal transactions, existing legal and ethics guidelines for assessing client capacity, and methodology used by practitioners to evaluate clients. Read More

Speakers:  Kim Boyer, Boyer Law Group Kasey Libby, The Adams Law Offices Teresa D. Lancaster, Bogutz & Gordon

Elder Financial Abuse: Legal Considerations
Identifying, Preventing and Redressing Exploitation
January 31, 2012 CLE Download

This CLE webinar will provide guidance to counsel for protecting elderly clients from financial abuse including fraud, undue influence by family, and abuse of guardianship. The panel will discuss the various types of abuse, warning signs, preventative steps and available remedies. Read More

Speakers:  William P. Isele, Of Counsel, Archer & Greiner Ingrid M. Evans, Partner, The Evans Law Firm

Estate Planning Tools to Meet Medicaid Eligibility
Leveraging Asset Transfers, Income Planning and Gifting Strategies
October 11, 2011 CLE Download

This CLE webinar will provide guidance for counsel advising elderly clients and their families on estate planning strategies and tools--including asset transfers and income planning--that will enable their clients to meet Medicaid eligibility standards while avoiding the pitfalls. Read More

Speakers:  Kim Boyer, Attorney, Boyer Law Group David P. Pollan, The Pollan Law Firm