This CLE webinar will provide elder law attorneys with a detailed analysis of crafting and implementing Medicaid compliant annuities. The panelist will discuss critical pitfalls to avoid, annuity rules and exceptions, distinctions between immediate, deferred and fixed annuities, asset and income reg... Read More

This CLE webinar will provide elder counsel guidance on emergency Medicaid planning to correct and minimize the damage of ineffective Medicaid planning methods. The panel will discuss critical issues that impact Medicaid planning techniques, navigating the application process, spend-down strategies... Read More

This CLE webinar will provide counsel with an in-depth analysis of asset spend-down techniques for Medicaid qualification. The panel will highlight strategies for spend-down, understanding exempt vs. non-exempt assets, distinctions between individuals and married couples, and offer methods to avoid... Read More

This CLE webinar will provide counsel and managers with comprehensive guidance on the legal ramifications of assisted living contract terminations and resident transfers. The panel will discuss critical considerations for valid assisted living agreements, available grounds for termination or transfe... Read More

This CLE webinar will guide elder law counsel on the use of promissory notes to ensure Medicaid eligibility and effective long term care planning. The panelist will discuss tactics to avoid challenges in structuring gift and Deficit Reduction Act (DRA) compliant transactions, shielding assets, and c... Read More

This CLE webinar will provide counsel and advisers serving elderly 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

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

This CLE webinar will provide elder counsel with guidance on essential rules and planning techniques relating to the new Department of Veterans Affairs (VA) benefits rules. The panel will discuss issues in determining eligibility for VA benefits under the new rules, valuation of assets, transfer rul... Read More

This CLE webinar will guide elder law practitioners in preparing 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 or denials of... Read More

This CLE webinar will offer elder attorneys guidance on navigating the intricacies of ABLE accounts and special needs trusts in light of the 2017 tax reform law. Our panel will discuss how tax reform changes the taxation of these critical planning tools, techniques for avoiding pitfalls in structuri... Read More

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 need allowances and how to comprehensively id... Read More

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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