This CLE course will provide elder law counsel in-depth guidance on structuring Medicaid asset protection trusts (MAPTs) to benefit their clients' Medicaid eligibility and tax planning needs. Our panel will discuss common pitfalls of utilizing trusts in elder law, look-back requirements, income tax... Read More

This CLE course will offer elder law attorneys guidance on navigating the intricacies of ABLE accounts and special needs trusts under current tax law. Our panel will review the impact of current tax law on the taxation of these critical planning tools, techniques for avoiding pitfalls in structuring... Read More

This CLE course will guide elder law attorneys on navigating trust distribution standards and challenges in elder planning and administration. The panel will discuss current distribution standards, including discretionary, HEMS, mandatory, and contingent trust distributions, and key considerations a... Read More

This CLE course will provide elder law attorneys an in-depth analysis of the Medicaid assets, transfers, and conversion rules, common challenges, and methods to overcome them. The panel will discuss strategies for navigating asset limits, level of care requirements, lookback periods, purchase of exe... Read More

This CLE course will provide elder law attorneys and trustees guidance on the challenges of administering special needs trusts (SNTs) and methods to overcome them. The panel will discuss methods in handling administrative pitfalls that arise due to poorly drafted SNTs, income taxation, trust account... Read More

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

This CLE course will provide elder law attorneys guidance on navigating challenges and avoiding missteps between Medicaid and estate planning. The panel will discuss the inherent differences between Medicaid planning and estate planning, common mistakes in drafting trusts, tax consequences, accounti... Read More

This CLE course 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 course will guide elder law attorneys on the SECURE Act's impact on special needs planning. The panel will discuss regulatory and tax rules stemming from the SECURE Act and challenges for retirement benefits, trusts, and distributions. The panel will also provide effective special needs pla... Read More

This CLE course will offer elder law attorneys guidance on navigating the new IRS final regulations' intricacies for ABLE accounts. The panel will discuss key provisions of the new regulations, one account rule, disability recertification, tax issues, critical planning tools, and the interplay with... Read More

This CLE course will provide attorneys and advisers serving elderly clients with a focused review of key strategies and tax implications of the use of non-grantor trusts. The panel will discuss the most effective trust structures, avoiding pitfalls that would derail VA and Medicaid eligibility, and... Read More

This CLE course will guide elder law attorneys through eligibility standards for long-term care funded through Medicare, Medicaid, and other payors. The panel will discuss Medicare rules for nursing facility and home care services, state rule challenges, and critical considerations for clinical stan... Read More

This CLE course 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. They will also discuss look-back requirements, income tax basis, gift tax rules, and more. Read More

This CLE course 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 course will guide elder law and estate planning attorneys on the challenges and legal implications of real estate transfers for planning purposes. The panel will discuss the impact of property transfers in elder law planning on income, estate and gift tax, Medicaid transfer rules and penalt... Read More

This CLE course 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 giftin... Read More

This CLE course will provide elder law attorneys an in-depth analysis of critical rules and requirements for obtaining VA non-service connected pension benefits. The panel will guide counsel on overcoming challenges in filing claims for nonservice-connected pension benefits, navigating the appeals p... Read More

This CLE course will provide elder law attorneys an in-depth analysis of legal, procedural, and administrative challenges of emergency conservatorships and guardianships. The panel will discuss critical issues in pursuing court intervention and orders, identifying risk and protective factors, and re... Read More

This CLE course will provide elder law and benefits attorneys an in-depth analysis of Social Security disability assessments and hearings and coordinating Social Security disability insurance (SSDI) with Medicaid and VA benefits. The panel will discuss practical techniques in mastering the Social Se... Read More

This CLE course 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 u... Read More

This CLE course 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 allowance (CSRA) and Medicaid monthly minimum maintenance needs allowa... Read More

This CLE course 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 course will guide elder law counsel on the legal issues and critical challenges in pursuing claims against long-term care facilities and related service providers. The panel will discuss federal and state regulations, standards of care, service provider negligence, damages, recent cases, an... Read More

This CLE course will provide elder counsel guidance on emergency Medicaid planning to correctly secure Medicaid benefits in case of a crisis or changed circumstances. The panel will discuss critical issues that impact Medicaid planning techniques, navigating the application process, spend-down strat... Read More

This CLE course 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 c... Read More

This CLE course 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 transfer... Read More

This CLE course 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 co... Read More

This CLE course 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 c... Read More

This CLE course 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 planni... Read More

This CLE course 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 incom... Read More

This CLE course 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 progr... Read More

This CLE course 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 cl... Read More

This CLE course 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 course 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 recipie... Read More

This CLE course 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 course 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 course 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 recipie... Read More

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

This CLE course 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 car... Read More

This CLE course 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 course 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 course 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 course 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