Drafting Irrevocable Trusts to Preserve Medicaid and VA Benefits
Selecting Trust Type, Protecting Assets, and Optimizing Tax Planning for Long-Term Care
March 11, 2021 • CLE • Live Webinar
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.
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Drafting Income-Only Trusts for Medicaid Eligibility and Tax Planning
Navigating Look-Back, Grantor Trust, Basis, and Gift Tax Rules
October 27, 2020 • CLE • CLE On-Demand, Download
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. They will also discuss look-back requirements, income tax basis, gift tax rules, and more.
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Medicaid Planning: Pros and Cons of Gifting the House Under Current Tax Law
Eligibility Rules, Gift and Capital Gains Tax Implications, Trust Drafting Issues, and Gif...
June 24, 2020 • CLE • CLE On-Demand, Download
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...
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Emergency Conservatorships and Guardianships: Pursuing Court Intervention and Orders, Liti...
Identifying Risk and Protective Factors, Standards of Review, Recent Case Law
April 15, 2020 • CLE • CLE On-Demand, Download
This CLE webinar 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 r...
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Medicaid Planning When a Spouse Enters a Nursing Home: Avoiding Costly Pitfalls to Preserv...
CSRA, Monthly Maintenance Needs Allowance, Exempt Asset Requirements, and More
December 11, 2019 • CLE • CLE On-Demand, Download
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 allowance (CSRA) and Medicaid monthly minimum maintenance needs allow...
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Emergency Medicaid Planning: Mitigating the Damage of Inept Planning and Changed Circumsta...
Spend-Down Strategies, Excess Assets, Navigating the Application Process
October 2, 2019 • CLE • CLE On-Demand, Download
This CLE webinar 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 stra...
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Assisted Living Contract Terminations and Resident Transfers: Key Provisions, Enforcement,...
Level of Care Determinations, Disruptive Resident Behavior, Duty to Address Resident Issue...
July 9, 2019 • CLE • CLE On-Demand, Download
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...
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Medicaid Appeals and Fair Hearings: Strategies for Elder Law Counsel
Litigating Denials, Reductions or Terminations of Benefits in Administrative Agencies and...
January 22, 2019 • CLE • CLE On-Demand, Download
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...
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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 • CLE On-Demand, Download
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...
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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 • CLE On-Demand, Download
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...
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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 • CLE On-Demand, Download
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...
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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 • CLE On-Demand, 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...
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Structuring Advance Directives and Medicaid Asset Protection Trusts
Coordinating Provisions of the Power of Attorney, Trusts and Will
August 20, 2013 • CLE • CLE On-Demand, 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.
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Medicaid Eligibility: Using Estate Planning Techniques
Leveraging Gifting, Income Planning and Asset Transfer Strategies to Support Client's Elig...
June 18, 2013 • CLE • CLE On-Demand, 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.
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Medicaid Estate Recovery Planning Techniques
Achieving Medicaid Eligibility and Protecting the Recipient and Community Spouse Against E...
April 24, 2013 • CLE • CLE On-Demand, 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...
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VA Benefits and Medicaid Eligibility
Meeting Complex Requirements for Benefits Qualification and Application
January 30, 2013 • CLE • CLE On-Demand, Download
This CLE webinar will provide elder law counsel with guidance for meeting both Veterans Administration (VA) benefits and Medicaid eligibility and application requirements.
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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 • CLE On-Demand, 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...
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Life Care Planning: Beyond Estate Plans and Living Wills
Bundling Legal and Non-Legal Services, Avoiding Ethical Pitfalls
April 12, 2012 • CLE • CLE On-Demand, 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.
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Client Capacity Considerations in Elder Law
Legal and Ethical Challenges When Evaluating Clients
March 15, 2012 • CLE • CLE On-Demand, 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.
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Elder Financial Abuse: Legal Considerations
Identifying, Preventing and Redressing Exploitation
January 31, 2012 • CLE • CLE On-Demand, 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.
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Estate Planning Tools to Meet Medicaid Eligibility
Leveraging Asset Transfers, Income Planning and Gifting Strategies
October 11, 2011 • CLE • CLE On-Demand, 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.
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