Course ID: 20808 | Course Duration: 1 Day

A Unique Approach to Resolving the Legal and Finanical Concerns to Elder Care Training Class

Course ID: 20808

A Unique Approach to Resolving the Legal and Finanical Concerns to Elder Care Training Seminar

Protect Your Clients' Assets and Provide the Services They Need

The cost of long-term care can consume a person's assets if without a carefully drafted estate plan that only addresses tax issues, but gaing issues not in place. This seminar will give you the skills required to create an estate plan that meets your clients' needs. Become prepared - register today!

Understand your role in your clients long term care.
Draft an estate plan to secure your clients future using our sample forms and letters.
Ensure that the client's wishes will be carried out - through appropriate asset titling, the will, a durable power of attorney and advanced directives.
Preserve the client's assets through the use of irrevocable trusts, annuities, life insurance, retirement accounts and gifting methods.
Avoid ethical issues when representing elderly and incapacitated clients with due diligence.
What does your client qualify for? Help your clients with their financial and estate planning by learning how to differentiate between Medicare, Medicaid and Long Term Care Insurance.
Don't let excess assets impact Medical eligibility: advise clients on how to qualify and preserve assets.
Learn what can be done for an incapacitated elder without adequate legal documents.


	Agenda
	UNDERSTANDING WHAT LONG-TERM CARE IS AND YOUR ROLE IN CREATING THE LONG TERM CARE PLAN 9:00 - 9:30, Mark John Crews Home Care Assisted Living Nursing Facility How to Draft the Long Term Care Plan Like Minded Professionals ETHICAL CONSIDERATIONS 9:30 - 10:30, Julie M. Fiedler Acting Within the Lawyer's Expertise Who is The Client? Competency of the Client Client Interview Managing Conflicts of Interest DRAFTING AN APPROPRIATE PLAN 10:45 - 11:15, Vincent M. Casiano Client's Capacity to Execute Documents Client Assessment to Create an Appropriate Plan Basic Documents Every Client Should Have Appointing Agents & What Authority to Give INSURANCE TO FUND ALL OR PART OF LONG TERM CARE 11:15 - 12:00, Mark John Crews What is Long Term Care? Costs of Care and Funding Sources Understanding Long Term Care Insurance Benefits OVERVIEW OF GOVERNMENT PROGRAMS 1:00 - 2:30, Mark John Crews Veterans Overview of Programs for the Elderly Housebound Aid and Attendance Criteria for Eligibility Recovery Issues Medi-Cal Overview of Programs Aged, Blind & Disabled Medically Needy Long Term Care Criteria for Eligibility Single vs. Married Community Based vs. Skilled Nursing Facility Benefits Recovery Issues After Death of the Beneficiary PRESERVING ASSETS WHEN QUALIFYING FOR BENEFITS 2:30 - 3:00, Julie M. Fiedler What is the Current State of the Law? Basic Medi-Cal Issues Spend-down Exempt vs. Non-exempt Resources Gifting Tax Issues to Consider PRESERVING ASSETS ONCE THE CLIENT IS RECEIVING BENEFITS 3:15 - 3:30, Vincent M. Casiano Retroactive Benefits Reducing Share of Cost with Outstanding Medical Bills or Cost of Living in a Licensed Facility Trusts - Revocable vs. Irrevocable Avoiding Estate Recovery CRISIS MANAGEMENT IN LONG TERM CARE - WHAT TO DO WHEN THERE IS NO PLAN 3:30 - 4:00, Julie M. Fiedler Conservatorships and Probate Code 2580 Petitions Probate Code 3100 Petitions BLENDING VA, MEDI-CAL AND INSURANCE TO GAIN THE GREATEST AMOUNT OF AID FOR YOUR CLIENT 4:00 - 4:30, Mark John Crews

Audience

This basic-to-intermediate level seminar will provide instruction on how to create effective estate plans for elderly clients. The following professionals will benefit from this program: