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Elder Law: Advanced Strategies and Techniques Training Class
Course ID: 20209
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Elder Law: Advanced Strategies and Techniques Training Seminar
Enhance Your Skills as an Elder Law Practitioner
As the characteristics, goals and objectives of the aging population change, do you have the skills to address the unique needs of this generation for independence, continuing employment and a more active lifestyle? Do you have the tools to ensure your clients enjoy the same quality of life they did before retirement, despite more stringent requirements to qualify for government benefits? Join us for a blend of cutting-edge information and insightful discussion of key elder law issues so you can take your practice to the next level. Enroll today!
- Gain practical tips to streamline the planning process with the most effective trusts for Medicaid asset transfers.
- Take away solutions for how to qualify unmarried clients for Medicaid.
- Gain valuable tips and techniques for managing client communication and explaining planning techniques while maintaining your trade secrets.
- Stay on the cutting edge of the law - explore the state implementation of DRA and its effects on your practice.
- Ensure clients' financial freedom - find out what alternatives to Medicaid are available.
- Make sure your client qualifies for Medicaid: learn to apply the new longer look-back period.
- Know what red flags to look for in LTC insurance policies and protect clients from financial exploitation.
- Help your client make the life-and-death decisions while thinking clearly by learning how you can perfect your advance directive drafting skills.
- What would you do when???? Explore real-life and hypothetical scenarios of unethical or questionable conduct and make sure you are maintaining your good reputation.
- Help your clients understand their LTC options by exploring new assistance programs.
- Recognize the signs of elder abuse and neglect, and how you can combat it through litigation.
- Explore the new challenges, developments and trends of elder law with a collaborative roundtable discussion.
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Agenda |
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MEDICAID UPDATE
8:30 - 10:00 Raymon B. Harvey.
- The Application Process: Minimize the Nightmare
- When to Transfer Assets and Why
- Resolving Complex Issues
- Medicaid Planning is Not (Always) About Preserving Assets
- Appealing Denial of Benefits
PLANNING FOR LONG-TERM CARE
10:15 - 11:15 Robert Zetterlund.
- Disadvantages of Medicare Advantage Program
- New Long-Term Care Options to Reflect the Need for Independence
- The Challenges and Opportunities of Americans Retiring Abroad
- Evaluating Various LTC Insurance Policies - What to Look For
- Planning for Non-Traditional Family Units
- The Most Effective Trusts to Use in Funding LTC
ADVANCED GUARDIANSHIP ISSUES
11:15 - 12:00 and 1:00 - 1:45 Rebecca J. Denison.
- Alternatives to Guardianship
- Addressing Guardianship Abuse
- Temporary Guardianship/Conservatorship
- Modification and Termination
- Drafting Advance Directives that Work
ETHICAL DILEMMAS
1:45 - 2:45 Richard F. Hatfield.
- Who Is the Client?
- Determining Mental Capacity of an Elder Client
- Representing a Client with Alzheimer's or Dementia
- Additional Duties and Traps When Attorneys Serve as Fiduciaries
- Practical Scenarios - What Would You Do?
PREVENTING AND REPORTING ELDER ABUSE AND EXPLOITATION
3:00 - 3:50 Rebecca J. Denison.
- Types of Abuse
(Including: fiduciary, emotional, abandonment, neglect, etc.)
- Common Perpetrators and Liability
- Red Flags to Look For
- How to Report Suspected Elder Abuse
NEW CHALLENGES, RECENT DEVELOPMENTS AND CURRENT TRENDS ROUNDTABLE DISCUSSION
3:50 - 4:40 Rebecca J. Denison, Raymon B. Harvey and Richard F. Hatfield.
- Clearly Communicating With the Client
- Elders Refusing Help
- Social Security Depletion - Independent Retirement Financial Planning
- Expanding Your Client Base - the Art of Rainmaking
- Working with Non-Legal Professionals to Develop a System of Referrals
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Audience |
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This advanced level seminar addresses complex challenges of elder law practice and will benefit:
- Attorneys
- Paralegals and Legal Assistants
- Accountants and CPAs
- Financial Planners
- Trust Officers
- Social Workers
- Nursing Home Administrators
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Elder Law: Advanced Strategies and Techniques Training Course Dates and Locations
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Course ID: 20209
| Course Duration: 1 Day
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Locations: |
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