Explore the challenges today's elder law practitioners face
Join us for an overview of the planning process and gain a firm foundation in the issues that will impact the rapidly growing and changing senior population to help your clients plan for their future needs.
- Learn how to conduct a structured interview with a client who is facing long term care issues.
- Effectively use the information provided by the clients to get a realistic view of their financial situation.
- Clarify your understanding of Medicaid qualifications so you can assess client eligibility.
- Stay up-to-date with the latest opinions for long-term care funding – and help your client live a fulfilling life.
- Understand the intricacies of long-term care insurance so that your client doesn't have to.
- Determine when guardianships are appropriate and confidently initiate them.
- Know what role geriatric care managers play, and how you can use them effectively.
- Learn to identify and avoid common pitfalls in representing incapacitated clients.
- Spot the signs of abuse early on and be ready to combat it.
- ESSENTIAL FIRST STEPS
Robert L. Redmond, 9:00 - 9:45
- Determining Your Client's Goals
- Reviewing the Existing Estate Plan
- Evaluating Your Client's Financial Situation (Personal Balance Sheet)
- QUALIFYING FOR GOVERNMENT BENEFITS
Robert L. Redmond, 9:45 - 10:30
- How Much Can One Keep and Still Qualify for Medicaid?
- Complying with the Post-DRA Timing Requirements
- Medicaid for Single and Married Persons and for Unmarried Couples
- Using Supplemental Needs Trusts and Pooled Trusts
- PLANNING FOR CONTINUING CARE COSTS
Richard Gilleran, 10:45 - 12:00
- Planning the Retirement Income with Long-Term Care Costs in Mind
- Nursing Home vs. Assisted Living
- Home-Based Medicaid and New Waiver Programs
- Long-Term Care Insurance
- Other Financial Planning Techniques
- PLANNING FOR INCAPACITY
Linda D. O'Dell, 1:00 - 2:15
- Guardianships – Guardian's Role in End of Life Decisions
- Geriatric Care Management
- Power of Attorney
- Medical Power of Attorney
- MAINTAINING AN ETHICAL PRACTICE
Richard Gilleran, 2:30 - 3:30
- Rules of Professional Conduct as They Apply to Elder Law
- Determining Client Mental Capacity and Representing Incompetent Clients
- Equitable Attorney Fees Determination
- Attorneys Acting as Fiduciaries
- PREVENTING FINANCIAL ABUSE AND NEGLECT
James V. Woodard, 3:30 - 4:30
- Types of Elder Abuse
- Red Flags to Look for – Recognize the Signs of Elder Abuse Early
- Aggressive Advertising of Private Medicare Advantage Plans
- How to Report Suspected Elder Abuse
- Building a Contingency in Your Client's Estate Plan
This basic-to-intermediate level program is designed for:
- Legal Assistants
- Social Workers