Help Your Aging Clients Secure Proper Care and Qualify for Benefits
Aging in comfort and confidence is no small task. Ensuring long-term care, making the tough medical decisions and delegating care of the finances are just a few of the onerous tasks of aging. This practical legal guide offers real-life solutions to qualifying for benefits and improving quality of life for your older clients and clients with disabilities. Expand the range of options for your clients - order today!
- Explore top LTC funding tools, including Medicaid.
- Get a refresher on disability and veterans benefits eligibility criteria and application.
- Identify and plan for common tax issues arising in representing aging clients.
- Make certain the medical and financial proxies stand up to the test of time and use.
- Understand how Medicare works so you can answer clients' key questions and advocate on their behalf.
- Help clients stay in their homes with in-home care planning techniques, including waivers and more.
- Make the best use of SNTs and ABLE accounts.
- Get a legal ethics compliance guide focused specifically on elder law challenges.
10:00 am to 5:00 pm Eastern Standard Time
- UNDERSTANDING OLDER CLIENTS
10:00 - 10:30, Avery J. Mayne
- Quality of Life Considerations
- Getting a True Picture of the Current Financial and Medical Situation
- Understanding the Current Family Dynamics
- Clarifying Estate Planning Goals
- Geriatric Care Management
- Top Trends and Concerns
- RETIREMENT ASSETS PLANNING
10:30 - 11:00, Thomas J. Murphy
- TAX ISSUES IN ELDER LAW: GIFTS, INTER-VIVOS TRANSFERS AND OTHER ISSUES
11:00 - 11:30, Thomas J. Murphy
- MEDICAL AND FINANCIAL PROXIES AND OTHER PROTECTIVE ARRANGEMENTS
11:45 - 12:15, Avery J. Mayne
- Drafting Advance Directives
- Resuscitation, End of Life, Organ Donation and Treatment of the Remains
- Financial POAs: General vs. Specific Use
- Transferring Gift Giving Power
- Powers that Must be Expressly Stated to be Upheld
- Satisfying Institutions/Government Agencies
- Modifying POAs
- MEDICAID CRITERIA AND ASSET PLANNING
12:15 - 1:00, Avery J. Mayne
- Is Medicaid Right for the Client?
- Countable vs. Excluded Assets
- Calculating and Allocating Income and Resources
- Asset Transfers for Purposes of Medicaid Eligibility
- Lookback Period and What Commonly Triggers Penalties
- Planning for IRAs and Retirement Accounts
- Promissory Notes and Annuities
- Medicaid Application and Appeals
- MEDICARE QUESTIONS, ADVOCACY, APPEALS
1:30 - 2:00, Colleen D. Bratkovich
- DISABILITY BENEFITS: SSI, SSDI, VETERANS BENEFITS
2:00 - 2:45, Colleen D. Bratkovich
- SSI vs. SSDI Benefits
- SSDI Application and 5-Step Claim Evaluation Procedure
- Aid and Attendance and Other Veterans Benefits: Who and What is Covered, How to Apply
- Overpayment and Other Risks and Problems
- SPECIAL NEEDS TRUSTS AND ABLE ACCOUNTS
2:45 - 3:15, Thomas J. Murphy
- IN-HOME CARE: MEDICAID WAIVERS AND CAREGIVER AGREEMENTS
3:30 - 4:00, Colleen D. Bratkovich
- Waiver Programs for Funding In-Home and Community Care
- Housing, Living Arrangements
- Outlining Caregiver Duties
- Providing for Personal Care, Social Needs, Transportation
- Ensuring Proper Nutrition and Medical Care
- Unique Considerations and Common Pitfalls in Family Caregiver Arrangements
- Sample Caregiver Agreement Review
- LEGAL ETHICS IN THE ELDER LAW PRACTICE
4:00 - 5:00, Lon T. McClintock
- Who is Your Client?
- Conflicts of Interest: Representing Husband and Wife
- Confidentiality: Dealing with Clients' Family Members
- Attorneys Acting as Guardians
- Why Medicaid Planning is Ethical
- Preventing Malpractice in Simple Everyday Steps
- Reporting Elder Abuse
This legal course is designed for attorneys. It will also benefit accountants, nursing home administrators, trust officers, social workers, benefits coordinators, geriatric care managers, and other professionals working with elder clients on planning issue.