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 802 items in 54 pages
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 802 items in 54 pages
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This session will address issues such as spousal 'testamentary trusts' and pour back wills.Presented by Howard S. Krooks, CELA, CAP
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Session from NAELA Annual Meeting May 2010. Comprehensive and innovative solutions can reduce the risk of disharmony in estate planning. Presented by Robert C. Anderson and Timothy O'Sullivan. 1 hour 9 minutes.
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Session from the November 2010 Advanced Fall Institute. Avoid the pitfalls of Advance Care Planning with premature/prolonged dying and unbearable pain, suffering and/or burdensome years. Presented by Stanley Terman, Ph.D., M.D. 1 hour 15 minutes.
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Overview of eligibility for long-term services and support provided by Medicaid, including home and community based waiver programs. Medicare changes occasioned by ACA. Overview of four SSA entitlement programs (retirement, disability, dependents, and survivors) and one welfare program (Supplemental Security Income). Broad overview of VA health, burial and pension benefits available to Veterans and surviving spouses. Approx. 2 hours. Presented by Morris Klein, CELA; Gregory Wilcox, ... Details
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Explore representation of fiducaries, such as executors, administrators, trustees, guardians, conservators, attorneys-in-fact and agents in pursuant to health care proxies. Approx. 1 hour. Presented by Shirley Berger Whitenack, Esq., CAP
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Advising how capacity is determined and the level of capacity required for various legal activities, and representing those who are or may be the subject of guardianship/conservatorship proceedings or other protective arrangements. Approx. 1 hour. Presented by Paul A. Sturgul, CELA.
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The five "C's" of Elder Law Ethics (client, confidences, capacity, conflict and control) are discussed in this audience interactive discussion. Also covers the more complex issues surrounding the identification of the client, the duty of the attorney when working with a client with diminished capacity; the thorny area of confidential information; the need to identify and deal with conflicts; and finally the essential responsibility of the attorney to allow the client to be in... Details
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Advice regarding the preparation of advance medical directives (medical powers of attorney, living wills, and health care declarations) and counseling older persons, individuals with supplemental/special needs, attorneys-in-fact, and families about life care, medical and life sustaining choices, and related personal life choices. Approx. 1 hour. Presented by Catherine Anne Seal, CELA.
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Discussion of the income, estate, gift, and capital gains tax implications of estate and Medicaid planning, probate, trusts, durable general or financial powers of attorney and gifting. Approx. 1 hour. Presented by Hyman G. Darling, CELA.
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The practice of Elder Law is often subject to a variety of litigation including will contests, guardianships and claims regarding fiduciary abuse and neglect. Areas of advocacy include asserting the rights of clients in a variety of venues including fair hearings, medicare and veterans appeals and claims regarding nursing home torts. Approx. 1 hour. Presented by Thomas D. Begley III, CELA.
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Discussion regarding planning, drafting and administration of special/supplemental needs trusts, housing, employment, education and related issues. Approx. 1 hour. Presented by Neal A. Winston, CELA.
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Discussion of housing counseling, including reviewing the alternatives available and their financing such as: renovation loan programs, life care contracts, home equity conversion, reverse and other mortgage options. Resident Rights Advocacy, including advising patients and residents of hospitals, nursing facilities, continuing care retirement communities, assisted living facilities, adult care facilities, and those cared for in their homes of their rights and appropriate remedies in ... Details
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Analyzing and explaining the types of insurance available, such as health, life, long-term care, home care, COBRA, medigap, long-term disability, dread disease, prescription coverage, and burial/funeral policies. Approx. 75 mins. Presented by Robert C. Anderson, CELA, CAP.
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Gain a general understanding of the laws barring age or disability discrimination in housing and employment. Approx. 45 mins. Presented by Kate Mewhinney, CELA.
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Focuses on the income and estate tax complexities of IRA and retirement plans. Learn how to designate a trust as a beneficiary of a retirement account and the distribution options available on the death of the account owner. Approx. 1 hour. Presented by Bradley J. Frigon, CELA, CAP.