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Who should attend Fundamentals of Elder Law
This basic-to-intermediate level program is designed for: Attorneys, Paralegals, Legal Assistants, Social Workers
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Fundamentals of Elder Law  

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This basic-to-intermediate level program is designed for: Attorneys, Paralegals, Legal Assistants, Social Workers

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Seminar Summary:

Explore the challenges today's elder law practitioners face (see full course description)

 
 

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Training Course Syllabus:


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.



  1. ESSENTIAL FIRST STEPS

    Robert L. Redmond, 9:00 - 9:45


    1. Determining Your Client´s Goals

    2. Reviewing the Existing Estate Plan

    3. Evaluating Your Client´s Financial Situation (Personal Balance Sheet)



  2. QUALIFYING FOR GOVERNMENT BENEFITS

    Robert L. Redmond, 9:45 - 10:30

    1. How Much Can One Keep and Still Qualify for Medicaid?

    2. Complying with the Post-DRA Timing Requirements

    3. Medicaid for Single and Married Persons and for Unmarried Couples

    4. Using Supplemental Needs Trusts and Pooled Trusts



  3. PLANNING FOR CONTINUING CARE COSTS

    Richard Gilleran, 10:45 - 12:00


    1. Planning the Retirement Income with Long-Term Care Costs in Mind

    2. Nursing Home vs. Assisted Living

    3. Home-Based Medicaid and New Waiver Programs

    4. Long-Term Care Insurance

    5. Other Financial Planning Techniques



  4. PLANNING FOR INCAPACITY

    Linda D. O´Dell, 1:00 - 2:15


    1. Guardianships – Guardian´s Role in End of Life Decisions

    2. Geriatric Care Management

    3. Power of Attorney

    4. Medical Power of Attorney



  5. MAINTAINING AN ETHICAL PRACTICE

    Richard Gilleran, 2:30 - 3:30

    1. Rules of Professional Conduct as They Apply to Elder Law

    2. Determining Client Mental Capacity and Representing Incompetent Clients

    3. Equitable Attorney Fees Determination

    4. Attorneys Acting as Fiduciaries



  6. PREVENTING FINANCIAL ABUSE AND NEGLECT

    James V. Woodard, 3:30 - 4:30


    1. Types of Elder Abuse

    2. Red Flags to Look for – Recognize the Signs of Elder Abuse Early

    3. Aggressive Advertising of Private Medicare Advantage Plans

    4. How to Report Suspected Elder Abuse

    5. Building a Contingency in Your Client´s Estate Plan



Seminar Summary:

Explore the challenges today's elder law practitioners face (see full course description)

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