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