Chapter Products Available For Purchase

 
Picture of the productCalifornia Chapters Summit 2020
Held in San Diego on March 6-7, 2020, this popular event covers nine California-specific elder topics to help you learn and grow your practice. Topics Covered In This Course:
VA New Rules & Updates;
How To Protect Loved Ones In an ALF/SNF;
SNT Trust Administration using ABLE Accounts and TrueLink;
Practice Management Software & Hidden Tricks;
Getting the Most Out of California’s Medi-Cal Waivers;
Retirement Planning Redefined;
Useful Nuggets from ACL’s, MEDIL’s and POMS;
What Did We Learn in 2019

Regular price: 795.00
Discounted member price: 695.00
Member discount: 13%
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CALSUM20
Picture of the productSNT Trust Administration using ABLE Accounts and TrueLink
How are Cal-ABLE accounts set up? How does a TrueLink card work? What is the reporting to the SSA? Presenters cover all aspects of discretionary distribution requests made from beneficiaries of a Special Needs Trust (SNT). The session will address how and from whom such requests are made, sole benefit impact, discretionary distribution language drafting and implications, distribution funding mechanisms and beneficiary-specific lifetime planning.

Regular price: 149.00
Discounted member price: 99.00
Member discount: 34%
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CALSUM2001
Picture of the productUpdate: Policy announcements from ACWD letters and MEDILs
Get current updates on selected policy announcements from ACWD Letters and MEDILs in California.

Regular price: 149.00
Discounted member price: 99.00
Member discount: 34%
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CALSUM2002
Picture of the productHindsight is Always 2020: What Did We Learn in 2019
Review of the California case law and recent legislative developments in the area of Trusts and Estates. Including comment on relevant tax law related to Trusts and Estates. Attendees will receive relevant planning, administration, and litigation tips based on these developments.

Regular price: 149.00
Discounted member price: 99.00
Member discount: 34%
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CALSUM2003
Picture of the productRetirement Planning Redefined
The challenge of professional service providers today is not only to have clients find them, but also to offer something their client is unable to obtain elsewhere. Professionals can stand out from their competitors when they who understand the gaps created by traditional planning solutions and are able to provide a personalized, comprehensive service offering.

Regular price: 149.00
Discounted member price: 99.00
Member discount: 34%
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CALSUM2004
Picture of the productHow to Get the Most Out of California’s Medi-Cal Waivers
Medi-Cal is confusing and complicated. On top of all the aid codes for Medi-Cal (A&D FPL, LTC, 250% WDP, et cetera), there are all the waivered programs. This session will explore Medi-Cal Waiver Programs • how to access them and what benefits they provide.

Regular price: 149.00
Discounted member price: 99.00
Member discount: 34%
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CALSUM2005
Picture of the productHow Practice Management Software Can Boost Success
When you think about the operational side of your law practice, how effective is it? Are you a well oiled machine? Or, do you find yourself frequently wondering the status of your cases, what your team members are really doing during the work day, and just wish everything could run more smoothly? Are you not “tech forward” and wondering if you can run your practice without technology enhancements? If you have a practice management software, are you using all the features available to you? What about the “hidden” or “behind the scenes” tools you may be missing out on?

Regular price: 149.00
Discounted member price: 99.00
Member discount: 34%
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CALSUM2006
Picture of the productSNT Trust Administration using ABLE Accounts and TrueLink
How are Cal-ABLE accounts set up? How does a TrueLink card work? What is the reporting to the SSA? Stephen and Peter will cover all aspects of discretionary distribution requests made from beneficiaries of a Special Needs Trust (SNT). The session will address how and from whom such requests are made, sole benefit impact, discretionary distribution language drafting and implications, distribution funding mechanisms and beneficiary-specific lifetime planning.

Regular price: 149.00
Discounted member price: 99.00
Member discount: 34%
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CALSUM2007
Picture of the productVA: New Rules & Updates
The VA made sweeping changes to the VA pension eligibility rules that went into effect October 18, 2018. This session will provide an overview of the new rules, with a focus on planning opportunities available to elder law practitioners and their clients under the new rules.

Regular price: 149.00
Discounted member price: 99.00
Member discount: 34%
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CALSUM2008
Picture of the productHow To Protect Loved Ones In A SNF/ALF
If you have a client who is or was in a nursing home or assisted living facility, chances are they are going to complain to you about the facility. Listen to those complaints. Ask questions. If they complain about bedsores, falls/fractures, dehydration, malnutrition, infections, etc., they may have a case for elder abuse or neglect against the facility. Don’t overlook what might be the most valuable asset of your client’s estate.

Regular price: 149.00
Discounted member price: 99.00
Member discount: 34%
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CALSUM2009
Picture of the productMedi-Cal Updates and the Future of Estate Planning for LTC
This Webinar sponsored by Southern California Chapter was presented by Pauline Shatara and Peter Stern and is available for purchase. California chapter members enter promo code CALCHAPTER for a $10 discount.

Regular price: 35.00
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CALWEB1221