Volume 30 Issue 4

2018 NAELA Foundation Update

By  Stuart D. Zimring, Esq., CAP
The Foundation Trustees adopted a refined mission in 2017

2018 VA Pension Eligibility Rules

By  Valerie Peterson, Esq.
On September 18, 2018, the Department of Veterans Affairs (VA) amended the rules regarding eligibility for VA pension.

Special Needs Planning Tools

By  Karen Dunivan Konvicka, JD; Joanne Marcus, MSW; and Theresa M. Varnet, MSW, JD
The ABLE Act allows an individual with a disability to have a tax-preferred savings account without jeopardizing his or her Medicaid and SSI eligibility. How does an ABLE account compare to other trusts?

NAELA Litigation Committee - Who We Are and How to Get Involved in Litigation

By  Ron M. Landsman, Esq., CAP
The NAELA Litigation Committee is eager to work with NAELA chapters and members around the country on issues that are important to them to support their efforts to improve the lives of their clients.

Promissory Notes – The Do’s and Don’ts

By  Howard S. Krooks, JD, CELA, CAP
The purpose of this article is to give practitioners a list of do’s and don’ts that will facilitate the successful use of promissory notes in jurisdictions that permit their use.

Government Benefits: Winning Against a Stacked Deck

By  Terry Berthelot, MSW, JD
Medicare beneficiaries have a legal right to appeal a hospital discharge but the regulations are written such that it is almost impossible to win such an appeal. Understanding why is vital to successful advocacy.

CAPsules: It's All About Trust

By  Leonard Mondschein, CELA, CAP
How an elder or special needs law attorney can create and build trust at the initial client consultation and convert a potential client into an actual client.

Elder Abuse: Seniors, Scams, and Identity Theft

By  Steven J.J. Weisman, Esq.
What are some common scams that seniors can fall prey to and how can we help our clients?

Featured Member: A Passionate Volunteer, Julie M. Fiedler, CELA

By  Samantha L. Shepherd, CELA
Julie’s first career was as a registered nurse. She transitioned into a successful elder law and special needs planning practice and is an active volunteer for NAELA national and her state chapter.

Powers of Attorney: Powers, Practicalities, and Pitfalls

By  Jan G. Zager, Esq.
This executive summary provides an overview of the NAELA News Online article that discusses the Uniform Law Commission’s Uniform Power of Attorney Act.

Washington's Experience With the New Uniform Power of Attorney Act

By  James M. Brown JD, CPG
Estate Planning attorneys refer to powers of attorney as ancillary documents in a full estate plan.

Trusts Section: Pet Trusts

By  Brian F. Mahoney, Esq.
A pet trust, if written with care, can ensure the pet owner’s wishes for his or her pet are kept.

Trusts Section: Settlement Protection Trusts

By  Thomas D. Begley, Jr., CELA
This article looks at what a settlement protection trust is and when and how it is used.

Special Needs Law Section: Social Security POMS Update

By  Jan G. Zager, Esq.
This is the most comprehensive revision of policy ever for special needs trusts, and it is essential that the special needs law attorney understands these revisions to remain relevant in his or her community.

Book Review: UPL Protecting Nursing Homes and Their Residents

By  Jerold E. Rothkoff, Esq.
Three members of the Florida NAELA Chapter have written a book that can serve as an outline for other states that are tackling the issue of unlicensed Medicaid advisors. Their book also serves as an important start to educating the public about the d

President's Message: Make the Most Out of Your Membership

By  Michael J. Amoruso, Esq., CAP
As a NAELA member, you have access to an amazing community of elder and special needs law attorneys, a wide variety of educational opportunities, and the chance to support advocacy efforts that make a difference in your clients’ lives.

Representative Pallone Wants to Fix the LTSS Financing System

By  Morris Klein, CELA, CAP, and David M. Goldfarb, Esq.
Ranking-Member Frank Pallone (D-NJ) of the House Energy and Commerce Committee is on a mission.

Oct/Nov/Dec 2018

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