21/4 X 43/4 one ad per issue
|
This advanced course contains 14 sessions based on the 12 core/sub-core areas of elder law presented by experienced Elder and Special Needs attorneys.
|
This session addresses the giving of advice about health care decision-making rights and options and the process of advance care planning, specifically the preparation and use of advance medical directives (medical powers of attorney, living wills, and health care declarations) and palliative care.
|
This session includes a discussion of the advice to give clients on advanced issues regarding wills, trusts, and durable general or financial powers of attorney as well as address the drafting of such documents.
|
This session includes an explanation of the income, estate, gift, and capital gain tax implications of estate planning, and how post-mortem tax planning can be used to reduce undesirable tax results.
|
This session is designed to help you learn more about the planning, drafting, and administration of special/supplemental needs trusts, the ABLE Act, housing, employment, education, and related issues.
|
Ethical issues can appear suddenly like a spider. This session will address how to avoid getting bitten by the ethical spider of an elder law practice with the help of NAELA's Aspirational Standards, a cornerstone of NAELA membership
|
This session will address advising clients on how capacity is determined, 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
|
This advanced session will cover the intricacies of veterans’ benefits (disability and retirement) as well as look at the recent developments in VA benefits, including litigation and rule-making.
|
This advanced session will cover the intricacies of veterans’ benefits (disability and retirement) as well as look at the recent developments in VA benefits, including litigation and rule-making.
|
This session will focus on the complexities of IRAs and other retirement plans. Learn how to provide accurate advice on the use and proper administration of these entities in the most efficient way.
|
This session will address how to advise your clients who are residents of nursing facilities, continuing care retirement communities, assisted living facilities, and adult care facilities of their rights and appropriate remedies in matters such as admission, transfer and discharge policies, quality of care, and related issues
|
This session includes seeking the appointment of, giving advice to, representing, or serving as executor, personal representative, attorney-in-fact, trustee, guardian, conservator, representative payee, or other formal or informal fiduciary. This session includes a discussion of the ethics of fiduciary representation
|
This session will provide a review as well as an overview of some of the more advanced issues in Medicare that clients face.
|
This session will take an advanced view of Medicaid by looking at the past and how it affects current planning opportunities.
|
This session will be a very fast-paced review of the key components of the Social Security program, including the eligibility requirements for all benefits (retirement, survivors, and disability) under Titles II and XVI of the Social Security Act, with particular emphasis on the disability benefit programs. Post-entitlement issues, including CDRs and overpayments, will be addressed, along with what advocates need to know about representation and representative payees.
|
NAELA offers quality education for members at every level. The NAELA Advanced Elder Law Course is the best content for practicing elder law attorneys looking to advance in their field. This course contains 14 sessions based on the 12 core/sub-core areas of elder law presented by experienced elder and special needs attorneys. This product also includes the 2020 CELA Exam Prep Review
|
Outlines the prudent investment principles required of fiduciaries under the Uniform Prudent Investor Act (UPIA) and the common ways these mandates are compromised in investment portfolios and how to remedy them.
|
The session will discuss the due care and due diligence required of a fiduciary, types of misfeasance and malfeasance that commonly get fiduciaries into trouble, drafting documents to avoid liability for fiduciaries, when is judicial intervention needed, and best practices for representing fiduciary clients.
|
Many elder law attorneys are familiar with the Gift and Medicaid Compliant Annuity (MCA) strategy in which the Medicaid applicant divests assets and intentionally creates a penalty period. But did you know there’s another option for single clients? Not every client’s case facts are appropriate for the Gif/MCA strategy. Plus, this strategy is not available in all states that may have additional regulations restricting its use. In these cases, attorneys need another solution. Dale... Details
|
Veteran trial attorney and television personality Mark Eiglarsh shares his simple and effective strategies and perspectives you can use today to live a happier life. Mark's engaging stories from the courthouse and the tale of his own journey from grief to gratitude offer an inspiring roadmap for those seeking more out of life, work and love. Whatever the root of your discontentment may be, happiness is a choice. The formula Mark provides is what you've been looking for, ensuring... Details
|
This program will discuss how bias impacts the definitions of what is considered maltreatment of vulnerable adults as well as how we define the victims and perpetrators, provide protections for the victims and dole out punishment of perpetrators.
|
This session focuses on actionable items you and your firm can take to protect yourself and your clients from the ever changing risks and challenges posed by cyber criminals. Come away with an increased knowledge of the risks as well as easy to implement action steps to mitigate those risks.
|
Ableism is pervasive and persistent, affecting all aspects of disabled people’s lives. This presentation defines ableism and describes the ways that it is woven into our laws, policies, and collective conscience. It also explores how ableism is embedded in legal practice and concludes with suggestions for attorneys about how to commit to an anti-ableist practice.
|
This presentation reviews implications of the expiration of the Tax Cuts and Jobs Act for individual tax payers and their estate plans. Frequent transactions in elder law, tax planning for elder law practitioners, the potential impact on future taxes, and capital gains for clients and their heirs is also discussed.
|