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Showing 1 - 10 of 118 Results

123's and ABC's of SNT's (2009)

Product Details:
Session conducted by Howard S. Berk, Esq., Kerry R. Peck, Esq. and Diana M. Law, Esq. This session will demonstrate, illuminate, and devise creative schemes to revolutionize the use of special needs trusts in your practice to increase your revenue in a down economy.
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5-Year Trusts Benefits, Pitfalls & Solutions

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This webinar is based on two NAELA News articles, "Understanding and Marketing the 5-Year Trust", by Donna J. Jackson, LLM, and Leonard E. Mondschein, LLM, CELA, CAP And "Seven Pitfalls and Six Solutions to the Medicaid 5-Year Trust", by Meghan M. Teigen, Esq., and Mark T. Johnson, CELA. The 5-year trust, or Medicaid asset protection trust as it is sometimes called, is an irrevocable trust designed to hold and preserve assets and either accumulate or distribute income. This recorded seminar will give an overview on it's uses and limitations.
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Advocacy Update Live: ACA Repeal and Medicaid Reform

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This month, the House actively considered the American Health Care Act, the Republican replacement for the Affordable Care Act. The legislation still calls for significant changes to Medicaid's financing structure and includes targeted reforms to the program. Learn more about the Act and NAELA's lobbying activities to date in 2017.
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An Employer...Who Me? (2009)

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Session from May 2009 Special Needs program presented by Sharon Novak. This session provides a practical examination of the risks that arise when trust assets are used to compensate relatives and "strangers" who take care of beneficiaries
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Appellate Advocacy Tips for the Elder Law Attorney (2009)

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Session from 2009 Annual Conference presented by James R. (Jim) Layton, State Solicitor, Office of the Attorney General of Missouri. Session helps increase an Elder Law Attorney's advocacy skills through written legal communication including briefs, pleadings and correspondence.
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Asset Protection Planning for Blended Families

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In the blended family context, many of the elder law attorney's common asset protection planning techniques have the potential to cause disruption and damage to delicate family relationships if not employed with care. Based on the NAELA Journal article Asset Protection Planning for Blended Families, By Letha Sgritta McDowell, CELA, and Jonathan G. Blattmachr. This recording is free for members.
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Being Proactive With Court Accountings (2009)

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Session from May 2009 Special Needs Program originally titled "The Thousand Dollar Tennis Shoe-Being Proactive With Court Accountings and Managing Expectations" presented by Stephen W. Dale, JD, LLM (Tax). Explore common problems in the management of Specil Needs Trusts and conservatorships, with a focus on court monitored trusts. Stephen will discuss how to utilize annual assessments with professional care managers to proactively address common concerns of the beneficiary and the courts.
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Blended Families and Medicaid Planning (2010)

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Session from May 2010 Annual Meeting presented by Candace M. Pollock . Overview of issues planners must address when dealing with blended family situations.
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Can Guardianship Be Avoided? (2009)

Product Details:
Session from November 2009 Public Benefits and Guardianship Institute presented by Paul R. Kietzman and Robert Mascali from NYSARC, Inc. Innovative practices are offered that can be used to avoid the need for a formal guardianship for an individual with developmental disabilities. The panel presentation is followed by a workshop-style directed discussion led by panel members and leaders from the Guardianship/Capacity Section.
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Changes From the Secure Act

Product Details:
The SECURE Act brings major changes to retirement tax policy, particularly the rules that limit “stretch” IRAs. The "stretch" allowed an inheritor to take money out of a retirement account over their lifetime. The SECURE Act requires most, but not all individuals, to take the money out in ten years. Yet, many estate plans do not leave retirement accounts outright to inheritors, but in a trust for their benefit. NAELA’s experts not only understand how to plan with trusts under the SECURE Act, but even obtained changes in the final bill to ensure that trusts for people with disabilities could retain “the stretch.”
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