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New POMS On Attorney Fees

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On June 25, 2019, with no fanfare or advance notice, the Social Security Administration (SSA) issued an updated Program Operation Manual System (POMS) on the subject of when Legal Services may be subject to SSA's fee authorization process. Concerns arose that the SSA, for the first time, included several situations that may require attorneys to submit an SSA fee authorization request. During the webinar, we will review the new POMS and tips on steps the attorney may want to consider making that may minimize the impact on attorney's practices.
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Nursing Homes & Advocating Clients Rights (2021)

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What tools does the Nursing Home Reform Act of 1987 give you to advocate for your clients living in nursing homes? The presentation will include COVID-related advocacy topics including the CMS 100-day COVID waiver.
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Paying Retirement Benefits To Trusts (2021)

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This webinar covers the legal provisions regarding paying retirement benefits to trusts as a result of the SECURE Act. Learn what has changed since the Act was implemented, what stayed the same, and how this could affect your clients.
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Promissory Notes: Drafting Tips

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This webinar is based on two NAELA News articles, "Drafting and Using DRA-Compliant Promissory Notes", by Michael J. Amoruso, Esq., CAP And "Promissory Notes Do's and Don'ts," by Howard S. Krooks, JD, CELA, CAP
Click on the "additional information" link below to access the content.
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Social Media and Your Online Presence

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This Webinar is part of the Stetson School of Law Series for the small/solo practitioner. Presented by Robert Fleming. Click on the "additional information" link below to access the content.
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SSA Updates to the POMS On SNT Disbursements

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NAELA presents a 60 minute webinar to educate members. Recent changes to the Program Operations Manual System, effective in April 2018, have an impact for trust administrators who make disbursement decisions for beneficiaries of special needs trusts. During this webinar, we will discuss: Changes to the Program Operations Manual System (POMS) and the effect on disbursements, final postmortem disbursements including Medicaid payback and special considerations for structured settlement cases.
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Supercharge Your Practice (With Ethics)

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This 90 minute webinar educates members on the Second Edition of the NAELA Aspirational Standards for the Practice of Elder and Special Needs Law. The presenters will give an overview of the Aspirational Standards and will specifically cover how adopting and implementing the Standards will supercharge your practice, attract new clients, and keep them coming back.
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The Anatomy Of A Virtual Client Meeing

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Learn how to virtually connect with your clients and prospective clients - in the world of virtual meetings. What may have worked six months ago in face to face collaborations has shifted dramatically in legal consultations of today and the inevitable future.
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Transition Planning for Young Adults With Disabilities (2021

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This webinar will include an interview with a fellow attorney who has been through this process both personally and professionally. Attorney Arkontaky will share her "tag list" for transitioning to adulthood using federal guidelines as a basis and a roadmap to ensure that every child's school provides the educational resources required under the law. Come learn how you can better advocate for special education services to safeguard the future of young adults with disabilities beyond school bringing a sense of peace to their family.
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When To Convert A Client's IRA After The SECURE Act (2020)

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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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