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Advocating for Your Client's Right to Remain in the Community
Attend this session to learn to advocate for your client’s civil right to remain in the community and how to participate in your state’s HCBS transition plan and how to advise clients on those changes. Presented by: Patricia E. K. Dudek, CAP, Blaine P. Brockman, Esq., and Theresa M. Varnet, Esq.
Alzheimer's Research Findings (2014)
Learn the innovative research conducted by the nationally and internationally recognized Banner Alzheimer's Institute (BAI). Dr. William Burke will discuss the international Alzheimer's Prevention Initiative being spearheaded by researchers at BAI will be discussed. Presented as part of the 2014 Annual National Conference by William J. Burke, MD, Director, Stead Family Memory Center, Banner Alzheimer's Institute, Research Professor of Psychiatry, University of Arizona College of Medicine
Are You Really Doing Advanced Planning?
Identify innovative ways to pay for long-term supports and services. What are the different strategies and options that are effective in individual states? Presented by: Stephanie Anne Bivens, CELA
Aspirational Standards Answers Practical Ethical Questions
Learn to navigate the many difficult ethical issues that often arise when representing elderly individuals and individuals with disabilities including how to; Holistically meet the needs of clients; Identify the client and the individuals who will assist the client at the earliest stage of representation; Avoid conflicts of interest with family members, fiduciaries, and joint or concurrent clients; Preserve client confidentiality in situations involving frequent contacts with family members, caregivers, or other third-party individuals who are not clients; And appropriately protect clients who have diminished capacity who are at risk of substantial harm or who cannot adequately act in their own interest.
Assessing the Latest Public Policy Risks to Your Practice
An up-to-date assessment of the national landscape and the latest out of DC, both from Congress and federal agencies. These pundits will also assess the mid-term election and what that could mean for your practice. Ever wonder if your phone calls and letters make a difference to your representative?
Assuring Quality of Care with Long-Term Care Insurance (AELR 2017)
This session includes an in-depth analysis and explanation of Medicaid-qualifying annuities, and the mystifying tax rules of annuities. Presented by: Robert C. Anderson, CELA, CAP
Avoiding SSI Surprises by Reporting the Right Way at the Right Time (2012)
You did a great plan--flawless SNT, perfect spend-down--but your client calls and says they cut off their SSI. What happened? This program will help you serve your clients and avoid missteps, suspension, and penalties. Find out the nine ways to help you get through to SSI when neither SSI nor the recipient will talk to you! Learn how to bring your office procedures to the next level to support SSI compliance. Presented by Patricia Tobin, Esq.; and Heather Campopiano, Esq. as part of the 2012 Advanced Elder Law Review Course.
Basics of Elder and Special Needs Law Kit (2012)
This workshop is tailored to provide a basic understanding of Elder and Special Needs Law. Presented April 2012 includes the entire eight session workshop covering range of topics including practice anagement, marketing, document drafting, financial planning, VA basics, and Medicaid fundamentals.
Basics Of Ethical Issues (2011)
Session from Basics Workshop May 2011 Las Vegas NV. Explores the unique ethical issues that arise when representing seniors, people with disabilities and their families. Presented by Ryan Earl. 1 hour.
Basics of Tax for an Elder Law Practice (2013)
This presentation will include an overview of the tax issues for estates under $5 million and the taxation of trusts. The following topics will be covered: how to plan with decoupling states, avoiding tax planning traps with noncitizens, maximizing the step-up basis, grantor trust v. non-grantor trust, and fiduciary income tax returns. Presented by Yahne Y. Miorini, Esq.
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