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2018 Annual (24 Sessions)

Product Details:
This bundle includes 24 recorded sessions from the 2018 Annual Conference held in New Orleans, including sessions on technology, advocacy, public benefits planning and ethics.
$0.00
$1,025.00
$1,025.00

2019 NAELA Annual Conference (bundle)

Product Details:
This bundle includes 21 recorded sessions from the 2019 Annual Conference held in Fort Worth TX, including sessions on technology, advocacy, public benefits planning and ethics.
$725.00
$1,025.00
$1,025.00

5-Year Trusts Benefits, Pitfalls & Solutions

Product Details:
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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A New Era for VA Aid and Attendance Benefits

Product Details:
This 2018 Summit session is based on the recent Department of Veteran’s Affairs final rule related to its “pension benefit” which took effect on 10/18/2018. As a result of these legislative changes, this session will address how our members will need to adapt to the new set of rules.
$0.00
$199.00
$199.00

Advanced Medicaid Planning 2017

Product Details:
This session will review some common and not so common asset protection strategies that can be used when planning for Medicaid benefits for your clients. Come hear some twists on old strategies and some new and advanced strategies which you can add to your Medicaid planning tool bag. Presented by: Letha Sgritta McDowell, CELA
$0.00
$199.00
$199.00

Allowable Distributions for Special Needs Trusts (2012)

Product Details:
Whether you're advising a trustee of a special needs trust or acting as trustee, navigating the rules surrounding allowable distributions can be challenging. This session explores how to use those rules to get your beneficiaries the help and support they need without losing their Medicaid or SSI benefits. Presented by Thomas D. Begley Jr., CELA and Kristen L. Behrens, Esq. as part of the National Aging and Law Institute.
$0.00
$129.00
$129.00

Attack of the Zombie Debt Collectors (2012)

Product Details:
Zombie Debt is aptly named because it is hard to defend against and seemingly never dies. Learn to defend debt collection lawsuits and protect exempt federal benefits from garnishment. Presented by Prof. Peter A. Holland, University of Maryland, Francis King Carey School of Law; and Julie Nepveu, Senior Attorney, AARP Foundation Litigation as part of the National Aging and Law Institute.
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$129.00
$129.00

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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Clayton QTIP Election (2015)

Product Details:
While the “Clayton QTIP Election” is a marital deduction concept for estate tax purposes, its utility has far greater reach and impact. This session will explore the election, how to make it, its benefits and advantages when compared to disclaimer and non-estate tax planning, and how to incorporate it into your elder law practice. Presented by Steve Silverberg
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$199.00
$199.00

Contested Guardianships: Sword and Shield (2009)

Product Details:
Session from 2009 Public Benefits and Guardianship Institute presented by Cynthia L. Barrett, CELA, CAP and Shirley Berger Whitenack, Esq., CAP. While many family members initiate guardianships to protect an alleged mentally incapacitated person, some are motivated by a desire to control a relative and his or her assets. This session focuses on litigation techniques and ways to improve the life of the incapacitated person, preempt fights and chaos, and improve post-mortem positions through contested guardianships. Panel presentation is followed by a workshop-style directed discussion led by panel members an leaders from the Guardianship/Capacity Section.
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