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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.
$0.00
$1,025.00
$1,025.00

A New Era for VA Aid and Attendance Benefits (2018)

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

Benefit Mistakes To Your Client's Advantage (2017)

Product Details:
You assist your client in properly reporting changes in his or her financial circumstances as required by the public benefit agency from which he or she receives benefits (e.g., no longer eligible due to excess resources, receipt of ISM, etc.) yet months go by and nothing happens. Or, a client comes to you after many years and you realize that he or she has been receiving benefits for which he or she has not been eligible despite verification of the public benefit agency having the relevant information. Do you open pandora's box? If so, how do you mitigate the damages? Presented by: Mary Alice Jackson, Fellow
$0.00
$199.00
$199.00

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
$0.00
$199.00
$199.00

Counseling Clients On Public Benefits Planning (2016)

Product Details:
Discusses how to recognize client circumstances that suggest public benefits planning, specifically when long-term care planning is advisable; how to develop planning options to qualify the client for public benefits (specifically long-term care benefits) in order to recommend the best course of action; how to identify additional information that will be necessary to implement a plan to qualify for public benefits;how the planning for eligibility for public benefits impacts the client's current estate plan and how the plan should be modified; and office management tools (i.e., client letters, intake forms, questionnaires, etc.) that will facilitate the long-term care planning process/representation. Presented by Howard S. Krooks, and Bridget O' Brien Swartz
$0.00
$199.00
$199.00

Dealing with Advanced VA Issues 2019

Product Details:
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. Presented by Valerie Peterson
$99.00
$199.00
$199.00

Developments in Supplemental Security Income (SSI) (2011)

Product Details:
From the National Aging & Law Institute. This session looks at developments in the SSI program with an emphasis on the SSI aged population which consists overwhelmingly of women and has a high percentage of immigrants. Topics to be covered include: Efforts to reinvigorate the moribund SSI appeals process; Language access efforts for limited English proficient (LEP) SSI recipients; Issues connected with the anticipated resolution of Clark v. Astrue, 610 F.3d 140 (2nd Cir. 2010) which ruled SSA's policy of suspending benefits of tens of thousands of individuals with warrants for alleged probation or parole violations to be unlawful. The resolution of this case may make substantial retroactive benefits available for class members; and efforts to resolve the plight of refugees, asylees and other humanitarian immigrants facing the expiration of their time limited period of eligibility for SSI benefits. Approx. 75 mins. Presented by Paul Nathanson, Esq. National Senior Citizens Law Center and Linda Landry, Esq. Boston Disability Law Center.
$0.00
$119.00
$119.00

Disability Based Social Security Benefits (2018)

Product Details:
Describe eligibility for SSI, SSDI and Disabled Adult Child benefits to clients; Assist in completing an application and Disability Report for the client; Present arguments to an ALJ that your clients meets the definition of disability for SSI or SSDI or Disabled Adult Child benefits; And explain how to be paid through the Social Security process.
$0.00
$199.00
$199.00