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Estate Plan Portability in a Mobile Society (2016)

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Learn how to identify important issues regarding state law differences from both a tax and public benefits perspective and how differences in state law regarding health care decision making can affect client wishes if they move. Understand the appropriate timing and benefit to involve local co-counsel. Presented by Howard S. Krooks, CELA, CAP, Fellow and Ruth A. Phelps, CELA, CAP, Fellow
$0.00
$199.00
$199.00

Estate Planning (2013)

Product Details:
Gifting assets to family members or trusts can be an important part of an Elder Law attorney’s practice. This session will teach you the basics with some advance planning techniques. Learn basic medical assistance qualification rules about transfers of assets, special needs trusts, and crisis planning. Presented by Mark D. Munson, CELA; Samantha L. Shepherd, CELA
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$79.50
$79.50

Estate Planning For Elder Law Attorneys (2016)

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This session focuses on the estate planning aspects of elder law, identifying gaps in information provided by new estate planning clients; discusses how to spot appropriate estate and special needs planning issues in initial client interviews; and outlines estate planning options to meet a client's goals and address issues of family dynamics. Presented by Michael Amoruso, Esq. and Jennifer VanderVeen
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$199.00
$199.00

Estate Planning for Members of the Military (2011)

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NAELA Webinar originally presented 8/11/11. This War is returning more soldiers with PTSD than any war in History. What planning can/should Elder Law attorneys be doing? 90 minute session Presented by: Marty Burbank
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$99.00
$99.00

Estate Planning For Same-Sex Married Couples (2011)

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From the National Aging & Law Institute. Discussion of how the federal Defense of Marriage Act harms legally married same-sex couples and creates obstacles to retirement and estate planning. Approx. 75 mins. Presented by Janson Wu, Esq. GLAD Staff Attorney.
$0.00
$119.00
$119.00

Estate Planning For Second Marriages (2010)

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Session from May 2010 Annual Meeting Orlando, FL. Covers estate planning issues for clients entering into second marriages. Presented by Martin Ganderson. 1 hour.
$0.00
$119.00
$119.00
Digital Content

Everything You Always Wanted to Know About Special Needs Trusts (But Were Afraid to Ask) (2012)

Product Details:
When it comes to drafting and administering special needs trusts, the questions are endless. Is a special needs trust the best option? How do I draft the trust for maximum flexibility? What tax traps am I creating when I draft a trust? The answers to those questions and more are discussed in this interactive session. Presented by Jennifer L. Vanderveen, CELA; Stephen J. Silverberg, CELA, CAP; and Thomas D. Begley III, CELA as part of the National Aging and Law Institute.
$0.00
$129.00
$129.00

Financial Literacy For A Client With Special Needs (2011)

Product Details:
Session from May 2011 Annual National Conference. Clients with special needs often lack sufficient training in basic financial tools and instruments to make the right decisions to ensure their financial well being. This program considers assistance to that client, programs, services and tools that are available; and a lawyer's role in helping a client make the right decisions. 1 hour panel discussion.
$0.00
$119.00
$119.00

First Party Special Needs Trust Document Drafting (2016)

Product Details:
This recorded webinar discusses special need trusts for the first-party and various forms and provisions.
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$119.00
$119.00

First-Party SNT's Advanced Drafting (2016)

Product Details:
This recorded webinar discusses preparation of various forms and provisions in drafting first party special needs trusts that maximize public benefit and tax opportunities and avoid potential problems.
$0.00
$119.00
$119.00