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Government Benefits For The SNT Beneficiary (2016)

Product Details:
This recorded webinar discusses knowledge of distribution provisions to include (or not include) in order to maximize the beneficiary’s eligibility for government benefits (and quality of life) and to minimize conflict between the trustee and the beneficiary or the family.
$0.00
$119.00
$119.00

Interplay of Crummey Powers with SNT's (2017)

Product Details:
How many times has a client come to you with a third party special needs trust that includes Crummey powers? And not only do they include these powers, they’ve been ignored. What does this mean for the beneficiary’s eligibility for public benefits? How do you rectify the situation? Presented by: Robert B. Fleming, CELA, Fellow
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$199.00
$199.00

Keeping Your Plan Out of Court (2017)

Product Details:
Litigation has and will continue to impact the practices of transactional attorneys. It is essential to understand the evolving nature of trust, estate and elder law litigation not only to preserve the wishes of our clients but to insure that we are not brought in as parties to disputes which arise from interfamily conflicts over the planning which we provide. Presented by: Thomas D. Begley, III, CELA
$0.00
$199.00
$199.00

Long-Term Care Insurance Marketplace (2018)

Product Details:
Long-term care risk management in 2018 is significantly different than just 5 years ago. Non-traditional coverage now makes up more than half of all policies sold. Within this workshop you will gain an understanding of the long-term care insurance marketplace and how it can complement an existing estate and Medicaid plan.
$0.00
$199.00
$199.00

Looking Back and Looking Ahead: The Future of Estate Planning (2014)

Product Details:
Discussion of developments in legal practice over the past 40 years especially as they relate to estate planning. What are the likely changes that will occur in the next decade. What changes are coming relating to billing, staffing, outsourcing and, in particular, the use of technology. Hear an explanation of why there will be more changes to the practice in the next ten years than have occurred in the past 40 years and how these changes will relate to the need for office space, communications with colleagues and clients and the rapidly developing areas of artificial intelligence. Presented by Jonathan Blattmachr, Esq.
$0.00
$129.00
$129.00

Making Financial Powers of Attorney Work (2016)

Product Details:
This recorded webinar discusses incorporating specific provisions for a variety of elder and special needs situations and to maximize their acceptance.
$0.00
$119.00
$119.00

Maryland SNT Experience and its Impact on You (2012)

Product Details:
Breakout session from the 2012 Annual National Conference. Presented by Jason Frank and Ron Landsman. 1 hour. This session will contain a review of the process by which proposed MD regulations that would have severely restricted the use of SNTs was turned into legislation that protected their use (including the ability of those 65 and older to use DAC pooled Asset Trusts without a medical assistance transfer penalty.) Attend this session to stay ahead of any proposed SNT state legislation and possible impacts.
$0.00
$129.00
$129.00

Maximizing Social Security Income For Dual Income Boomers (2012)

Product Details:
Breakout session from the 2012 Annual National Conference. Presented by David Cechanowicz. 1 hour. Electing Social Security Benefits for dual income retirees is a complicated financial issue that is surrounded with other planning issues. Dual income couples have a fifty percent chance that one of them will live to at least 90 years old which may strain their financial resources. Using a coordinated approach, we will demonstrate how morality, income taxes, and general economic impact this decision making process. Case studies will illustrate how changes in underlying assumptions create alternate "best decisions which may provide significant additional lifetime benefits for clients.
$0.00
$129.00
$129.00

Medicaid Planning and Crisis Medicaid Planning (2017)

Product Details:
At what point do you not do crisis medicaid planning (how much $$ do we save for clients)? When we have a resident spouse with a POA, do we talk to the client who has to divest funds? Who is the client? How do you balance this? Presented by: H. Amos Goodall, Jr., CELA, Fellow
$0.00
$199.00
$199.00

Middle Class Estate Planning (2014)

Product Details:
With the increase of the estate tax exemption to $5.34 million, many advisors and clients have shifted their focus away from federal estate tax planning to other areas, such as planning for digital assets, state estate tax planning, planning for long-term care, use of trusts for asset protection and other purposes, advance health care and financial directives, retirement, and social security planning. This session will discuss how elder law attorneys can remain relevant to their clients in this increasingly competitive environment. Presented as part of the 2014 Annual National Conference by Bernard A. Krooks, CELA
$0.00
$129.00
$129.00