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New Homes, New Lives, New Legal Issues: Working with America’s Ethnic Elders (2013)

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Many of America’s largest cities are now home to “new” ethnic elders
who have migrated here in old age. These elders find themselves without social supports, and often navigate through a mix of Western and non-Western norms, codes, and advisors. This raises new issues and challenges for elder law attorneys and their practices. Presented by Dr. Jeffrey P. Rosenfeld, PhD, Hofstra University.
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$129.00
$129.00

Paying for Long Term Care: Crisis Planning (2017)

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In this session, participants will discuss innovative ways of paying for long-term care expenses. Crisis planning will be the focus of this session. Recognizing that not all strategies will be accepted in some states, participants should come prepared to talk about different types of assets and strategies for covering the high cost of long-term care. Possible topics include: gifts and loans, planning for family members with disabilities, spenddowns and purchasing excluded assets, annuity and promissory notes. Presented by: Paul A. Sturgul, CELA, CAP, Fellow
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$199.00
$199.00

Planning for Snowbirds and Jet-Setters (2017)

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Understand the issues that must be addressed when preparing an estate plan for a client who frequently travels among different states, with a particular focus on powers of attorney and advance directives. Presented by Interactive Legal (sponsorship)
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$199.00
$199.00

Planning For Special Needs (2011)

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Webinar originally presented 6/9/11. Learn about creating a financial and legal blueprint to address the special person's unique personal and social needs. Families of people with special needs face planning challenges that accompany longer life expectancies - a future without full independence--and the need to maintain the outstanding quality of life. You will gain an overview of the three main federal disability programs and learn how to creat a customized, comprehensive plan for your clients. Presented by Randy Bryan. 1 hour.
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$99.00
$99.00

POMS Changes Affecting Special Needs Trusts

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The Social Security Administration made changes to the POMS regarding special needs trusts. This program will discuss updating trust documents to comply with the new rules and provide suggestions for advising trustees. At the end of this webinar, you will be able to understand the changes relating to special needs trusts and know how to address current trusts which do not comply with new POMS provisions. You will also learn what is ahead for rulemaking and advocacy with SSA for special needs trusts.
$0.00
$129.00
$129.00

Preparing for the Future Needs of People with Disabilities (2014)

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Based on the startling findings described in their NAELA Journal article (Fall 2013, Volume 9, Number 2), Michele Fuller, Esq., and Kevin Urbatsch, Esq., will reveal their discoveries regarding the predicted demographic makeup of persons with disabilities and the factors that influence their numbers. Lean how to prepare today to be the successful special needs practitioner to meet the challenges of the future. Presented as part of the 2014 Annual National Conference.
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$129.00
$129.00

Protecting Blended Families with Proper Document Drafting (ANNUAL 2016)

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Today's "traditional" family looks much different than those of prior times. This session examines estate planning needs of blended families and assists the practitioner in examining and planning for the conflicts between older, less needy, but more "entitled" linear children v. younger, more needy step-children. Also reviews ideas for resolution of issues between present and future beneficiaries sharing the same trust corpus. Presented by Michael Graham, Senior Attorney, Graham Law Group, Interactive Group CEO
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$199.00
$199.00

Record Keeping & Accounting for SNTs (2012)

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Breakout session from the 2012 Annual National Conference. Presented by Heather Durham Nadler, CELA. 1 hour. State Medicaid agencies are increasingly scrutinizing the administration of Special Needs Trusts. This session would advise attendees as to the standards which are used during review and how trustees should be advised in order to withstand this increased scrutiny.
$0.00
$129.00
$129.00

Should You Be a Successor Trustee under a SNT? (2011)

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From the National Aging & Law institute. As more and more trustees of SNTs decide they cannot or do not wish to continue there are many opportunities but also many pitfalls to consider. If asked to be a successor trustee should you accept? Approx. 75 mins. Presented by Robert Mascali, Esq. General Counsel, NYSARC Inc.
$0.00
$119.00
$119.00

Signs That Client Finances Are Off Track (2017)

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What are the eight most common signs that client finances may be off track? How do you indentify a client who may lack financial capacity or at rist of undue influence? Take appropriate action to protect your client. Presented by Sheri Samotin
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$199.00
$199.00