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2014 Clifton Kruse Ethics Lecture - Ethics of Ancillary Practices: How Much is Too Much?

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The focus of this lecture is complementary and ancillary services in connection with elder law and estate practices and how closely such services can be linked without running aground on ethical shores. Presented as the keynote address of the 2014 Annual National Conference by Margaret Lodise, Partner - Sacks, Glazier, Franklin & Lodise LLP
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$129.00
$129.00

A Cross Border Case of Fraud and Recovery (2012)

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Keynote session from the 2012 Annual National Conference. Presented by Heather Mountford and Peter Schmiedel. 1 hour. This session will discuss how counsel from different jurisdictions can assist each other in pursuit of remedies on behalf of cognitively impaired and disabled persons. We will use a case study of the Estate of Richard V.Henry, which arose in Chicago and where the exploiter transferred misappropriated assets across the border into Canada.
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$129.00
$129.00

Achieving Family Harmony in Estate Plans-Tools (2010)

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Session from NAELA Annual Meeting May 2010. Comprehensive and innovative solutions can reduce the risk of disharmony in estate planning. Presented by Robert C. Anderson and Timothy O'Sullivan. 1 hour 9 minutes.
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$119.00
$119.00

Advanced Estate, Tax and Post Mortem Planning 2019

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This session includes an explanation of the income, estate, gift, and capital gain tax implications of estate planning, and how post-mortem tax planning can be used to reduce undesirable tax results.
Presented by Hyman Darling
$99.00
$199.00
$199.00

Advanced Issues in Pre-Mortem Estate Planning 2019

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This session includes a discussion of the advice to give clients on advanced issues regarding wills, trusts, and durable general or financial powers of attorney as well as address the drafting of such documents. Presented by Michael Amoruso
$99.00
$199.00
$199.00

Clayton QTIP Election (2015)

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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)

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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
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$199.00
$199.00

Cultural Competency for the Elder Law Attorney (2013)

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Tips for counseling the LGBTQ community about estate, special needs and retirement planning, patient visitation rights, and long-term care considerations while watching movie clips. You will leave this session empowered to counsel LGBTQ individuals to maximize their new rights. Presented by Cynthia Barrett, CAP, and Stephanie Schneider, Esq.
$0.00
$129.00
$129.00

Do Trusts For Married Clients Need Portabililty? (2017)

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Is portability always desirable? How do you determine whether all A/B trusts should be restated and replaced with these provisions? Are there non-tax reasons to consider in drafting a married trust? Presented by Dennis M. Sandoval, CELA, Fellow
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$199.00
$199.00

Domestic Asset Protection (2014)

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Almost always, trusts should provide asset protection whether they are created for other people, or for the grantor. This presentation will cover the most efficient ways to achieve that asset protection, including avoiding the adverse effects of the recent Huber decision. It also will include a detailed discussion about how estate tax inclusion can be avoided for a self-settled trust. Presented as part of the 2014 Annual National Conference by Jonathan Blattmachr, Esq.
$0.00
$129.00
$129.00