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A Letter of Intent - A Deep Dive (2021)

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Addresses what a Letter of Intent is and the steps recommended to create one for a person with special needs. As a caregiver of a dependent with special needs the single most important issue on your mind, regardless of the age of the dependent, is what will happen to my dependent after I’m gone. The letter of intent, though not legally binding can assist the family in knowing their wishes for their loved one will be carried out. The letter of intent will include the people, places, and services the dependent with special needs requires. There are some needs that will always be present and they must be carefully considered and planned for appropriately. This workshop will give the remaining caregivers a guide to follow. You will learn about the ways to complete the Letter of Intent, available resources, and necessary tools to help develop this plan. A Letter of Intent is a guide for future caregivers in making the most appropriate life decisions for their dependent and helping to provide direction to their trustee in fulfilling his or her fiduciary responsibilities. We will discuss not only what should be contained but can help ensure the type of care and quality of life for your loved one’s well-being today and tomorrow. 2021 Annual Conference
$99.00
$199.00
$199.00

Advanced Directive Horror Stories (2018)

Product Details:
Become familiar with actual cases encountered by medical professionals and how the medical team addressed bioethical issues. The session will also analyze how these issues may have been better evaluated or prevented by the attorney with proper drafting of advanced directives, client counseling, and other legal intervention.
$0.00
$199.00
$199.00

Assessments of Undue Influence (2013)

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Undue influence presents a unique interplay of law and psychology. This presentation will present the legal elements of undue influence and an overview of the concept of undue influence as it is understood by psychologists and other mental health professionals. Learn about the tools you can use to evaluate the quality of mental health assessments and integrate those assessments with legal doctrine and so improve their representation and advocacy in cases involving allegations of undue influence. Presented by Dr. Eric G. Mart, Ph.D., ABPP; Lawrence A. Frolik, Esq., CAP
$0.00
$129.00
$129.00

Basic Legal Planning for Retirees (2012)

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Produced in partnership with Stetson School Of Law, this presentation focuses in on three main concerns for retirees: protecting assets, avoiding institutional care and not becoming a burden on others. Presented by Rajiv Nagaich, Esq.
$0.00
$79.00
$79.00

Clifton B. Kruse, Jr. Ethics Lecture - A Debate on Derivative Client Status as Related to Beneficiaries of SNTs (2015)

Product Details:
As attorneys specializing in elder law and special needs, we often find ourselves struggling with who is our real client. Additionally, we may believe that we have moral and possibly legal obligations and duties to derivative, non-clients, especially vulnerable elders and persons with special needs. Lecture is in debate format.
$0.00
$199.00
$199.00

Diminished Capacity And The Lawyer's Role (2012)

Product Details:
Focuses on the different facets of incapacity and the lawyer's role in determination, as well as ethical issues involved and the difference between legal and clinical determinations. Presented by Charles P. Sabatino, Esq. Produced in partnership with Stetson School Of Law
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$79.00
$79.00

Drafting Powers of Attorney: They are not Forms (2019)

Product Details:
A power of attorney is an indispensable legal tool in planning for incapacity, but it has the also become one of the most common vehicles for financial exploitation. Expand your knowledge and skill in counseling clients and creating POAs that are better tailored to the client's needs and less vulnerable to abuse. Presented by David Godfrey and Andrew Hook
$0.00
$199.00
$199.00

Drafting Tips for Representation/Fee Agreements and Letters (2013)

Product Details:
Learn best practices in writing letters of engagement/legal services agreements. This session includes examining excellent and deficient sample language in light of the ABA Model Rules, with the goal of improving your skills in drafting agreements, leading to more educated and satisfied clients and enhanced protection from scope of representation-based malpractice threats. You should also leave the session equipped with effective answers when asked about a fee from the client or the bar. Presented by Kathryn Cook DeAngelo, CELA, CAP; Barbara S. Hughes, Fellow, CAP
$0.00
$129.00
$129.00

Employee Benefit and Retirement Plans For Your Firm (2017)

Product Details:
In this session, we will give you tools to help you design an employee benefit and retirement package for small firms that will be legally compliant and allow your firm to attract and retain qualified staff and compete with larger firms. Presented by: Marilyn Monahan, Esq. and Alison Fay, Esq.
$0.00
$199.00
$199.00

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