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California Chapters Summit 2020

Product Details:
Held in San Diego on March 6-7, 2020, this popular event covers nine California-specific elder topics to help you learn and grow your practice. Topics Covered In This Course: VA New Rules & Updates; How To Protect Loved Ones In an ALF/SNF; SNT Trust Administration using ABLE Accounts and TrueLink; Practice Management Software & Hidden Tricks; Getting the Most Out of California’s Medi-Cal Waivers; Retirement Planning Redefined; Useful Nuggets from ACL’s, MEDIL’s and POMS; What Did We Learn in 2019
$695.00
$795.00
$795.00

Hindsight is Always 2020: What Did We Learn in 2019

Product Details:
Review of the California case law and recent legislative developments in the area of Trusts and Estates. Including comment on relevant tax law related to Trusts and Estates. Attendees will receive relevant planning, administration, and litigation tips based on these developments.
$99.00
$149.00
$149.00

How Practice Management Software Can Boost Success

Product Details:
When you think about the operational side of your law practice, how effective is it? Are you a well oiled machine? Or, do you find yourself frequently wondering the status of your cases, what your team members are really doing during the work day, and just wish everything could run more smoothly? Are you not “tech forward” and wondering if you can run your practice without technology enhancements? If you have a practice management software, are you using all the features available to you? What about the “hidden” or “behind the scenes” tools you may be missing out on?
$99.00
$149.00
$149.00

How to Get the Most Out of California’s Medi-Cal Waivers

Product Details:
Medi-Cal is confusing and complicated. On top of all the aid codes for Medi-Cal (A&D FPL, LTC, 250% WDP, et cetera), there are all the waivered programs. This session will explore Medi-Cal Waiver Programs • how to access them and what benefits they provide.
$99.00
$149.00
$149.00

How To Protect Loved Ones In A SNF/ALF

Product Details:
If you have a client who is or was in a nursing home or assisted living facility, chances are they are going to complain to you about the facility. Listen to those complaints. Ask questions. If they complain about bedsores, falls/fractures, dehydration, malnutrition, infections, etc., they may have a case for elder abuse or neglect against the facility. Don’t overlook what might be the most valuable asset of your client’s estate.
$99.00
$149.00
$149.00

Maryland/DC NAELA Medicaid Intensive For Elder Law Attorneys

Product Details:
The first day focused on mastering key concepts such as transfer rules generally, gift and return, and the fundamentals of spousal return and income. It included guest speakers on a variety of topics, including special needs trusts, Medicaid-compliant annuities, screening for waiver services, level of care eligibility process, and an update on Maryland Medicaid from Lorie Mayorga, the Deputy Director of Medicaid Eligibility Policy. On the second day participants and the instructors discussed case studies to understand how the rules work in practice. Course materials include PowerPoints, the instructor outline, case studies, and other documents to support a deeper understanding of Medicaid planning. This intensive was held October 2020.
$300.00
$400.00
$400.00

New Hampshire Chapter Public Benefits Virtual Program

Product Details:
Full day CLE program covering a wide range of public benefits topics including Medicaid, Medicare and Social Security.
$150.00
$175.00
$175.00

Retirement Planning Redefined

Product Details:
The challenge of professional service providers today is not only to have clients find them, but also to offer something their client is unable to obtain elsewhere. Professionals can stand out from their competitors when they who understand the gaps created by traditional planning solutions and are able to provide a personalized, comprehensive service offering.
$99.00
$149.00
$149.00

SNT Trust Administration using ABLE Accounts and TrueLink

Product Details:
How are Cal-ABLE accounts set up? How does a TrueLink card work? What is the reporting to the SSA? Presenters cover all aspects of discretionary distribution requests made from beneficiaries of a Special Needs Trust (SNT). The session will address how and from whom such requests are made, sole benefit impact, discretionary distribution language drafting and implications, distribution funding mechanisms and beneficiary-specific lifetime planning.
$99.00
$149.00
$149.00

SNT Trust Administration using ABLE Accounts and TrueLink

Product Details:
How are Cal-ABLE accounts set up? How does a TrueLink card work? What is the reporting to the SSA? Stephen and Peter will cover all aspects of discretionary distribution requests made from beneficiaries of a Special Needs Trust (SNT). The session will address how and from whom such requests are made, sole benefit impact, discretionary distribution language drafting and implications, distribution funding mechanisms and beneficiary-specific lifetime planning.
$99.00
$149.00
$149.00