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Acting as a Fiduciary (2014)

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What to consider about whether to act as trustee, personal representative or conservator. Learn from lawyers who have active fiduciary practices. Presented as part of the 2014 Annual National Conference by Robert B. Fleming, CELA, Robert W. Fechtman, CELA
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$129.00
$129.00

Advising a Client Who Is an Agent (2017)

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Looking at varying versions of health care powers of attorney and a case scenario with which to discuss how to best counsel a client who is serving as agent on interpretation of the document and advocating for the needs and wishes of the principal. Presented by: Susan W. Tolle, M.D. and Judith D. Grimaldi, CELA, CAP
$0.00
$199.00
$199.00

Changes In The VA Fiduciary Program (2010)

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Session from the May 2010 Annual Meeting Orlando, FL.VA's National Fiduciary staff present information on recognition of court-appointed guardians and federal fiduciaries and the unique responsibilities associated. 1 hour.
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$119.00
$119.00

Client as Guardian: Bringing Calm to the Chaos (2018)

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Your client has just been appointed guardian, how do you move forward to ensure the Ward’s needs are met despite resistance from the Ward? How do you locate assets, prepare an accurate inventory, and instruct your client on how to prepare an accounting?
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$199.00
$199.00

Decanting-Fiduciary's Tool for Needs Based Assistance (2011)

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From the National Aging & Law Institute. Learn practical tips on using a trustee's "decanting" power to modify irrevocable trusts to preserve eligibility for needs-based assistance and a brief discussion on pre-mortem probate statutes. Approx. 75 mins. Presented by Bethann Boudah Chapman, Esq.
$0.00
$119.00
$119.00

Fiduciaries and Medicaid Planning (2018)

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This session examines whether and when the law might recognize the fiduciary's ability to undertake Medicaid planning for beneficiary as well as various types of fiduciary arrangements and what is needed to give the fiduciary the ability to undertake this type of planning.
$0.00
$199.00
$199.00

Fiduciary Access to Digital Assets (2017)

Product Details:
You are behind the curve if you are not addressing the administration and disposition of digital property in your estate planning. Additionally, fiduciaries are encountering special issues with access and disposition of digital property on a daily basis. This session will offer important planning tips an cutting-edge advice for fiduciary administration of this unique set of assets. The speaker will also describe and discuss the recent spate of criminal password-sharing and TOSA violation cases. Presented by: Suzanne Brown Walsh, Esq. Murtha Cullina LLP, Hartford, CT
$0.00
$199.00
$199.00

Fiduciary Litigation - Case Studies, Procedures & Trends (2014)

Product Details:
This presentation uses case studies to illustrate current issues in fiduciary litigation including intake, pleadings, litigation and advising clients to limit potential liability or litigation. Presented as part of the 2014 Annual National Conference by Sharon M. Rivenson Mark, CELA, CAP
$0.00
$129.00
$129.00

Finances and Fiduciaries: Diminished Capacity and Diminishing Resources in a Post-Election World (2012)

Product Details:
Statutory, drafting and counseling strategies to address power of attorney abuse; conservator standards in financial decisions and fees; role of Consumer Financial Protection Bureau for older individuals with diminished capacity-this workshop provides an overview of the recommendations of delegates to the Third National Guardianship Summit pertaining to financial, residential, and health care decision-making by court-appointed guardians and conservators. Presented by Edwin M. Boyer, Esq., CAP; Naomi Karp, Policy Advisor, Consumer Financial Protection Bureau Office of Older Americans; Prof. Linda Whitton, JD, Valparaiso University; and Erica Wood, ABA Commission on Law and Aging as part of the National Aging and Law Institute.
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$129.00
$129.00

Navigating Trustees of Special Needs Trusts Through Rough Waters (Summit 2016)

Product Details:
Learn how to counsel a trustee client regarding the exercise of “sole and absolute discretion” typical of a SNT that may range from having conditional or restrictive language to the broadest of discretion, and identifying under what circumstances a SNT may become unworkable and decanting or seeking its modification may be advisable. Also learn how to administer a SNT with a multitude of needs-based benefit programs in mind, from the less common such as housing assistance, SNAP, TANF, and VA benefits to those that are typically contemplated, such as SSI and Medicaid, and reconciling the applicable regulations of the various programs, as well as determining whether to forego any such benefits to provide for more flexibility in administering the SNT. Presented by Patricia E. Kefalas Dudek, CELA, CAP
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$199.00
$199.00