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2013 Basics Workshop Recorded Sessions

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This is a downloadable version of the 2013 Basics Workshop, 8 recorded sessions and materials. Are you thinking about expanding your current practice or interested in gaining a basic understanding of Elder and Special Needs Law? This content is tailored to provide you with a solid overview of Elder Law. * How to Start your Practice and Manage It * Medicaid Fundamentals * Dealing with Incapacity: Guardianship, Elder Abuse and Ethics * There is No Place Like Home • But There Are Options * VA Basics: From the Law to Attorney Certification * Estate Planning - Asset Protection, Uncompensated Transfers and Trusts * Special Needs Trusts and Sample Scenarios * How to Make Money Practicing Elder Law * Basics of Tax For An Elder Law Practice
$250.00
$550.00
$550.00

5-Year Trusts Benefits, Pitfalls & Solutions

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This webinar is based on two NAELA News articles, "Understanding and Marketing the 5-Year Trust", by Donna J. Jackson, LLM, and Leonard E. Mondschein, LLM, CELA, CAP And "Seven Pitfalls and Six Solutions to the Medicaid 5-Year Trust", by Meghan M. Teigen, Esq., and Mark T. Johnson, CELA. The 5-year trust, or Medicaid asset protection trust as it is sometimes called, is an irrevocable trust designed to hold and preserve assets and either accumulate or distribute income. This recorded seminar will give an overview on it's uses and limitations.
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ACA and Medicaid Managed Care: A Perfect Storm Threatening the Special Needs Practitioner (2015)

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The presentation assists attorneys in determining if retaining Medicaid is still a safe harbor or a Category 5 threat. Or does manipulating ACA's MAGI sometimes provide a safer, better and less expensive course? Moderated by David Lillesand
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$199.00
$199.00

ACA's Medicaid Long-Term Services (2011)

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From the National Aging & Law Institute. The Affordable Care Act (ACA) offers more money to states that are willing to expand their Medicaid home and community-based services (HCBS) options. Two of the most notable ACA-related features-the Community First Choice benefit and Balancing Incentives Payments Program-were set to go live in October 2011. However, whill the ACA encourages states to expand HCBS, many have actually reduced it to relieve current budget pressures and a growing nmber of states are introducing managed care into their Medicaid LTSS programs in order to better control future expenditures. Meanwhile the Department of Justice is stepping up its enforcement of the ADA against states that are failing to comply with the integration mandate in the operation oftheir Medicaid programs. This seminar provides an overview of state adoption of the ACA's new Medicaid LTSS options, as well as an analysis of how effective this adoption may be in shaping the states' programmatic choices and their effords to comply with the ADA. Approx. 1 hour. Presented by Gene Coffey, Esq. and Paul Nathanson, Esq. National Senior Citizens Law Center.
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$119.00
$119.00

Accelerating Medicaid Eligibility: How to Deal with an IRA Owned by The Institutionalized Spouse

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Accelerating Medicaid Eligibility: How to Deal with an IRA Owned by the Institutionalized Spouse. Medicaid Compliant Annuity expert Dale Krause discusses one of the hottest topics in crisis Medicaid planning: how to handle cases in which the institutionalized spouse owns an IRA. Dale will walk through the different strategies available using a Medicaid Compliant Annuity, including the “Name on the Check Rule,” which involves annuitizing the IRA while designating the community spouse as payee. This session will include in-depth case studies, key considerations, and best practices every attorney should know. 2021 Annual Conference
$99.00
$199.00
$199.00

Advanced Medicaid Planning 2017

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This session will review some common and not so common asset protection strategies that can be used when planning for Medicaid benefits for your clients. Come hear some twists on old strategies and some new and advanced strategies which you can add to your Medicaid planning tool bag. Presented by: Letha Sgritta McDowell, CELA
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$199.00
$199.00

Advocacy Update Live: ACA Repeal and Medicaid Reform

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This month, the House actively considered the American Health Care Act, the Republican replacement for the Affordable Care Act. The legislation still calls for significant changes to Medicaid's financing structure and includes targeted reforms to the program. Learn more about the Act and NAELA's lobbying activities to date in 2017.
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Advocating for Nursing Home Residents

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Various tools are available to advocate for the rights and needs of institutionalized people who have the limited ability to advocate for themselves. This session identifies the various tools, such as Medicaid appeals, nursing home care planning meetings, resident councils, and resident rights challenges, and decodes how to clear the procedural and bureaucratic hurdles.
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$199.00
$199.00

Allowable Distributions for Special Needs Trusts (2012)

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Whether you're advising a trustee of a special needs trust or acting as trustee, navigating the rules surrounding allowable distributions can be challenging. This session explores how to use those rules to get your beneficiaries the help and support they need without losing their Medicaid or SSI benefits. Presented by Thomas D. Begley Jr., CELA and Kristen L. Behrens, Esq. as part of the National Aging and Law Institute.
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$129.00
$129.00

Assuring Quality of Care with Long-Term Care Insurance (AELR 2017)

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This session includes an in-depth analysis and explanation of Medicaid-qualifying annuities, and the mystifying tax rules of annuities. Presented by: Robert C. Anderson, CELA, CAP
$99.00
$199.00
$199.00