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2019 Trusts Workshop
This workshop offers real-life client scenarios to explore 6 types of trusts. Workshop includes a total of 6 sessions: Revocable Trusts with Pour Over Wills, Irrevocable Income Only Trusts, VA Trusts, Trusts to Hold Retirement Funds, When Beneficiary Is A Minor,Irrevocable Life Insurance Trusts and Special/Supplemental Needs Trusts. Total runs at approximately 9 hours.
2021 Kruse Lecture: The Ups And Downs Of Representing Clients During This Critical Time
The Good, the Bad, and the Ugly of Ethical Representation Virtually. The 2021 Clifton Kruse Lecture (named in honor of the late former NAELA President) will discuss the opportunities the pandemic has provided to reach people, address their needs, and develop new techniques that can be used even after this time ends. It will also look at the ethical challenges faced by virtual representation including communication, confidentiality, and execution of documents. Finally, we will take up the truly difficult issues surrounding assessing capacity and spotting undue influence. 2021 Annual Conference
2021 NAELA Annual Conference Virtual (bundle)
For over 30 years, NAELA's Annual Conference has provided Elder and Special Needs Law professionals an unparalleled opportunity to learn, discover, and succeed in the field. NAELA members and speakers have helped define this area of law and as part of the 2021 Annual Conference, you will hear thought provoking speakers, presenting 17 programs designed to help you expand your outlook, and sharpen the skills and knowledge you need to excel in your practice.
A Letter of Intent - A Deep Dive (2021-Annual)
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
ABLE Act and Fostering Independence (2012-Annual)
Town Hall Debate session from the 2012 Annual National Conference. Presented by
a panel of NAELA experts in Special Needs Law.
. 1 hour.
ACA and Medicaid Managed Care: A Perfect Storm Threatening the Special Needs Practitioner (2015)
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
Accounting for Lawyers--Stetson Series on Solo Practitioners
It is always important for all attorneys to remember the business side of their practices. That means that attorneys need to pay careful attention to the systems that they have in place to manage the financial side of their practices, whether through the people they hire or the software they use. This one hour webinar, featuring Stetson Law Dean Christopher M. Pietruszkiewicz, will provide a basic overview of reading and understanding financial statements (balance sheet, income statement, statement of cash flows) and generally accepted accounting standards to appreciate the business needs of clients and the accounting (and tax) issues important to all.This series is focused on the myriad of specialties a small or solo office practitioner needs to know and is offered free of charge courtesy of Stetson Law.
Advanced Drafting Considerations for First-Party SNT's
Taking your practice to the next level? This recorded webinar discusses preparation of various forms and provisions in drafting first party special needs trusts that maximize public benefit and tax opportunities and avoid potential problems.
Advanced Elder Law Review + CELA PREP 2020
This advanced course contains 14 sessions based on the 12 core/sub-core areas of elder law presented by experienced Elder and Special Needs attorneys. This product also includes the 2020 CELA Exam Prep Review.
Advanced Elder Law Review 2017
This advanced course containing 14 separate sessions was designed for NAELA members who want to position themselves as experts in the field by learning from experienced Elder and Special Needs attorneys.
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