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Advising a Client Who Is an Agent-Now What Do I Do?

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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
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$199.00
$199.00

Advocating for Nursing Home Residents

Product Details:
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

Advocating for Students with Special Needs

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There are numerous programs and services available in the public schools for children with special needs. This session explains several ways to advocate for these critical programs and services to maximize the educational opportunities for special needs children.
$0.00
$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

An Employer...Who Me? (2009)

Product Details:
Session from May 2009 Special Needs program presented by Sharon Novak. This session provides a practical examination of the risks that arise when trust assets are used to compensate relatives and "strangers" who take care of beneficiaries
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Applications for NAELA's Aspirational Standards (2012)

Product Details:
Breakout session from the 2012 Annual National Conference. Presented by a panel of NAELA's Aspirational Standards Committee members.. 1 hour. Session attendees will learn how to use NAELA's Aspirational Standards by applying them to real life practical and ethical issues. Attendees also will debate how the Standards should be expanded into special needs law and revised to resolve those practical and ethical issues and situations not addressed by the current Standards.
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$129.00
$129.00

Aspirational Standards Answers Practical Ethical Questions

Product Details:
Learn to navigate the many difficult ethical issues that often arise when representing elderly individuals and individuals with disabilities including how to; Holistically meet the needs of clients; Identify the client and the individuals who will assist the client at the earliest stage of representation; Avoid conflicts of interest with family members, fiduciaries, and joint or concurrent clients; Preserve client confidentiality in situations involving frequent contacts with family members, caregivers, or other third-party individuals who are not clients; And appropriately protect clients who have diminished capacity who are at risk of substantial harm or who cannot adequately act in their own interest.
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$199.00
$199.00

Basics of Elder and Special Needs Law Kit (2012)

Product Details:
This workshop is tailored to provide a basic understanding of Elder and Special Needs Law. Presented April 2012 includes the entire eight session workshop covering range of topics including practice anagement, marketing, document drafting, financial planning, VA basics, and Medicaid fundamentals.
$350.00
$550.00
$550.00

Being Proactive With Court Accountings (2009)

Product Details:
Session from May 2009 Special Needs Program originally titled "The Thousand Dollar Tennis Shoe-Being Proactive With Court Accountings and Managing Expectations" presented by Stephen W. Dale, JD, LLM (Tax). Explore common problems in the management of Specil Needs Trusts and conservatorships, with a focus on court monitored trusts. Stephen will discuss how to utilize annual assessments with professional care managers to proactively address common concerns of the beneficiary and the courts.
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Beyond The Form: Making Financial Powers of Attorney Work

Product Details:
Taking your practice to the next level? This recorded webinar discusses incorporating specific provisions for a variety of elder and special needs situations and to maximize their acceptance.
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$119.00
$119.00