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Elder Law Ethics (2009)
Session from 2009 Introduction to Special Needs and Elder Law presented by Charles P. Sabatino, JD. Difficult professional ethical issues arise frequently in providing legal services to elderly clients, especially regarding capacity, identifying the client in the context of a family network, conflicts of interest, and confientiality. Using a series of thought-provoking written vignettes, Mr. Sabatino examines key ethical issues in Elder Law. The NAELA Aspirational Standards for the Practice of Elder Law is also introduced.
Elder Law Is More Than Just Money Or Papers
When we help clients obtain Medicaid or VA benefits, have we done all we can to help the client? Or is there more we could and should be considering? This session will focus on the many aspects of practicing elder and special needs law. Presented by: Rajiv Nagaich, CAP and Jerold E. Rothkoff
Emergency Preparedness (2010)
Session from 2010 Special Needs Summit presented by Robert Abrams, author of "Watered-Down Truth: A Flood of Lies That Was More Deadly Than Hurricane Katrina". Vulnerable populations, including the elderly and individuals with special needs, are at risk when disasters strike. During Hurricane Katrina, for example, the overwhelming majority of people who died were over the age of 75. Elder Law attorneys have a unique opportunity and responsibility to educate their clients as to what they must do to protect themselves and their families before the next disaster strikes. As a result of the information and resources presented in the program, Elder Law attorneys will help save lives and property.
Ensuring Trust Distributions Enhance Quality of Life (2009)
Session from 2009 Special Needs Program presented by Julieanne E. Steinbacher, Esq. Panel discussion explores different techniques used in Special Needs Trusts to ensure that distributions enhance the quality of life of the beneficiary. The panel discusses the use of micro-boards, trust protectors and distribution committees.
Essentials Practicum 2016
Supporting anyone who has completed the Essentials Online course or who has a basic understanding of Elder and Special Needs Law, the Essentials Practicum builds on that knowledge. By working with real life scenarios, the five 90 minute sessions actively work through hypothetical client and drafting situations built around a core area.
Essentials Practicum and Essentials Online Bundled Discount
Expand your practice with NAELA’s Essentials. NAELA Essentials are two educational programs with a single goal, to provide attorneys the opportunity to build a solid foundation of knowledge toward their Elder and/or Special Needs Law practice. Essentials Online is a great place to start. It is an online program, with 13 different areas of concentration. Follow up with Essential Practicum Workshop, a hands-on intensive one day workshop that puts all the elements of the online course into real-life scenarios.
Estate Planning - Asset Reallocation, Permissible Gifts and Use of Trusts (2014)
This session will provide an overview of the various planning tools that attorneys have at their disposal when assisting elder and special needs clients with planning for long-term care. Discussion will cover both crisis mode and preemptive planning, with a focus on asset reallocation, permissible gifts, and use of trusts in both the Medicaid and VA context. Presented as part of the 2014 Basics Workshop by Mark Munson, CELA and Samantha Shepherd, CELA
Estate Planning (2013)
Gifting assets to family members or trusts can be an important part of an Elder Law attorney’s practice. This session will teach you the basics with some advance planning techniques. Learn basic medical assistance qualification rules about transfers of assets, special needs trusts, and crisis planning. Presented by Mark D. Munson, CELA; Samantha L. Shepherd, CELA
Estate Planning (ESSENTIALS PRACTICUM 2016)
This session focuses on the estate planning aspects of Elder Law, identifying gaps in information provided by new estate planning clients; discusses how to spot appropriate estate and special needs planning issues in initial client interviews; and outlines estate planning options to meet a client's goals and address issues of family dynamics. Presented by Michael Amoruso, Esq. and Jennifer VanderVeen
Estate Tax Planning and Marketing For Second Half of 2012
Webinar presented 6/13/12. Review how to generate revenue for the rest of 2012 with best practices on estate tax planning and a discussion on how to create marketing plans around estate tax planning. Those who provide estate planning services know you are navigating through an environment filled with economic uncertainty and ongoing legislative and regulatory developments. Learn how to meet your clients' estate planning needs and pick up clients in these uncertain times.Provides the latest estate planning advice and techniques. Presented by Bob Keebler, CPA, MST, AEP (Distinguished), Keebler and Associates, and, Steve Silverberg, CELA, CAP. And, if that's not enough, find out what Mark Merenda, Smart Marketing, has to say about how to market your estate planning services and pick up clients with six months left in 2012. This 90-minute webinar is moderated by Mike Amoruso, Esq., who will guide these three, nationally recognized experts through a dynamic interchange of best practices and practical advice.
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