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Domestic Asset Protection (2014)

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Almost always, trusts should provide asset protection whether they are created for other people, or for the grantor. This presentation will cover the most efficient ways to achieve that asset protection, including avoiding the adverse effects of the recent Huber decision. It also will include a detailed discussion about how estate tax inclusion can be avoided for a self-settled trust. Presented as part of the 2014 Annual National Conference by Jonathan Blattmachr, Esq.
$0.00
$129.00
$129.00

Drafting to Avoid Future Medicaid & SSI Challenges

Product Details:
This session will address drafting tips to avoid challenges from the state Medicaid agency and SSI for SNT's and other Medicaid planning documents including Promissory Notes and Personal Care Agreements. The emphasis would be avoidance of appeals, administrative hearings and potential court actions. Sample provisions will be included
$0.00
$199.00
$199.00

Effective Drafting of Wills, Trusts and More

Product Details:
This session will focus on the key provisions you need to include in effectively drafting estate planning documents (specifically, wills, trusts, powers of attorney and beneficiary designations) to prevent challenges to your client's wishes/documents. Examples of provisions will be provided.
$0.00
$199.00
$199.00

Elder Law - Past, Present and Future (2009)

Product Details:
Session from 2009 Introduction to Special Needs and Elder Law presented by Peter J. Strauss, JD. Mr. Strauss, a founding member of NAELA and one of the first class of members elected as Fellows in 1989, talks about NAELA's history and achievements and the development of the Elder Law practice in the United States. He comments on his view of what issues will occupy the time of Elder Law attorneys over the next 10 years in beyond.
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$0.00
$0.00

Elder Law in an Era of Change: Expanding Your Practice

Product Details:
Proposals capping federal dollars to Medicaid and calling for increased program flexibility at the state level will no doubt change how many practice elder law. This workshop helps practitioners stay abreast of the latest regulatory and policy changes that impact planning as well as help attorneys explore alternative aspects to pursue. Topics will include overviews from members on how they are expanding their practice and answer the question such as what the work is like, what it involves and how to obtain clients.
$0.00
$199.00
$199.00

Employment and Retirement (2011)

Product Details:
Focuses on the income and estate tax complexities of IRA and retirement plans. Learn how to designate a trust as a beneficiary of a retirement account and the distribution options available on the death of the account owner. Approx. 1 hour. Presented by Bradley J. Frigon, CELA, CAP.
$99.00
$129.00
$129.00

Ensuring Independence and Choice With the HCBS Settings Rule

Product Details:
The Medicaid Home and Community-Based Services (HCBS) settings rule issued in March 2014 is designed to provide HCBS participants with the full benefits of community living and reduce isolation, while encouraging choice and independence. This session will give NALEA members a deeper understanding of the rule and the implementation process. The webinar will also discuss how NAELA members can protect, promote, and support their clients' rights, quality of care and quality of life as the new rule gets implemented in their state.
$0.00
$0.00
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Estate and Gift Tax "Tax Primer" (2012)

Product Details:
Presentation describes estate and gift tax and other related tax issues covered in the NAELA Tax Sections "Tax Primer". Presented by Bradley J. Frigon, CELA. Bradley J. Frigon, CELA
$0.00
$79.00
$79.00

Estate Plan Portability in a Mobile Society (ANNUAL 2016)

Product Details:
Learn how to identify important issues regarding state law differences from both a tax and public benefits perspective and how differences in state law regarding health care decision making can affect client wishes if they move. Understand the appropriate timing and benefit to involve local co-counsel. Presented by Howard S. Krooks, CELA, CAP, Fellow and Ruth A. Phelps, CELA, CAP, Fellow
$0.00
$199.00
$199.00

Estate Planning - Asset Reallocation, Permissible Gifts and Use of Trusts (2014)

Product Details:
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
$49.50
$79.50
$79.50