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Estate Planning (2013)

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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
$49.50
$79.50
$79.50

Estate Planning (ESSENTIALS PRACTICUM 2016)

Product Details:
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
$99.00
$199.00
$199.00

Estate Planning for Members of the Military (2011)

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NAELA Webinar originally presented 8/11/11. This War is returning more soldiers with PTSD than any war in History. What planning can/should Elder Law attorneys be doing? 90 minute session Presented by: Marty Burbank
$0.00
$99.00
$99.00

Estate Planning For Second Marriages (2010)

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Session from May 2010 Annual Meeting Orlando, FL. Covers estate planning issues for clients entering into second marriages. Presented by Martin Ganderson. 1 hour.
$0.00
$119.00
$119.00
Digital Content

Estate Planning For The Elderly (2011)

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Session from Basics Workshop May 2011 Las Vegas, NV. Provides simple techniques that can be used during an intitial consultation to integrate Elder Law topics into basic Estate Planning for the elderly. This nontraditional approach takes into consideration the client's medical concerns, whether they are planning ahead or in crisis, and possible pay sources for long-term care. Presented by Noel Simpson. 1 hour.
$0.00
$79.50
$79.50

Estate Tax Planning and Marketing For Second Half of 2012

Product Details:
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.
$0.00
$99.00
$99.00

Ethically Preventing Malpractice in Elder Law Practice (2011

Product Details:
From the National Aging & Law Institute. Elder Law attorneys can face claims from disgruntled family members and other heirs just like other attorneys doing estate and life planning. A panel discusses how Elder Law attorneys can maintain their loyalty to their clients, continue to practice in an ethical manner and still protect themselves. Approx. 75 mins. Presented by Robert Anderson, CELA, CAP; Connie Bauswell, Esq. and David Grossbaum, Esq. Moderated by Stuart D. Zimring, Esq., CAP.
$0.00
$119.00
$119.00

Ethics Lecture: Malpractice Claims In Estate Planning

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This presentation will involve a multistate review of decided cases involving malpractice in estate planning cases. Find out why Professor Beyers takes the position that the majority of decided cases in this area originate in the estate planning execution stage. Learn what you can do to avoid being a target of a lawsuit. Presented by: Professor Gerry W. Beyer
$99.00
$199.00
$199.00

Federal Estate Tax Law (2011)

Product Details:
Session from May 2011 Annual National Conference Las Vegas. The latest updates and how they apply to your practice. Gear yourself with pointers fo r your lawyer's toolbox. Presented by Thomas Begley, III. 1 hour.
$0.00
$119.00
$119.00

Fiduciary Access to Digital Assets

Product Details:
You are behind the curve if you are not addressing the administration and disposition of digital property in your estate planning. Additionally, fiduciaries are encountring special issues with access and disposition of digital property on a daily basis. This session will offer important planning tips an cutting-edge advice for fiduciary administration of this unique set of assets. The speaker will also describe and discuss the recent spate of criminal password-sharing and TOSA violation cases. Presented by: Suzanne Brown Walsh, Esq. Murtha Cullina LLP, Hartford, CT
$0.00
$199.00
$199.00