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Looking Back and Looking Ahead: The Future of Estate Planning (2014)

Product Details:
This presentation will include discussion of developments in legal practice over the past 40 years especiallly as they relate to estate planning. It will then forecast the likely changes that will occur in the next decade. It will discuss changtes relating to billing, staffing, outsourcing and, in particular, the use of technology. Hear an explanation of why there will be more changes to the practice in the next ten years than have occurred in the past 40 years and how these changes will relate to the need for office space, communications with colleagues and clients and the rapidly developing areas of artificial intelligence. Presented by Jonathan Blattmachr, Esq.
$0.00
$129.00
$129.00

Medicaid Estate Recovery (2015)

Product Details:
The application of federal and state statutes on estate recovery may cost your client even after death. Attend this session and you'll be able to identify whether assets are subject to estate recovery, determine whether exemptions or changes in ownership/beneficiary designations can protect assets, and analyze whether the state has exceeded the outer limits of the federal estate recovery statute. Presented by Clayton Davis, Esq.
$0.00
$199.00
$199.00

Medicaid Estate Recovery State By State Analysis (2012)

Product Details:
Breakout session from the 2012 Annual National Conference. Presented by David Zumpano.. 1 hour. This is a multi-state analysis of estate recovery including constitutionality, federal pre-emption, what can (and cannot) be recovered, conflict of laws regarding joint tenancy, contracts, trusts, life estates and IRAs, recovery from the recipient, spouse or others and the attorney's role when counseling.
$0.00
$129.00
$129.00

Middle Class Estate Planning (2014)

Product Details:
With the increase of the estate tax exemption to $5.34 million, many advisors and clients have shifted their focus away from federal estate tax planning to other areas, such as planning for digital assets, state estate tax planning, planning for long-term care, use of trusts for asset protection and other purposes, advance health care and financial directives, retirement, and social security planning. This session will discuss how elder law attorneys can remain relevant to their clients in this increasingly competitive environment. Presented as part of the 2014 Annual National Conference by Bernard A. Krooks, CELA
$0.00
$129.00
$129.00

MIDGTS VS. SPAS (2009)

Product Details:
Session from November 2009 Public Benefits and Guardianship Institute. Learn the best way to protect your home from the high cost of nursing home care. How to do it without a tax bill for your children if the property is sold? How to keep control of your house yet have it protected? Trust (MIDGT) or life estate (SPA), which to use? If you use a life estate, couple it with a retained special power of appointment to keep even greater control. Presented by Timothy P. Crawford. 1 hour.
$0.00
$119.00
$119.00

Multi-Generational Estate Tax & LTC Planning (2010)

Product Details:
Session from 2010 Advanced Fall Institute presented by Michael Gilfix, Esq.
$0.00
$0.00
$0.00

Navigating the Long-Term Care Insurance Marketplace

Product Details:
Long-term care risk management in 2018 is significantly different than just 5 years ago. Non-traditional coverage now makes up more than half of all policies sold. Within this workshop you will gain an understanding of the long-term care insurance marketplace and how it can complement an existing estate and Medicaid plan.
$0.00
$199.00
$199.00

New York Chapter DSS Panel Discussion

Product Details:
This discussion took place Monday January 27, 2014 at the annual meeting of the New York NAELA Chapter in New York City The Chapter invited a panel of DSS attorneys from around the state to talk about some issues that are important to our practice. Some of the topics covered were spousal refusal and spousal impoverish budgeting, IRA budgeting, Special SNT provisions, estate recovery liens on real estate.
$55.00
$55.00
$55.00

Planning for Snowbirds and Jet-Setters: Documents That Fly

Product Details:
Understand the issues that must be addressed when preparing an estate plan for a client who frequently travels among different states, with a particular focus on powers of attorney and advance directives. Presented by Interactive Legal (sponsorship)
$0.00
$199.00
$199.00

Planning In Light Of Estate Tax Uncertainty (2010)

Product Details:
Session from May 2010 Annual Conference in Orlando, FL, Group discussion to assist in identifying important issues that relate to Estate Tax uncertainty and what will happen with regard to carryover basis vs. stepped up basis. Presented by Prof. Jeffrey Pennell. 1 hour 10 minutes.
$0.00
$119.00
$119.00