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Asset Protection Planning for Blended Families
In the blended family context, many of the elder law attorney's common asset protection planning techniques have the potential to cause disruption and damage to delicate family relationships if not employed with care. Based on the NAELA Journal article Asset Protection Planning for Blended Families, By Letha Sgritta McDowell, CELA, and Jonathan G. Blattmachr. This recording is free for members.
Basics of Elder and Special Needs Law Kit (2012)
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.
Basics of Tax for an Elder Law Practice (2013)
This presentation will include an overview of the tax issues for estates under $5 million and the taxation of trusts. The following topics will be covered: how to plan with decoupling states, avoiding tax planning traps with noncitizens, maximizing the step-up basis, grantor trust v. non-grantor trust, and fiduciary income tax returns. Presented by Yahne Y. Miorini, Esq.
Beyond Assisted Living and Skilled Nursing- Other Housing Options (ANNUAL 2016)
Explains the basic structure and eligibility requirements for various low income housing programs that are available prior to assisted living and/or skilled care. Explores solutions and planning options for low-moderate income seniors and/or disabled individuals to avoid institutional based care. Uses case studies as examples of how multiple agencies/programs can be combined to provide optimal housing and care choices for seniors. Presented by Bob Prettyman, COO Housing Management, Renee Nicolosi, Director of Resident & Community Services and Annie Hancock, Health and Aging Program Specialist, Denver Housing Authority
Blended Families and Medicaid Planning (2010)
Session from May 2010 Annual Meeting presented by Candace M. Pollock . Overview of issues planners must address when dealing with blended family situations.
Breaking Out of the Conventional Mold of Advanced Directives
Based upon the recommendations of a working summit of legal and clinical experts in advance care planning, this workshop will present usable and actionable best practice guidelines and a checklist to enable you to incorporate and use advance care planning practices that are more person-centered, aligned with the clinical realities of end-of-life decision-making, and result in patients' goals of care and wishes being known and honored in clinical settings. Presented by Judith R. Peres and Charles P. Sabatino
California Chapters Summit 2020
Held in San Diego on March 6-7, 2020, this popular event covers nine California-specific elder topics to help you learn and grow your practice. Topics Covered In This Course: VA New Rules & Updates; How To Protect Loved Ones In an ALF/SNF; SNT Trust Administration using ABLE Accounts and TrueLink; Practice Management Software & Hidden Tricks; Getting the Most Out of California’s Medi-Cal Waivers; Retirement Planning Redefined; Useful Nuggets from ACL’s, MEDIL’s and POMS; What Did We Learn in 2019
Case Law Update 2019
NAELA past presidents will discuss some of the most significant cases decided in the past year, covering a variety of substantive areas of elder law and special needs planning. Presented by: Edwin M. Boyer, CAP; Howard S. Krooks, CELA, CAP; Professor Rebecca Morgan; Craig Reaves, CELA, CAP; Vincent Russo , CELA, CAP; Shirley Berger Whitenack, CAP
Clayton QTIP Election (2015)
While the “Clayton QTIP Election” is a marital deduction concept for estate tax purposes, its utility has far greater reach and impact. This session will explore the election, how to make it, its benefits and advantages when compared to disclaimer and non-estate tax planning, and how to incorporate it into your elder law practice. Presented by Steve Silverberg
Complex Planning With IRAs (2012)
Focuses on the complexities of IRAs and other retirement plans. Learn how to provide accurate advice on the use and proper administration of these entities in the most efficient way. Presented by Bradley J. Frigon, CELA, CAP as part of the 2012 Advanced Elder Law Review.
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