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Complex Planning with IRAs (2014)

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This session will focus 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 as part of the 2014 Advanced Elder Law Review Course by Bradley J. Frigon, CELA, CAP
$99.00
$129.00
$129.00

Complex Planning with IRAs (AELR 2017)

Product Details:
This session will focus 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: Craig Reaves, CELA, CAP
$99.00
$199.00
$199.00

Complex Planning with IRAs (AELR 2018)

Product Details:
This session will focus 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.
$99.00
$199.00
$199.00

Complex Planning with IRAs 2019

Product Details:
This session will focus 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 Craig Reaves
$99.00
$199.00
$199.00

Creative Planning with an ABLE Account

Product Details:
In this session, participants will consider the potential relationship between special needs trusts (first and third party) and an ABLE account. We'll discuss what drafting language is necessary in a special needs trust that will provide for funding an ABLE account and how best to administer the two together to maximize the benefit to the beneficary. Presented by: Brian Neal Rubin, Esq.
$0.00
$199.00
$199.00

Crisis Medicaid Planning Strategies

Product Details:
This session will explore Medicaid planning strategies and how they differ amongst the states (and even some localities). Attend this session and leave with a fresh and new approach to some common planning strategies based on these state differences. Presented by: H. Clyde Farrell, CELA
$99.00
$199.00
$199.00

Cultural Competency for the Elder Law Attorney (2013)

Product Details:
tips for counseling the LGBTQ community about estate, special needs and retirement planning, patient visitation rights, and long-term care considerations while watching movie clips. You will leave this session empowered to counsel LGBTQ individuals to maximize their new rights. Presented by Cynthia Barrett, CAP, and Stephanie Schneider, Esq.
$0.00
$129.00
$129.00

Death and Dying: A Family Affair (2010)

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Session from May 2010 Annual Meeting presented by Mary T. (Terry) Berthelot, Given the psycho-social aspects of death and dying and the limited services available for those who are dying, good end-of-life planning should involve the client's family.
$0.00
$0.00
$0.00

Designing Irrev. Trusts For Medicaid and Tax Planning (2010)

Product Details:
Session from November 2010 Advanced Fall Institute San Diego, CA. Learn to distinguish counseling from science while creating your formula for success in retaining and servicing clients. Presented by David Zumpano. 1 hour 14 minutes.
$0.00
$119.00
$119.00

Divorce and Practical Planning for the Special Needs Child

Product Details:
This session will address the nuts and bolts of minimizing loss of SSI and Medicaid when parents of a child on those programs divorce. Presented by: Katherine N. Barr, Attorney at Law, Partner at Sirote & Permut, PC
$0.00
$199.00
$199.00