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Divorce and Special Needs Planning (2011)
From the National Aging & Law Institute. What are the issues when a party in a divorce has a disability or has a child with a disability. Learn how to structure a divorce agreement that preserves eligibility for needs-based benefits when a spouse, minor child, or adult disabled child receives alimony or child support. Alimony and child support are treated as unearned income and will reduce or disqualify an otherwise disabled individual from receiving needs-based benefits such as SSI or Medicaid unless handled properly. Approx. 1 hour. Presented by Stephen W. Dale, Esq.; Marisa Higgins, Esq.; and Theresa M. Varnet, MSW, JD.
Drafting Powers of Attorney: They are not Forms
A power of attorney is an indispensable legal tool in planning for incapacity, but it has the also become one of the most common vehicles for financial exploitation. Expand your knowledge and skill in counseling clients and creating POAs that are better tailored to the client's needs and less vulnerable to abuse. Presented by David Godfrey and Andrew Hook
Drafting to Avoid Future Medicaid & SSI Challenges
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
Effective Drafting of Wills, Trusts and More
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.
Effectively Managing Family Dynamics
This session will examine the situations where family harmony comes into consideration in the client’s goal setting and planning. Using several hypotheticals, audience members will examine the dynamics that lead to family disharmony and will use those hypotheticals to complete the Family Disharmony checklist. Presented by: Professor Rebecca Morgan, Stetson University College of Law and Robert C. Anderson, CELA, CAP
Elder Law & the Election: NAELA Strategy for New Congress
On January 9, NAELA offered all members an update on what potential legislation could mean for your clients and your elder law and special needs planning practice (free for members)
Elder Law in an Era of Change: Expanding Your Practice
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.
eLearning Course: NAELA Essentials
The NAELA Essentials online is a compilation of articles and audio presentations curated by experts in the field. Organized in 13 core topic areas, including a quiz after each section, The NAELA Essentials Online provides a broader understanding of the complexities that Elder Law and Special Planning attorneys encounter in their practice every day.
e-Learning: Traditional Medicaid Planning- Medicaid Coverage for Long-Term and Nursing Home Care of a Single Person
This online, self-paced, bite-sized digital workshop covers the key components of how to help clients plan for traditional Medicaid Planning for a single persons. This NAELA E-learning combines articles, expert videos, quizes and further suggested reading material.
Estate Planning - Asset Reallocation, Permissible Gifts and Use of Trusts (2014)
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
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