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Elder Care: Legal and Financial Planning Basics  

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Elder Care: Legal and Financial Planning Basics seminar agenda print utility

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This basic-to-intermediate level seminar offers legal tactics for elder care planning that will benefit: Attorneys, Paralegals, Continuing Care Managers, Assisted Living Facility Administrators, Estate and Financial Planners, Accountants and CPAs

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Seminar Summary:

This fast-paced instruction reviews key areas of concern and offers practical tactics for qualifying clients for benefits and funding continuing care. (see full course description)

 

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Training Course Syllabus:


Elder Care: Legal and Financial Planning Basics Seminar

Get the Skills You Need to Fund and Organize Continuing Care

With the rising costs of long-term care and the health/benefits laws in flux, do you have the most up-to-date actionable knowledge to ensure your clients' elder care needs are met? This fast-paced instruction reviews key areas of concern and offers practical tactics for qualifying clients for benefits and funding continuing care. Register today!  

  • Get crucial skills for organizing and funding elder care and qualifying for benefits.
  • Account for the recent and imminent regulatory changes in planning for Medicaid.
  • Review the procedure of qualifying clients for VA benefits, and maintain your accreditation.
  • Understand the role of care managers, when you need one, and how to choose one wisely.
  • Find out what you can and must do to protect elderly clients from neglect and abuse.
  • Review a sample special needs trust and learn when to use SNTs and how to maximize their effectiveness.
  • Get a bird's eye view of the long term care system to help coordinate all the elements of your plan.


  1. Overview of State Long-Term Care
    9:00 - 9:15, John A. Zucker
    1. Options
    2. Costs
    3. Benefit Programs
    4. Quality
  2. Medicare Benefits for Skilled Nursing Facilities and Home Health Care
    9:15 - 9:30, John A. Zucker
  3. VA Benefits for LTC Services
    9:30 - 10:30, Donald D. Vanarelli
    1. Who Qualifies
    2. What are the Benefits?
    3. How to Counsel and Assist Clients with VA Qualification
    4. Applicant's Right to Appeal
  4. Using a Care Manager to Enhance Service to Clients
    10:45 - 11:10, Donald D. Vanarelli
    1. Determining when to Obtain the Help of a Professional Care Manager
    2. How to Find a Qualified Person for the Job
    3. Gauging the Value of Professional Care Management Support
  5. Legal Interventions to Protect At-Risk Elders from Abuse, Neglect or Exploitation
    11:10 - 12:00, Mary E. Scrupski
    1. Why this is a Growing Issue
    2. Emergency Guardianship Practice Tools and Tips
    3. Recipe for Guardianships: 10% Law, 10% Procedure, 80% Ethics
    4. Remedies through Litigation
      1. Vs. Unscrupulous Family Members
      2. Vs. Financial Scammers
      3. Vs. Assisted Living Facilities
    5. Bullying by Nursing Home Residents What can be Done?
  6. Ethics in Elder Care
    1:00 - 2:00, Mary E. Scrupski
    1. How Rules of Professional Conduct Apply
    2. Who Is Your Client? Conflicts of Interest
    3. Mental Capacity of the Client
  7. Tax Issues in Medicaid Planning
    2:15 - 2:45, Mary E. Scrupski
  8. Current Issues in Medicaid Qualification for Nursing Home Care and In-Home Services
    2:45 - 3:30, Linda S. Ershow-Levenberg
    1. The Basic Eligibility Requirements for Individuals
    2. Qualifying an Institutionalized Spouse
    3. Transfer of Assets Rules after DRA Implementation
    4. Real Estate, Promissory Notes, Mortgages, Annuities and other Special Assets
    5. Estate Recovery
    6. The Application Process
    7. Post-Eligibility: Helping the Client Maintain Eligibility through Redetermination and Changes
    8. Appeals and Judicial Review
  9. Funding Nursing Home Alternatives
    3:30 - 4:00, Linda S. Ershow-Levenberg
  10. Using Special Needs Trusts to Protect Assets and Provide Access to Care
    4:00 - 4:30, Linda S. Ershow-Levenberg
    1. When to use SNTs
    2. Sample SNT Review

Seminar Summary:

This fast-paced instruction reviews key areas of concern and offers practical tactics for qualifying clients for benefits and funding continuing care. (see full course description)

 

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