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Elder Law and Medicaid Planning: Everything You Need to Know  
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This basic-to-intermediate level two-day seminar is designed for: Attorneys, Estate and Financial Planners, Trust Officers, Paralegals, Accountants

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Seminar Summary:

Join our expert faculty for two days of intensive study on planning and coordinating government benefits, and emerge better prepared to face the challenges of today's Medicaid and elder law practice. (see full course description)
 

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Training Course Syllabus:


Everything You Need to Know to Represent Elderly Clients

Rising medical costs, looming Social Security Fund depletion and baby boomers' imminent retirement have intensified concerns over long-term care funding. Are you doing everything you can to help each client develop a comprehensive plan to ensure proper quality of life in the golden years? Join our expert faculty for two days of intensive study on planning and coordinating government benefits, and emerge better prepared to face the challenges of today's Medicaid and elder law practice. Register today!

  • Get two full days of estate planning training for only $575, so you can help clients protect assets and qualify for continuing care benefits.
  • Review medical and financial Medicaid eligibility criteria in detail.
  • Explore new continuing care options that allow for more independence.
  • Find new LTC funding sources to help clients maintain the quality of life they're used to.
  • Get solutions to real-life ethical dilemmas often faced in elder law practice.
  • Qualify eligible clients for veteran's benefits and maintain your VA accreditation.
  • Plan for the tax consequences of asset transfers on spenddown requirement compliance.
  • Minimize Medicaid estate recovery through intricate understanding of the process.
  • Make better use of special needs trusts.


DAY 1

  1. Planning for Long Term Care: Level and Cost of Care and Funding Options
  2. Durable Powers of Attorney for Financial Matters
  3. Medical and End-of-Life Decisions
  4. Medicaid Benefits and Eligibility Rules for Long-Term Care
  5. Preserving Family Assets when Qualifying for Medicaid
  6. Medicaid Application Procedure
  7. Tax Considerations

DAY 2

  1. Medicaid: Post-Eligibility Issues
  2. Obtaining VA Veteran Benefits
  3. Special Needs Trusts: Creation, Taxation, Administration
  4. Coordination of Benefits and Other Sources of Income
  5. A Look into the Future: New Challenges, Recent Developments and Current Trends
  6. Ethical Dilemmas
  7. Liability and Litigation-Related Issues in Elder Law

Seminar Summary:

Join our expert faculty for two days of intensive study on planning and coordinating government benefits, and emerge better prepared to face the challenges of today's Medicaid and elder law practice. (see full course description)

print this agenda print agenda for the Elder Law and Medicaid Planning: Everything You Need to Know training seminar

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