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Planning For Long Term Care  

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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:


Planning For Long Term Care - Elderly Care Law 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.
  • Find out what you can and must do to protect elderly clients from neglect and abuse.
  • Get a bird's eye view of the long term care system to help coordinate all the elements of your plan.


  1. Ethics Issues in Long Term Care Planning
    9:00 - 10:00, Franchelle Cole Millender
    1. How Rules of Professional Conduct Apply
    2. Who Is Your Client?
    3. Conflicts of Interest
    4. Mental Capacity of the Client
  2. Advance Planning
    10:00 - 10:45, Mitchell C. Payne
    1. Durable Power of Attorney for Financial Matters
    2. Health care Power of Attorney
    3. Living Will
    4. EMS/DNR
    5. Wills and Trusts
  3. Advance Planning for the Blended (or not so blended) Family
    11:00 - 11:30, Charles M. Black Jr.
  4. Overview of Long Term Care
    11:30 - 12:15, Franchelle Cole Millender
    1. Living Arrangements
      1. Home
      2. Retirement Communities
      3. CCRCs
      4. Assisted Living Facilities
      5. Adult Day Care
      6. PACE
      7. Nursing Homes
    2. Payment for Long Term Care
      1. Medicare
      2. Health Insurance
      3. Private Payment
      4. Long Term Care Insurance
      5. VA Benefits
      6. Medicaid
  5. Medicare Benefits for Skilled Nursing Facilities and Home Health Care
    1:15 - 1:45, Andrew J. Atkins
  6. VA Benefits for LTC Services
    1:45 - 2:30, Mitchell C. Payne
    1. Who Qualifies
    2. What are the Benefits?
    3. How to Counsel and Assist Clients with VA Qualification
  7. Current Issues in Medicaid Qualification for Nursing Home Care and In-Home Services
    2:45 - 3:45, Charles M. Black Jr.
    1. The Basic Eligibility Requirements for Individuals
    2. The Application Process
    3. Qualifying an Institutionalized Spouse
    4. Transfer of Assets Rules
    5. Real Estate, Promissory Notes, Mortgages, Annuities and other Special Assets
    6. Estate Recovery
    7. Post-Eligibility: Helping the Client Maintain Eligibility through Redetermination and Changes
    8. Appeals and Judicial Review
  8. Legal Interventions to Protect At-Risk Elders from Abuse, Neglect or Exploitation
    3:45 - 4:30, Andrew J. Atkins
    1. Why This is a Growing Issue
    2. Adult Protective Services
    3. Guardianships and Conservatorships

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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