Training Course Syllabus:

Top Elder Care Planning Strategies - Elder Law Training Seminar

Give Your Elderly Clients Sound Legal Advice

With the baby boomers making the transition from "middle-aged" to "senior," and with states' rocky implementation of Affordable Care Act, the need for legal practitioners familiar with elder care issues is at a premium. In order to help your clients plan for their future needs, you need a firm foundation in the issues that will impact the aging generation. Don't miss your opportunity to get up to speed - register today!

• Keep up to date with the latest options for long-term care funding - and help your client live a fulfilling life.
• Stay on the cutting edge of the law - explore the implementation of ACA and its effects on your practice.
• Explore effective ways of planning for unexpected LTC needs.

1. How to Pay for Long-Term Care
   1. Private Pay
   2. Medicare/Medicaid
   3. Long Term Care Insurance
   4. Reverse Mortgage
   5. Veteran Benefits
2. Qualifying for Medicaid Long-Term Care Programs
   1. Basic Medicaid Eligibility Rules and Affordable Care Act Changes
   2. Financial Criteria for Single and Married Applicants
   3. Exemptions for Protecting the Family Home and Other Assets
   4. Caregiver Child and Disabled Child Protections
3. Planning in Advance for Unexpected Long-Term Care Needs
   1. Outright Gifts
   2. Transfers to Irrevocable Trusts
   3. Life Estates
   4. Annuities and Promissory Notes
4. Preserving Family Assets When Qualifying for Medicaid
   1. Most Common Medicaid Misconceptions
   2. Implications of Gifts During the Look Back Period
   3. Options for "Spenddown" of Excess Property - Unique Problems Associated with Disposal of Excess Assets
   4. Myths About the "Spenddown" Requirement
   5. Protecting Assets for a Disabled Child or a Spouse
   6. Estate Recovery

Seminar Summary:

This basic-to-intermediate level course is designed for elder law and estate planning attorneys. It will also benefit nursing home administrators, financial planners, trust officers, accountants, social workers, geriatric care managers, and other professionals working with elder clients on planning issues. (see full course description)

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