This course will benefit estate planning and insurance attorneys. It may also be of benefit to social workers, nursing home administrators, financial planners, trust officers, accountants, geriatric care managers, and other professionals working with elder clients on planning issues.
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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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.
Session Time: 2:00 PM - 3:30 PM Eastern
Presented by: Ann L. Fowler-Cruz
How to Pay for Long-Term Care
Private Pay
Medicare/Medicaid
Long Term Care Insurance
Reverse Mortgage
Veteran Benefits
Qualifying for Medicaid Long-Term Care Programs
Basic Medicaid Eligibility Rules and Affordable Care Act Changes
Financial Criteria for Single and Married Applicants
Exemptions for Protecting the Family Home and Other Assets
Caregiver Child and Disabled Child Protections
Planning in Advance for Unexpected Long-Term Care Needs
Outright Gifts
Transfers to Irrevocable Trusts
Life Estates
Annuities and Promissory Notes
Preserving Family Assets When Qualifying for Medicaid
Most Common Medicaid Misconceptions
Implications of Gifts During the Look Back Period
Options for "Spenddown" of Excess Property - Unique Problems Associated with Disposal of Excess Assets
Myths About the "Spenddown" Requirement
Protecting Assets for a Disabled Child or a Spouse
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)