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Who should attend Elder Law: Sophisticated Techniques and Challenges
This intermediate-to-advanced level seminar addresses complex challenges of elder law practice and will benefit: Attorneys, Paralegals and Legal Assistants, Accountants and CPAs, Financial Planners, Trust Officers, Social Workers, Nursing Home Administrators
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Elder Law: Sophisticated Techniques and Challenges  

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This intermediate-to-advanced level seminar addresses complex challenges of elder law practice and will benefit: Attorneys, Paralegals and Legal Assistants, Accountants and CPAs, Financial Planners, Trust Officers, Social Workers, Nursing Home Administrators

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Seminar Summary:

Join us for a blend of cutting-edge information and insightful discussion of key elder law issues so you can take your practice to the next level. (see full course description)

 
 
 

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Training Course Syllabus:


Enhance Your Skills as an Elder Law Practitioner

As the characteristics, goals and objectives of the aging population change, do you have the skills to address the unique needs of this generation for independence, continuing employment and a more active lifestyle? Do you have the tools to ensure your clients enjoy the same quality of life they did before retirement, despite more stringent requirements to qualify for government benefits? Join us for a blend of cutting-edge information and insightful discussion of key elder law issues so you can take your practice to the next level. Enroll today!

  • Gain practical tips to streamline the planning process with the most effective trusts for Medicaid asset transfers.
  • Take away solutions for how to qualify unmarried clients for Medicaid.
  • Gain valuable tips and techniques for managing client communication and explaining planning techniques while maintaining your trade secrets.
  • Gain practical techniques for combating age discrimination in the workplace.
  • Stay on the cutting edge of the law – explore the state implementation of DRA and its effects on your practice.
  • Make sure your client qualifies for Medicaid: learn to apply the new longer look-back period.
  • Know what red flags to look for in LTC insurance policies and protect clients from financial exploitation.
  • Help your client make the life-and-death decisions while thinking clearly by learning how you can perfect your advance directive drafting skills.
  • What would you do when? Explore real-life and hypothetical scenarios of unethical or questionable conduct and make sure you are maintaining your good reputation.
  • Help your clients understand their LTC options by exploring new assistance programs.
  • Recognize the signs of elder abuse and neglect, and how you can combat it through litigation.


MEDICAID UPDATE
9:00 - 9:45, Callie King and Kathy McGill

  • Streamlining the Application Process
  • Transferring Assets – Interstate Transfers
  • The 3-Year and 5-Year Look-Back Requirements and the Overlap
  • Appealing Refusal of Benefits

PLANNING FOR LONG-TERM CARE
9:45 - 10:15 and 10:30 - 11:00, Nora S. Wells

  • Disadvantages of Medicare Advantage Program
  • New Long-Term Care Options to Reflect the Need for Independence
  • Evaluating Various LTC Insurance Policies – What to Look For
  • Planning for Non-Traditional Family Units

ETHICAL DILEMMAS
11:00 - 12:00, Steven F. Scanlin

  • Who Is the Client?
  • Determining Mental Capacity of an Elder Client
  • Representing a Client with Alzheimer's or Dementia
  • Additional Duties and Traps When Attorneys Serve as Fiduciaries
  • Practical Scenarios – What Would You Do?

ADVANCED GUARDIANSHIP AND CONSERVATORSHIP ISSUES
1:00 - 2:00, Steven F. Scanlin

  • Drafting Effective Guardianship/Conservatorship Orders
  • Alternatives to Guardianship
  • Addressing Guardianship Abuse
  • Temporary Guardianship/Conservatorship
  • Modification and Termination
  • Interstate Guardianship Jurisdiction

MIND SENSE - UNDERSTANDING THE EVOLVING CHANGES OF THE DEMENTIA BRAIN
2:00 - 3:00, Karen Dale

PREVENTING AND COMBATING ELDER ABUSE, DISCRIMINATION AND EXPLOITATION
3:15 - 4:30, L. Victoria Meier

  • Spotting Signs of Abuse: Red Flags to Look For
    (Including: fiduciary, emotional, abandonment, neglect, etc.)
  • Common Perpetrators and Liability
  • How to Report Suspected Elder Abuse
  • Working After Retirement – Preventing and Combating Age Discrimination
  • Typical Victim Abuses

Seminar Summary:

Join us for a blend of cutting-edge information and insightful discussion of key elder law issues so you can take your practice to the next level. (see full course description)

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