Advanced Tactics for Funding LTC and Combating Elder Abuse
Elder law is a growing area of law and staying ahead of the curve is a must. Go beyond simple gifting techniques to fund your clients' long-term care: explore asset transfer methods at every stage of the lookback period to protect Medicaid eligibility and get practical guidance for litigating financial and other types of elder abuse. Enhance your practice – register today!
Get the latest updates on legislative and regulatory developments affecting today's elder law practice.
Find new avenues of long-term care funding that doesn't break your clients financially.
Tackle the toughest lookback challenges to help your clients protect Medicaid eligibility and restore benefits.
Maintain your veterans' benefits accreditation and learn the best ways of contesting/reversing a negative VA ruling.
Protect your elderly clients from abusive investment schemes and mistreatment by caregivers.
Identify common causes of action against assisted living facilities and learn how to effectively pursue such cases.
Protect your professional reputation with a guide to real-life ethical dilemmas.
AM SESSION: ADVANCED PLANNING ISSUES
Long-Term Care Planning Challenges and Concerns 9:00 - 10:00, David R. Craig
Healthcare Reform Update
Medicare Advantage Plans
Veterans' and Military Benefits
Advanced Asset Transfer Tactics to Qualify for Medicaid 10:00 - 10:30 and 10:45 - 11:15, David R. Craig
Interstate Asset Transfers
Advanced Gift Tactics
Prohibited Asset Transfers
Frequently Overlooked Exceptions to Countable Income
Using Annuities to Qualify for Medicaid
Use of Promissory Notes in Medicaid Eligibility
Medicaid Crisis Planning and Benefits Restoration 11:15 - 12:15, David R. Craig
Troubleshooting the 3-Year and 5-Year Look-Back Periods
Using The Pickle Amendment to Obtain Medicaid Eligibility for Beneficiaries
Appealing Refusal of Benefits
Alternatives to Medicaid
PM SESSION: LITIGATING ABUSE/EXPLOITATION OF THE ELDERLY
VA Benefits 1:15 - 1:45, Earl S. Carrel
Remedies for Elder Exploitation 1:45 - 2:15, Ralph F. Holmes
Guardianship and Conservatorship
Power of Attorney Accounting Claims
Will and Trust Contests
Claims to Contest Real Estate Transfers, Re-Titling of Accounts, and Beneficiary Designation Changes
Medical Malpractice Claims 2:15 - 2:45, Ralph F. Holmes
Settlement and Negotiation Strategies
Overview of Claims Process
Abusive Insurance and Investment Sales 3:00 - 3:30, Ralph F. Holmes
Red Flags to Look for and How to Report Suspected Abuse
Litigating Bad Faith/Abuse in Insurance and Investment Sales: Critical Tips
Maintaining an Ethical Practice 3:30 - 4:30, Gary W. Holmes
Rules of Professional Conduct as They Apply to Elder Law
The Third Person Dilemma (Family and Friends)
Mental Capacity and Representing Incompetent Clients