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  • The Nitty Gritty of Medicaid and VA Applications  

    The Nitty Gritty of Medicaid and VA Applications

    By: Whitney M. Wilson, JD, Elder Law of Louisville and Angela N. Manz, Esq., The Law Office of Angela N. Manz

    The Medicaid and VA application process can be complicated and somewhat intimidating the first time, and sometimes even the second and third time, you do it. We want to help you navigate this process and will break it down for you.

    We will provide tips and tricks to help you navigate the detailed nuances of compiling and completing a Medicaid and VA application. 

    We’ll cover:
    • The right time for filing an application
    • The best method for filing
    • Which forms to use and subtle ways to complete those form
    • Which documents, information, and calculations to provide up-front
    • Which documents to provide only if requested
    Duration: 3 hours, 25 minutes

     CLE: 3 hours
    Member Price: $195.00 Retail Price: $295.00
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    Special Needs Planning Immersion Camp 2017 (Video & Audio)


    Our Special Needs Planning Immersion Camp will provide you with legal expertise you need to begin serving disabled individuals in and around your area. Special needs planning is a rewarding practice area. This program provides a solid foundation for practitioners entering this complex and dynamic part of law. After completing this course, you will be able to confidently take on your first cases and build on your knowledge base. The rewards are both financial and personal as you help those in our society who have been historically underserved, but are a substantial segment of our population.

     Agenda

    CLE: Up to 9.5 hours


    Member Price: $695.00 Retail Price: $795.00
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  • VA Camp  

    Veterans Pension Planning Immersion Camp (2017)

    By: Michael Smith, Esq. and Doreen Seamon, Esq.

    There are over twenty one million Veterans in the United States and nearly all of them may be eligible for VA Pension benefits. The Veteran’s Administration (VA) offers a monthly cash payment to wartime veterans who meet certain service requirements. These benefits may also go to the spouse of a deceased Veteran.

    If you want to gain the skills and knowledge to help Veterans, this is the place to start. The opportunities for an elder law attorney who provides service to veterans are vast. Attend this program and gain the knowledge and confidence you need to be profitable in this area of law.

    Agenda

    CLE: 10.75 hours

    Member Price: $795.00 Retail Price: $895.00
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  • Adv Medi-Cal  

    Advanced Medi-Cal Planning 2017 (3 part video series)

    By: James Watson, JD and Laura Srebro, JD

    Many Medi-Cal planning attorneys help seniors and their families when a health care crisis strikes, resulting in a financial crisis. But what if you could help a family before a health care crisis strikes, saving them thousands of dollars and hundreds of hours of worry and stress?

    Help seniors and their families by creating an asset protection plan BEFORE a crisis strikes. This advanced Medi-Cal Planning course will focus on the use of irrevocable trusts, including important drafting goals, how to deal with the home and avoid estate recovery, and how to obtain the best tax treatment for assets held in the irrevocable trust. Additional areas include:
    • Changes to the Medi-Cal recovery rules under SB 833
    • Trust funding and administration
    • Review of additional documents that complete the asset protection plan
    • Other planning methods including the use of Petitions to the Court 
     Agenda

    CLE  CLE: 6 hours

    Member Price: $495.00 Retail Price: $595.00
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    Presentation to Clients: Protect Your Home and Savings (marketing content)

    By: ElderCounsel, LLC

    Included in this package are the following marketing items, in Word format, for easy incorporation into your own website, blog, or social media platform:
    1. Blog/newsletter/website content: “Behavior Changes are Often First Signs of Dementia”
    2. Blog/newsletter/website content: “Lawyers Sue VA over Appeals Processes for Vets”
    3. PowerPoint presentation to use at speaking engagements for the public: "Protect Your Home and Savings"
    4. Tips on setting up speaking engagements
    5. Sample social media posts on current topics
    EC Practice Enhancement Program members, this is available free of charge in the PEP Marketing Content archives.
    Not a PEP member yet?  Learn more.
     
    Member Price: $79.00 Retail Price: $129.00
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    Crucial Conversations with Clients (marketing content)

    By: ElderCounsel, LLC

    Included in this package are the following marketing items, in Word format, for easy incorporation into your own website, blog, or social media platform.
    1. Blog Post/Website Content: Shingles Can Lead to Stroke and Heart Attack
    2. Blog Post/Website Content: Hospitals Starting to Meet Needs of Elderly
    3. Sample social media posts on current topics
    4. Presentation: Crucial Conversations PowerPoint
      1. Links to articles for PowerPoint presentation
      2. Care Contract (from Washington state)
    EC Practice Enhancement Program members, this is available free of charge in the PEP Marketing Content archives.
    Not a PEP member yet?  Learn more.
     
    Member Price: $79.00 Retail Price: $129.00
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  • VA Accr  

    VA Accreditation Webinar (2017)

    By: Mike Weeks, JD, CELA

    Are you looking for a CLE course to maintain your VA Accredited Attorney status?  Attorneys accredited by the VA must take 3 hours of CLE within their first year of accreditation, and an additional three hours every two years thereafter.  This series is designed to satisfy the VA Accreditation CLE requirements for attorneys who have already been accredited.  You should be accredited PRIOR to taking this webinar. 

    Topics for this webinar will cover the required core topics:
    • Representation before the VA
    • Claims procedures
    • Basic eligibility for VA benefits
    • Dependency and indemnity compensation
    • Improved pension
    • Right to appeal
    • Other VA benefits
    • Planning in a future world of the VA transfer penalty
    • Case studies
    CLE CLE: 3 hours 

    Member Price: $279.00 Retail Price: $379.00
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  • Advanced VA Pension Planning  

    Advanced VA Pension Planning Webinar (2016)

    By: Michael Smith, JD, and Angela Manz, JD

    This 3-hour advanced VA pension planning webinar will discuss changing topics of which you need to be aware, such as what to do with the house, the Medicaid effect of VA benefits, and how to handle requests from the VA after an application is filed.

    We will also offer suggested guidelines for how long, or whether to delay applying, where there are significant transfers of income-generating assets; considering the VA's income verification matching at time of application. Lastly, we will discuss the proposed regulatory changes, how it will affect your clients, and what to do now.

    Topics Covered:
    • The House
    • Medicaid Interplay with VA
    • Responding to the VA – Development letters
    • Income Verification Matching
    • Accrued Benefits – when a claimant dies
    • Overpayments
    • Proposed Regulatory Changes
    CLE CLE: 3 hours 

    Member Price: $249.00 Retail Price: $349.00
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  • Initial Consultation  

    How to Perform the (seemingly) Impossible: The Non-Lawyer Initial Consultation

    By: Steve Riley, JD, Certified Practice Advisor

    One topic that comes up frequently is the concept of the non-lawyer initial consultation. While this may sound like a lofty, nearly impossible goal for many solo practitioners or small-sized firms, Steve has helped attorneys implement this advanced strategy into their elder law practices. As a result, their revenues and closing rates have increased considerably, and their time per file has decreased. Yes you heard correctly, the non-lawyers meet, and get your firm retained by new clients!

    Publicizing your achievements as an attorney to the client can rub people the wrong way. Picture the benefits of your staff expressing all the reasons why you are THE attorney of choice in this area and see how quickly the client hires you.

    In this hour long session, Steve will be covering the basics of implementing this strategy into your elder law practice.

    Length: 65 minutes

     ElderCounsel members: View this course complimentary in the Education Library.

    Member Price: $0.00 Retail Price: $125.00
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  • MAPT Drafting  

    Medicaid Asset Protection Trust (MAPT) Drafting Workshop

    By: Brian Albee, JD, Howard Krooks, Esq., CELA, and Michael Amoruso, Esq.

    Recorded at Symposium 2016

    Join us for a half-day of intensive education covering everything from grantor trust rules used when drafting Medicaid Asset Protection Trusts (MAPTs), to crucial design choices you must make when drafting. The class begins with why you would use an irrevocable trust and ends with tips on how to help clients understand the value of this type of trust with lots of law and drafting help in between.

    Length: 4 hours, 48 minutes

     ElderCounsel members: View this course complimentary in the Education Library.

    Member Price: $0.00 Retail Price: $395.00
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Featured Course

Law Practice Development Education