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  • Medicaid Planning  

    Medicaid Planning for Wartime Veterans - The Balancing Act (streaming)

    By: Dawn Weekly, JD

    Elder Law Masters Course Session

    Balancing Medicaid planning with VA pension benefits is never easy, especially when dealing with married couples. With the VA set on changing its eligibility rules, will this get easier, or more difficult? This session will cover how to weigh the benefits of Medicaid vs. VA pension, and how that balancing act may change when we see new VA pension rules.

    Length: 50 minutes

    Member Price: $125.00 Retail Price: $150.00
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  • Medicaid Appeals and Fair Hearings  

    Medicaid Appeals and Fair Hearings (streaming)

    By: Rene H. Reixach, Esq.

    There are a variety of reasons a Medicaid application may be denied including improper funding and incomplete documentation. The Medicaid rules allow applicants the right to a fair hearing in front of the state agency for adverse determination including denial, reduction, or termination in coverage. This session will cover the rules for fair hearings to review adverse Medicaid eligibility decisions and the procedures for conducting fair hearings, as well as how to appeal to state or federal court from an adverse fair hearing decision.
    • The Basis for Fair Hearings
    • Notice Requirements – Contents and Timing
    • Requesting a Fair Hearing
    • Aid Continuing (Aid Paid Pending)
    • Denial or Dismissal
    • Hearing Procedure
    • Decisions
    • Compliance
    • Hearing Tips
    • Appeals to State Court
    • Federal Court Appeals
     CLE: 1.25 hours

    Length: 71 minutes

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

    Member Price: $0.00 Retail Price: $95.00
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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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  • SN Immersion Camp  

    Special Needs Planning Immersion Camp (2016)

    By: Steve Dale, Esq., LLM and Jennifer Steneberg, Esq.

    Steve Dale, Esq., LLM and Jennifer Steneberg, Esq., The Dale Law Firm PC, provide you with legal expertise you need to begin serving disabled individuals in and around your area. In 2015, there were nearly 53 million individuals in the United States living with some sort of disability. This one-and-a-half day course will provide you with the expertise and skill you need to grow your practice in this unique area. Incorporating special needs planning into your practice is very rewarding and opens the door to more profits.

    Agenda

     CLE: 10.75 hours

    Member Price: $695.00 Retail Price: $795.00
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  • Decanting  

    The Mysterious (and necessary) World of Decanting (streaming)

    By: Jennifer Johnson, JD

    Elder Law Masters Course Session

    Trust decanting (sorry wine lovers) is a necessary tool in the area of elder law and veterans pension planning. You may inherit a trust from another attorney that needs a major overhaul in the tax provisions. Or, a change in the rules may occur and now the irrevocable trust you drafted no longer accomplishes what you had hoped and the Trust Protector is nowhere to be found. This session will teach attendees why decanting can be necessary in many circumstances, and how to do it effectively.

    Length: 53 minutes

    Member Price: $125.00
    (Member Only Product)

  • Unexpected turn  

    What Happens When the Plan you Prepared Takes an Unexpected Turn (streaming)

    By: Melissa Wick, JD, and Teresa Nuccio, JD

    Elder Law Masters Course Session

    You prepare the most secure MAPT you and the client could possibly draft – independent trustee, trustworthy lifetime beneficiaries… a lawyer’s dream. Just months later, the grantor is in serious car accident with head trauma and will need 24 hour care the rest of his life. With assets “tied up” in the MAPT what can be done?

    In another case, you prepared a gifting plan with a promissory note that was signed by all parties. Then you learn the client failed to tell you about prior gifts, or an asset they didn’t think counted. These are just a few of the unexpected scenarios that will be explored with solutions offered during this session.

    Length: 50 minutes

    Member Price: $125.00
    (Member Only Product)

  • able act cle  

    ABLE Accounts are Here, Now What are You Going to do With Them (streaming)

    By: Stephen Dale, Esq., LLM and Douglas Jackson

    Disability rights advocate Stephen Dale will discuss the advantages of using ABLE accounts as a new tool to provide value to your client base. Join us to learn how easy it is to use ABLE Accounts and how beneficial they are for your Special Needs clients.

    Joining Steve is Douglas Jackson, Deputy Director from the Ohio STABLE program will explain how easy it is to setup and maintain an ABLE account.
     
    Length: 83 minutes

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

    Member Price: $0.00 Retail Price: $95.00
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  •  

    Your Future Elder Law Practice (audio download)

    By: Lou Pierro, JD

    How Will Outside Influences Change the Way You Practice? 
    The government can change the rules on VA pension and/or Medicaid planning. The SSI rules could change on a moment's notice. Technology has already changed how we communicate with clients and referral sources. This session will look forward to the effect the government, and technology, may have on an elder law practice and what attorneys can (and should) do now to successfully adapt to these outside influences.

    Member Price: $79.00 Retail Price: $99.00
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  • Lifetime trust  

    Lifetime Trust Administration – The Practical Side

    By: Melissa Crump, JD

    Elder Law Masters Course Session

    You finally get the MAPT or VAPT signed. Now how do you make sure the trustee makes the right distributions at the right time? What if the home needs to be sold? This session will cover the practical side of how a MAPT or VAPT should be administered, and how you and the trustee can work together to make sure no errors are made.

    Member Price: $125.00
    (Member Only Product)

Featured Course

Law Practice Development Education