Whether you're an experienced attorney or just getting your feet wet in Medicaid planning, this session is for you! Hear from Thomas Krause, J.D., as he dives into one of our most-requested resources—the Medicaid Desk Reference.
When helping clients select a trustee or pooled trust organization for a trust benefiting a person with a disability or an older adult, there are many questions to ask and areas to consider. Hear from Megan Brand as she explores how to evaluate one trustee from another!
Check out this introductory session on the fundamentals of using Medicaid Compliant Annuities in crisis Medicaid planning! Aaron Kempen will dive into how MCAs interact with the Medicaid program, their requirements, and how to use them in practice.
There are many ethical challenges and legal responsibilities attorneys face when representing clients with cognitive impairments such as dementia. Hear from Rebecca A. Hobbs, CELA, as she discusses this topic!
ABLE accounts are ten years old and have become a staple in special needs planning. Hear from nationally recognized speaker Peter Wall for a special CLE session on the fundamentals of ABLE accounts, how they are used in practice, and much more!
Long-term care insurance can help your clients feel prepared while also putting an additional safety net around their estate plan. But how does it work, and what are the different policy options? Join Jim Wolverton, J.D., as he answers your questions related to long-term care insurance!
Attorneys looking to add elder law to their practice overlook the importance of carefully planning the business elements of the transition. Hear valuable insights into the four key elements attorneys should consider when expanding into elder law!
Hear from Jim Wolverton, J.D., as he outlines and analyzes elder law cases that impact the industry, your practice, and your clients!
Do you know how to handle your client's old annuity? If you work with crisis Medicaid planning clients, you've likely encountered this troublesome asset. Hear from Thomas Krause, J.D,, as he shares what you need to know about navigating non-compliant annuities!