If you’re an elder law or estate planning attorney, you know the importance of assisting senior clients with planning for long-term care. Hear from Jim Wolverton, J.D., as he covers the basics of Medicaid planning and how adding it to your practice can help!
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!
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!
If you are an elder law or estate planning attorney assisting senior clients with long-term care planning, it is essential to understand Medicaid planning concepts. Hear from Jim Wolverton, J.D., he discusses how to approach crisis planning for married couples!
Many people mistakenly believe that if they receive long-term care benefits from Medicaid, they will automatically lose their home to the state when they pass away. However, each state implements estate recovery programs with varying levels of intensity. WealthCounsel's Zach Bloxham, J.D., sheds light on this important topic!
If you are an elder law or estate planning attorney assisting senior clients with long-term care planning, it is essential to understand Medicaid planning concepts. Hear from Jim Wolverton, J.D., and Aaron Kempen as they discuss how to approach crisis planning for single clients!
Veterans receiving special pension benefits often transition from home care or assisted living to nursing home care. When this happens, those VA pension benefits will no longer cover their cost of care, and your client may need to transition to Medicaid. Hear from Michael Bryan, J.D., as he shares insight on this topic!
During Part 2 of this series hear from Mark Munson, CELA, as he helps you better understand retirement accounts you will encounter in Medicaid planning. This session focuses on case studies to apply concepts covered in Part 1. Watch now!