Long-term care insurance policies can be complex, even for experienced insurance attorneys, who are often called upon to interpret them. Hear from Jim Wolverton and Mary Sizemore as they cover best practices for helping clients navigate these modern policies!
In this special ethics CLE session, hear from Kristin Dittus as she discusses ethical billing agreements, how to draft an engagement letter that clearly defines the work and time covered by a flat fee agreement, and much more!
Tax deductions are a priority for many business owners, yet one commonly overlooked opportunity is the deduction of premiums for long-term care insurance. Hear from Shawn Britt as she discusses how these deductions work!
Many elder law attorneys are familiar with the basics of Medicaid Compliant Annuities. However, not every client fits a traditional scenario. Hear from Jim Wolverton as he explores advanced MCA case studies and the Medicaid regulations that influence these strategies!
As demand for Medicaid planning grows, estate planning attorneys are increasingly asked to help clients with long-term care planning. Check out this essential discussion on integrating irrevocable trusts and long-term care insurance into a well-rounded estate planning strategy!
Elder law attorneys often encounter challenges when dealing with retirement assets in crisis planning. In this CLE session, Mark Munson, CELA, and Jim Wolverton, J.D., discuss how to approach these unique assets within the context of Medicaid asset rules and qualification requirements.
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!