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Long-Term Care Planning and Tax Advantages for the Business Owner
Live Date:
July 8, 2025
Shawn Britt
Presenter:
Shawn Britt

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!

Topics: CLE Long-Term Care Insurance Practice Building
Advanced Medicaid Compliant Annuity Case Studies: How to Navigate Unique Scenarios and Case Facts
Live Date:
June 3, 2025
Jim Wolverton, J.D.
Presenter:
Jim Wolverton, J.D.

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!

Topics: CLE MCA Planning Medicaid Rules
Proactive Medicaid Planning: Leveraging Irrevocable Trusts and Long-Term Care Insurance
Live Date:
May 6, 2025
Zach Bloxham, J.D. & Jim Wolverton, J.D.
Presenter:
Zach Bloxham, J.D. & Jim Wolverton, J.D.

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!

Topics: CLE Long-Term Care Insurance Medicaid Rules
Medicaid Qualification Considerations for Retirement Accounts and Deferred Annuities
Live Date:
April 1, 2025
Mark Munson, CELA & Jim Wolverton, J.D.
Presenter:
Mark Munson, CELA & Jim Wolverton, J.D.

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.

Topics: CLE Medicaid Rules
Add a New Practice Area! Medicaid Planning
Live Date:
February 4, 2025
Jim Wolverton, J.D.
Presenter:
Jim Wolverton, J.D.

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!

Topics: CLE MCA Planning Medicaid Rules Practice Building
How to Protect Your Clients from a Bad Actor Trustee
Live Date:
January 7, 2025
Megan Brand
Presenter:
Megan Brand

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!

Topics: CLE Special Needs Trust
Ethical Challenges and Best Practices in Elder Law
Live Date:
December 10, 2024
Rebecca A. Hobbs, CELA
Presenter:
Rebecca A. Hobbs, CELA

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!

Topics: CLE Elder Law Ethics
ABLE Accounts Turn 10!
Live Date:
November 12, 2024
Peter Wall
Presenter:
Peter Wall

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!

Topics: CLE Estate Planning Special Needs Trust
Medicaid Planning Basics: Crisis Planning for Married Couples
Live Date:
October 8, 2024
Jim Wolverton, J.D.
Presenter:
Jim Wolverton, J.D.

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!

Topics: CLE MCA Planning Medicaid Rules
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