This CLE course will provide elder law counsel in-depth guidance on using income-only trusts to enhance their clients' Medicaid eligibility and tax planning needs. They will also discuss look-back requirements, income tax basis, gift tax rules, and more. Read More

This CLE course will offer estate planning, special needs planning, and elder law attorneys guidance on navigating the intricacies of ABLE accounts and special needs trusts under current tax law, including the IRS final regulations for ABLE accounts. The panelist will review the impact of current ta... Read More

This CLE course will provide counsel with an in-depth look at the use of personal services contracts as an asset spend-down technique for Medicaid qualification. The panel will discuss the importance of having a personal care agreement in place, how to select the most suitable form of payment for se... Read More

This CLE course will provide elder law counsel with the tools to assist their married clients in Medicaid planning when one spouse enters a nursing home. The program will discuss how to best leverage the community spouse resource allowance (CSRA) and Medicaid monthly minimum maintenance needs allowa... Read More

This CLE course will provide elder law attorneys guidance on navigating potential issues that may arise when engaging in Medicaid and estate planning for clients who have remarried. The panel will discuss the intersection between Medicaid planning and estate planning, the impact of prenuptial and po... Read More

This CLE course will guide elder law attorneys on SECURE 2.0's impact on special needs planning. The panel will discuss regulatory and tax rules stemming from SECURE 2.0 and challenges for retirement benefits, trusts, and distributions. The panel will also provide effective special needs planning te... Read More

This CLE course will provide elder law counsel with guidance on essential rules and planning techniques relating to the Department of Veterans Affairs (VA) benefits rules. The panelist will discuss issues in determining eligibility for VA benefits under current rules, valuation of assets, transfer r... Read More

This CLE webinar will provide elder law counsel guidance for navigating common issues and challenges in Medicaid application and renewal processes. The panel will discuss eligibility criteria and requirements, asset transfers and the penalty period, and other key items. Read More

This CLE course will provide counsel and advisers serving elderly clients with a focused review of crafting irrevocable trusts to meet VA and Medicaid eligibility requirements and achieve asset protection and tax savings for clients. Read More

This CLE course will provide counsel with an in-depth analysis of available techniques for protecting assets from Medicaid spend down. The panelist will highlight strategies for spend down, gifting for Medicaid purposes, shielding assets from Medicaid calculations with Medicaid Asset Protection Trus... Read More

This CLE webinar will provide elder law attorneys guidance on structuring real estate gifts and trust transfers in Medicaid planning and available techniques to avoid common tax challenges and issues that may impact eligibility. The panel will discuss the intersection between key tax rules and Medic... Read More

This CLE course will provide elder law counsel in-depth guidance on structuring Medicaid asset protection trusts (MAPTs) to benefit their clients' Medicaid eligibility and tax planning needs. Our panel will discuss common pitfalls of utilizing trusts in elder law, look-back requirements, income tax... Read More

This CLE webinar will provide elder law attorneys with a detailed analysis of methods for handling noncompliant annuities during the Medicaid planning process. The panelist will discuss annuity rules and exceptions; distinctions between immediate, deferred, and fixed annuities; asset and income regu... Read More

This CLE course will provide elder law counsel a detailed analysis of protecting the spouse in long-term Medicaid planning. The panel will discuss the best approaches to leverage the community spouse resource allowance (CSRA) and Medicaid monthly minimum maintenance needs allowance (MMMNA) and how t... Read More

This CLE webinar will provide special needs planning attorneys and trustees guidance on special needs trust (SNT) distribution and income rules and planning considerations when structuring and administering SNTs. The panel will discuss the impact of SNT distributions on Supplemental Security Income... Read More

This CLE webinar will provide guidance to elder law and estate planning attorneys on the challenges and legal implications of real property transfers. The panel will discuss the impact of property transfers on income, estate and gift tax, Medicaid transfer rules and penalties, ownership structures,... Read More

This CLE/CPE course will provide attorneys and advisers serving elderly clients with a focused review of key strategies and tax implications of the use of non-grantor trusts. The panel will discuss the most effective trust structures, avoiding pitfalls that would derail Medicaid eligibility, and tac... Read More

This CLE webinar will provide elder law attorneys an in-depth analysis of Medicaid planning issues in the context of a guardianship. The panel will discuss the intersection of Medicaid and guardianship and proceedings, circumstances where guardians should consider Medicaid planning, transferring ass... Read More

This CLE course will provide elder law attorneys guidance on navigating challenges and avoiding missteps between Medicaid and estate planning. The panelist will discuss the inherent differences between Medicaid planning and estate planning, common mistakes in drafting trusts, tax consequences, accou... Read More

This CLE webinar will provide elder law counsel and estate planners guidance on key issues that arise in elder law and estate planning for clients with chronic illnesses or disabilities. The panel will discuss key provisions for trusts, releases, proxies, and other planning instruments. The panel wi... Read More

This CLE webinar will provide elder law attorneys guidance on common tax challenges in Medicaid planning and available techniques to avoid issues that may impact eligibility. The panel will discuss the intersection between key tax rules and Medicaid planning and eligibility, transfers of assets by o... Read More

This CLE course will guide elder law counsel in pursuing and defending claims against long-term care facilities and related service providers. The panel will discuss federal and state regulations, standards of care, service provider negligence, damages, recent cases and enforcement actions, and pote... Read More

This CLE course will prepare elder law practitioners to identify and deal with the crucial issues and pitfalls that arise when drafting special needs trusts. The panel will outline practical solutions to protect public benefits for clients. Read More

This CLE webinar will guide elder law attorneys on the challenges Medicaid recipients face upon the passing of the community spouse. The panel will discuss community spouse protections and applicable rules, counting of assets, and available planning techniques to maintain Medicaid eligibility as a p... Read More

This CLE course will provide counsel with an in-depth analysis of asset spend-down techniques for Medicaid qualification. The panel will highlight strategies for spend-down, understanding exempt vs. non-exempt assets, and distinctions between individuals and married couples, as well as offer methods... Read More

This CLE course will provide an in-depth analysis of those states utilizing spousal refusal in Medicaid planning and other alternatives for Medicaid qualification. The panel will also highlight strategies for spousal refusal, determining when and how such a tactic impacts Medicaid qualification, and... Read More

This CLE course will provide elder law attorneys an in-depth analysis of common and more advanced techniques for Medicaid planning and funding long-term care. The panelist will discuss resource and income eligibility, issues regarding IRAs and annuities, asset protection trusts, long-term care insur... Read More

This CLE course will provide counsel and advisers serving elderly clients with a focused review of crafting irrevocable trusts to meet VA and Medicaid eligibility requirements and achieve asset protection and tax savings for clients. Read More

This CLE/CPE course will guide elder law attorneys on the SECURE Act's impact on special needs planning. The panel will discuss regulatory and tax rules stemming from the SECURE Act and challenges for retirement benefits, trusts, and distributions. The panel will also discuss recent regulatory devel... Read More

This CLE webinar will provide elder law attorneys an in-depth analysis of recent state legislation impacting Medicaid planning, assets, transfers, and common challenges, and methods to overcome them. The panelist will discuss strategies for navigating annuity rules for married couples and single ind... Read More

This CLE webinar will provide elder law and trusts and estates attorneys a detailed analysis of utilizing pooled trusts in special needs and estate planning. The panel will discuss the mechanics of pooled trusts, determining when to use a pooled trust, first-party and third-party trusts, funding opt... Read More

This CLE webinar will provide an in-depth analysis of the key challenges of special needs trust (SNT) funding, administration, and termination, as well as pitfalls to avoid. The panel will discuss SNT funding options and the best assets to put in a trust, the use of life insurance and ILITs, tax iss... Read More

This CLE course will guide elder law attorneys on navigating trust distribution standards and challenges in elder planning and administration. The panel will discuss current distribution standards, including discretionary, HEMS, mandatory, and contingent trust distributions, and key considerations a... Read More

This CLE course will provide elder law attorneys an in-depth analysis of the Medicaid assets, transfers, and conversion rules, common challenges, and methods to overcome them. The panel will discuss strategies for navigating asset limits, level of care requirements, lookback periods, purchase of exe... Read More

This CLE course will provide elder law attorneys and trustees guidance on the challenges of administering special needs trusts (SNTs) and methods to overcome them. The panel will discuss methods in handling administrative pitfalls that arise due to poorly drafted SNTs, income taxation, trust account... Read More

This CLE course will offer elder law attorneys guidance on navigating the new IRS final regulations' intricacies for ABLE accounts. The panel will discuss key provisions of the new regulations, one account rule, disability recertification, tax issues, critical planning tools, and the interplay with... Read More

This CLE course will guide elder law attorneys through eligibility standards for long-term care funded through Medicare, Medicaid, and other payors. The panel will discuss Medicare rules for nursing facility and home care services, state rule challenges, and critical considerations for clinical stan... Read More

This CLE course will guide elder law and estate planning attorneys on the challenges and legal implications of real estate transfers for planning purposes. The panel will discuss the impact of property transfers in elder law planning on income, estate and gift tax, Medicaid transfer rules and penalt... Read More

This CLE course will explain and analyze the complex issues facing counsel when advising elderly clients regarding gifting their house. The panel will discuss Medicaid eligibility and gifting rules, tax implications, transfers to a trust, pros and cons of an outright gift, and alternatives to giftin... Read More

This CLE course will provide elder law attorneys an in-depth analysis of critical rules and requirements for obtaining VA non-service connected pension benefits. The panel will guide counsel on overcoming challenges in filing claims for nonservice-connected pension benefits, navigating the appeals p... Read More

This CLE course will provide elder law attorneys an in-depth analysis of legal, procedural, and administrative challenges of emergency conservatorships and guardianships. The panel will discuss critical issues in pursuing court intervention and orders, identifying risk and protective factors, and re... Read More

This CLE course will provide elder law and benefits attorneys an in-depth analysis of Social Security disability assessments and hearings and coordinating Social Security disability insurance (SSDI) with Medicaid and VA benefits. The panel will discuss practical techniques in mastering the Social Se... Read More

This CLE course will equip elder law attorneys with real-world, practical techniques to protect the assets of senior clients facing a Medicaid eligibility crisis due to a health condition that requires unaffordable nursing home care. The panel will outline strategies for clients to preserve assets u... Read More

This CLE course will discuss some of the more common techniques for Medicaid planning, including asset protection and pooled income trusts, private annuities and promissory notes, spousal transfers, and caregiver agreements. Read More

This CLE course will provide elder counsel guidance on emergency Medicaid planning to correctly secure Medicaid benefits in case of a crisis or changed circumstances. The panel will discuss critical issues that impact Medicaid planning techniques, navigating the application process, spend-down strat... Read More

This CLE course will provide counsel and managers with comprehensive guidance on the legal ramifications of assisted living contract terminations and resident transfers. The panel will discuss critical considerations for valid assisted living agreements, available grounds for termination or transfer... Read More

This CLE course will guide elder law counsel on the use of promissory notes to ensure Medicaid eligibility and effective long term care planning. The panelist will discuss tactics to avoid challenges in structuring gift and Deficit Reduction Act (DRA) compliant transactions, shielding assets, and co... Read More

This CLE course will guide elder law practitioners in preparing Medicaid appeals at administrative fair hearings and in state and federal court. The panel will address winning strategies for advocating on behalf of Medicaid applicants and beneficiaries facing reductions, terminations or denials of c... Read More

This CLE course will provide elder law counsel with in-depth information and instruction on VA eligibility and planning. Our panel will discuss the lesser known eligibility requirements for VA aid and attendant pension benefits and outline practical techniques to address both pre-planning and planni... Read More

This CLE course will discuss the Section 8 Housing Choice Program for the elderly and those with special needs, including how the program works, eligibility, calculation of rent and reasonable accommodations. The program will also discuss the DeCambre v. Brookline Housing Auth. decision on how incom... Read More

This CLE course will provide knowledge to elder care attorneys on representing clients facing end-of-life and incapacity healthcare and financial decision-making issues. The panel will discuss the pros, cons and pitfalls of advanced directives, power of attorney, guardianships, and POLSTs. The progr... Read More

This CLE course will prepare elder law practitioners to utilize special needs trusts (SNTs) and Achieving a Better Life Experience (ABLE) Act 529A accounts to ensure financial independence for elderly and disabled clients. The panel will help practitioners choose a strategy that is right for each cl... Read More

This CLE course will discuss the types of annuities individuals and families often own and assess how different types of annuities will be treated under federal Medicaid planning rules and common state statutory requirements. The program will also discuss what if anything can be done with annuities... Read More