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Elder Law

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Quis Custodiet Ipsos Custodes – Who Watches the Watchers?

NAELA2402-R
More elders are dependent on third parties for daily care. This, combined with the facts that they have more financial resources than previous generations are living longer, have led to a major reshaping of elder care facilities. Long term care institutions and hospices are now almost entirely profit driven and often owned by investors rather than health care professionals.
$60.00

Special Needs Planning & the Rise of Directed Trusts

NAELA2401-R
This presentation focuses on the increasing use of Directed Trusts in Special Needs Planning, and discusses the Uniform Directed Trusts Act.
$60.00

Settlement Agreements

P9007-23R-12B
This session covers the topics of best practices of attorneys seeking to settle Contested Guardianship matters (both with the Respondent and between family members/Cross Petitioners), Family Settlement Agreements in Decedent's Estates and in settlements of Trust Disputes under the Illinois Trust Code. Originally presented as part of the Elder Law Short Course 2023.
$60.00

Long-Term Care Medicaid Appeals

P9007-23R-12A
Learn how to navigate next steps in adjudicating a denial or adverse Medicaid decision. This includes information on how to file an administrative appeal, reviewing administrative rules, and highlighting practice tips in preparing for an administrative appeal. Presenters review a comprehensive guide containing pertinent citations that will assist both new and seasoned practitioners in representing clients in administrative appeals. Originally presented as part of the Elder Law Short Course 2023.
$60.00

Citations to Discover and Recover

P9007-23R-11B
This session examines the rules and procedures surrounding citations to discover and citations to recover in probate estates, including some of the more nuanced challenges and complications involved in citation proceedings. Originally presented as part of the Elder Law Short Course 2023.
$45.00

Real Estate and Probate

P9007-23R-11A
Real estate may be the highest money item in a client's estate, so handling real estate in the probate process requires the utmost diligence, care, and thoroughness. Originally presented as part of the Elder Law Short Course 2023.
$60.00

Estate Planning in Adult Guardianships

P9007-23R-10B
Planning when the Ward has testamentary capacity and when the Ward does not and the guardian is planning for the Ward, including potential challenges after death. Originally presented as part of the Elder Law Short Course 2023.
$60.00

Overview of Medicaid Waiver Programs

P9007-23R-10A
Medicaid waivers are an important part of securing a client's interests. But where to start? And how do we ensure the proper outcome for our clients? Originally presented as part of the Elder Law Short Course 2023.
$60.00

Using Special Needs Trusts in an Elder Law Practice

P9007-23R-09B
This session is intended as a primer for the attorney new to elder law or the seasoned elder law attorney who doesn’t draft special needs trusts daily and needs a refresher. We review the basics of the entire range of special needs trusts including self-settled OBRAs, stand-alone third-party special needs trusts, and testamentary special needs trusts. After covering the basic requirements of each, we discuss drafting tips, establishment issues, and trust funding considerations. And we cover practical advice on when and how to effectively use special needs trusts, professional fiduciaries, care managers, True Link Cards and ABLE account alternatives in an elder law practice. We’ll also cover practical advice on how to effectively counsel clients to make good decisions in establishing special needs trusts. Originally presented as part of the Elder Law Short Course 2023.
$60.00

Tax Tips and Traps for Seniors, Estates and Trusts

P9007-23R-09A
The income tax laws pertaining to estates and trusts can seem daunting. However, the most important tax code provisions relevant to attorneys and their clients are relatively simple and easy to understand. This presentation explores those income tax code provisions as they relate to estates, trusts, and our aging clients so you can apply them easily in your practice. Originally presented as part of the Elder Law Short Course 2023.
$60.00

How to Start and Grow Your Own Successful Estate Planning Practice

P1904-23R-06
This course discusses the process of building up your book of business in your trusts & estates legal practice. Topics include: Moving into your own practice, business infrastructure, issues once you have started, staffing, use of Artificial Intelligence, and adding partners.
$50.00

Post-Filing Considerations in Contested Trusts & Estates

P9007-23R-08B
True advocacy in contested trusts and estates matters doesn't end without securing your client's interests with post-filing considerations. Originally presented as part of the Elder Law Short Course 2023.
$60.00

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