Elder Law Short Course 2023 - Online On-Demand Sessions

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.

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.

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.

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.