IL NAELA

This program introduces the Illinois Prudent Investor Rule and discusses how its requirement of reasonable care, skill, and caution applies in managing a guardianship. The discussion addresses ways in which managers can balance safety, income, and court restrictions.

This program presents the latest developments in Medicaid Compliant Annuity (MCA) planning. It covers best practices for structuring annuities to meet Medicaid eligibility requirements, recent regulatory and policy updates, common compliance pitfalls, and strategic planning considerations.

This program explores the complex and often misunderstood issue of involuntary discharges from skilled nursing facilities. Designed for legal professionals, advocates, healthcare providers, and families, the session will break down residents’ rights, federal and state regulations, and the legal standards governing transfers and discharges.

Medicaid’s Spousal Refusal option remains a powerful—yet often misunderstood—tool for protecting the financial security of married couples when one spouse requires long-term care. This program provides a clear, practical overview of the current legal landscape, recent regulatory developments, and emerging trends affecting Spousal Refusal planning.

IRAs can pose a challenge to attorneys engaging in Medicaid planning, but a properly structured Medicaid Compliant Annuity can help.

This program provides an overview of the Affordable Care Act (ACA) and how it affects residents applying for, or receiving, medical assistance while residing in long-term care facilities.

This program goes over the basics of AI in the legal field, along with practical tips regarding using AI under an ethical compass and under the Illinois Rules of Professional Responsibility.

This program is an introduction of the Illinois Department on Aging's Community Care Program- a Medicaid waiver program. This program evaluates the needs of seniors to identify programs and resources to allow seniors to remain living at home as long as safely possible.

This program discusses the different crisis planning options to consider in Illinois with retirement accounts.

This course describes the following Illinois Department of Human Services benefits: 1) Aid for the Aged, Blind, Disabled (AABD) Cash assistance and 2) Medicare Savings Programs. These two benefits are highly underutilized but provide very valuable benefits to low-income, vulnerable older adults. The training will describe how to apply for the benefits, eligibility criteria, and how to maximize benefits.

For years, the presenter doubted whether meaningful change was possible given the alarming attorney health statistics reported by the ARDC. However, exploring holistic and consciousness-based approaches revealed that improving attorney well-being is more within our control than she once believed. This presentation is designed to educate and empower attorneys to take charge of their health, enhance their careers, and create lasting, positive change for not only themselves but their clients.

As Baby Boomers age, there has been an increase in the number of long-term care policies that come thru an attorney’s office for review. This session will review the main parts of a long-term care contract and the key benefit features clients and attorneys will want to know as they consider making a claim. The session will also go over the document-intensive claim process and the most common pitfalls that cause a claim denial. We will cover best strategies and resources for families who are managing a claim. With this information, attorneys should be armed to better advise their clients about how to use this valuable resource.