Online Content

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.

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.

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.

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.

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. Originally presented as part of the Estate Planning for the 99%.

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.

This session covers an overview of the basic Medicaid planning rules and regulations, including citations to the applicable Illinois Administrative Code sections and Medicaid Policy Manual rules. We take an in-depth look at what qualifies as an exempt resource and the various transfer rules that will allow your client to obtain the maximum benefit from their resources while meeting the eligibility requirements. This session includes an overview of the rules for single applicants and married applicants as they begin their Medicaid journey, as well as some strategies to consider when you are faced with a client who did their own DIY Medicaid plan before seeking your legal advice and expertise. Originally presented as part of the Elder Law Short Course 2023.

Setting the stage for a favorable outcome for your client with a contested trust or estate begins with pre-filing, and there are many considerations that should inform advocacy at this stage. Originally presented as part of the Elder Law Short Course 2023.

Long-term care insurance plans are complex and often difficult to implement. Learn how to tame this monster with an in-depth exploration of the issues and options involved. Originally presented as part of the Elder Law Short Course 2023.