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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.

Matters involving multigenerational members of family arise often in elder law representation, and they invoke unique ethical considerations. Originally presented as part of the Elder Law Short Course 2023.

Hear from both currently presiding and retired judges for the bench's perspective on elder law cases. Originally presented as part of the Elder Law Short Course 2023.

Problem trusts can become even more problematic when they involve incapacitated grantors, non-existent trustees, and disabled beneficiaries. What do you do when you are administering an outdated trust, a poorly drafted trust, a trust that no longer serves its intended purpose, a trust whose cost of administration outweighs the benefit, or a trust that doesn’t meet the needs of its beneficiaries? This session highlights options available in the Illinois Trust Code to fix a problem trust, including decanting, virtual representation, and non-judicial settlement agreements. Originally presented as part of the Elder Law Short Course 2023.

From organ donation to funeral planning, faith-based preferences surrounding end of life issues run the gamut and can make planning challenging and complex. Learn the common and not-so-common traditions that will help you develop a comprehensive plan for your clients. Originally presented as part of the Elder Law Short Course 2023.

Learn the latest software and methods that aid Illinois attorneys with assisting their estate planning clients with unique needs. There's so much more than just electronic wills now! Originally presented as part of the Elder Law Short Course 2023.

Get up to date on new cases and Illinois legislation in 2023 that impact every attorney's elder law matters. Originally presented as part of the Elder Law Short Course 2023.

As an estate planner, your focus is on how your client’s assets will be preserved, managed, and distributed after their death. But what happens when the client dies, and you are contacted by the fiduciary or heir to handle settling their estate? Originally presented as part of the Estate Planning for the 99%.

Navigating the availability of retirement plans, such as 401(k), 403(b), profit-sharing, IRAs and similar plans represents one of the few remaining ways in which members of the middle-class can engage in meaningful tax planning in the era following the enactment of the Tax Cut and Jobs Act in 20171. Originally presented as part of the Estate Planning for the 99%.

Planning for a disability should be part of any discussion during estate planning. This course addresses topics that should be a part of this conversation. These include Powers of Attorney, and the possible inclusion of enabling the agent to make gifts of the principal's property and beneficiary designations. The course also involves discussion of the estate plan as a living document that needs regular review and updating. A discussion of various trusts is included. Originally presented as part of the Estate Planning for the 99%.