The Evolution of Money and Marketplace

This session offers attorneys a practical overview of Medicaid eligibility rules essential for effective client counseling and case management. Covering income and asset limits, resource treatment, and key documentation requirements, the program equips legal professionals with the tools to accurately assess eligibility, identify planning opportunities, and avoid common errors in Medicaid applications. Ideal for attorneys new to elder law or Medicaid planning.
Originally presented as part of Elder Law Short Course 2025.

Attorneys face many complexities when representing heirs, particularly when actions taken during the decedent’s lifetime—often by an agent acting under a Power of Attorney—come to light after the death of the decedent. When all assets pass by operation of law directly to beneficiaries, outside of an estate or trust, Attorneys may need to consider other avenues to pursue remedies for their clients. Using real-world examples, we’ll examine common conflicts that arise when agents claim they were "just doing what Mom wanted," and evaluating claims against agents under the Illinois Power of Attorney Act.
Originally presented as part of Elder Law Short Course 2025.

When an interested party (caregiver, spouse, child, friend, or agent under a Power of Attorney) is involved, attorneys and geriatric care managers must clearly identify and protect the true client. This session covers practical and ethical strategies to manage caregiver influence, maintain boundaries, and address conflicts. Attendees will gain tools to recognize red flags and ensure advocacy remains focused on the client’s rights and wishes.
Originally presented as part of Elder Law Short Course 2025.