Elder Law CLE Courses
NBI offers a complete library of Elder Law CLE courses addressing key legal issues, developments, and leading practices for attorneys in all stages of their practice.
Best SellerTrustsMedicaid and Estate Planning: A Balancing Act
Qualifying for Medicaid nursing home coverage can impede traditional estate planning tactics. This legal course will give you the tools to reconcile the two plans to work in concert instead of against each other. Revise your trust drafting and intravisos transfer approaches, get an update on the latest rules and limitations shaping estate plans, and hear hard-won real-life lessons from seasoned practitioners. Help your clients at every stage of their lives - register today! Get an update on the rules of Medicaid and the latest tax changes. Make the best use of POAs and guardianships to protect the rights of the elderly. Improve drafting with a review of sample trust provisions. Develop a concrete plan for estate administration and Medicaid recovery.
Recorded March 14, 2025.OnDemand5 hours 46 minutes
Elder LawElder Law and Asset Protection Essentials
Elder law practice demands are tightly intertwined with the asset protection needs of your clients. Are you shoring up their creditor defenses as you help them plan for retirement and possible disability? Discover the asset protection implications of medical and financial powers of attorney (POAs), develop strategies for asset protection while qualifying for Medicaid nursing home care, make the best use of LLCs, and much more. Protect your aging clients - register today! Explore the most efficient ways of qualifying for Medicaid nursing home care. Master the essentials of later-in-life asset protection. Answer your clients critical questions about retirement planning and benefits eligibility. Make the best use of marital agreements for later-in-life marriages. Guard your ethical reputation with tips for representing clients with dementia.
Live Online + OnDemandApr 25, 2:00 PM
Best SellerElder LawMedicaid Planning: The Complete Toolkit for Attorneys
Long-term care becomes a necessity for most elderly clients, and, short of exorbitant LTC insurance and out-of-pocket expenses, the only reasonable option is Medicaid coverage. Help your clients in need of nursing home coverage ensure Medicaid eligibility without losing the family home and leaving loved ones impoverished. Our experienced faculty will explore excluded assets, useful conversion and transfer techniques, and learn what can ruin eligibility. Build your skills - register today! Dispel common Medicaid myths and determine whether Medicaid is the right option for your client. Get an update on the current Medicaid eligibility categories and requirements. Come away with a list of excluded assets and ways to maximize the use of the exclusions. Clarify how the lookback requirement works in daily practice and what often triggers penalty periods.
Recorded March 27, 2025.OnDemand6 hours 1 minute
Trusts4.48Drafting Essential Estate Planning Documents
This comprehensive legal instruction offers essential knowledge and resources to draft key documents used to plan for clients' trusts and estates. Establish heirs and plan distributions, choose and prepare fiduciaries, outline medical decisions, and more. With experienced attorney faculty sharing their top approaches and sample documents, you'll save time drafting and advise clients on the wisest course of action for every unique situation. Register today! Get sample language for wills, trusts, beneficiary designations, and more. Understand when specific provisions and documents are used for best results. Learn to draft to prevent unintended consequences. Help clients make the tough end-of-life and organ donation decisions and communicate them clearly and properly. Guard your professional reputation with a specialized legal ethics guide.
Recorded November 22, 2024.OnDemand5 hours 52 minutes
Elder LawMedicaid Lookback Rules and Planning
The requirements for Medicaid eligibility are strict, and protective planning is tricky. How does your understanding of Medicaid planning stack up? Join us at this focused program to get the answers you need about this complex area of practice. Register today! Clarify what the eligibility requirements are. Determine which assets are countable and how they can be converted. Establish exactly what limitations are placed on asset transfers. Protect your clients' interests by knowing what's exempt and what's not. Deepen your knowledge of transfer penalty provisions. Learn to effectively use trusts to plan for Medicaid without interfering with the overall estate plan.
Recorded February 19, 2025.OnDemand6 hours 7 minutes
Best SellerTrustsSpecial Needs Trusts: Attorney and Trustee Perspectives
Special needs trusts (SNTs) are a powerful tool that enables individuals with disabilities to get the help they need without sacrificing essential quality of life, but the key to their proper function goes beyond skillfully drafted provisions. We've invited attorney and professional SNT trustee faculty to share their experiences and tips for the most effective use of SNTs: from benefits eligibility to maximizing expenses and properly managing assets. Adopt a holistic approach to SNTs - register today! Learn how critical SNT provisions are interpreted at trust administration. Explore what trustees can and cannot do to enhance beneficiaries' lives. Discuss fiduciary responsibilities and issues of which to be aware. Clarify the limiting effects of benefits requirements that define the use of SNTs. Work through legal ethics dilemmas you will likely face in your special needs practice.
Live Online + OnDemandMay 8, 2:00 PM
CA SpecificTrustsCalifornia Estate Planning 2025: New Laws, Old Tools, and the Changes You Need to Make
This timely practice update offers a practical analysis of the recent and proposed legal and tax changes affecting trusts and estates and provides a review of the new tools to adapt to the changing regulatory environment. Provide your clients with the most up-to-date representation: register today! Get an incisive summary and analysis of the tax changes and their implications for existing planning tools. Learn which deductions remain and how to obtain them. Identify planning approaches that no longer help your clients. Gain practical pointers for fixing old trusts. Glean the future of the practice with a practical analysis of the ongoing and upcoming regulatory efforts.
Live Online + OnDemandMay 5, 4:00 PM
Best SellerElder LawNY SpecificNew York Medicaid Lookback Rules and Planning
The requirements for Medicaid eligibility are strict, and protective planning is tricky. How does your understanding of Medicaid planning stack up? Join us at this focused seminar to get the answers you need about this complex area of practice. Register today! Determine which assets are countable and how they can be converted. Establish exactly what limitations are placed on asset transfers. Protect your clients' interests by knowing what's exempt and what's not. Deepen your knowledge of transfer penalty provisions. Learn to effectively use trusts to plan for Medicaid without interfering with the overall estate plan.
Coming Soon! OnDemand recording will be available on April 24, 2025.OnDemand6 hours- Best SellerPA SpecificTrusts
Pennsylvania Estate Planning 2025: New Laws, Old Tools, and the Changes You Need to Make
This timely practice update offers a practical analysis of the recent and proposed legal and tax changes affecting trusts and estates and provides a review of the new tools to adapt to the changing regulatory environment. Provide your clients with the most up-to-date representation: register today! Get an incisive summary and analysis of the tax changes and their implications for existing planning tools. Learn which deductions remain and how to obtain them. Identify planning approaches that no longer help your clients. Gain practical pointers for fixing old trusts. Glean the future of the practice with a practical analysis of the ongoing and upcoming regulatory efforts.
Recorded March 20, 2025.OnDemand5 hours 55 minutes 
Trusts3.96Advanced Asset Protection Techniques
The asset protection regulatory landscape is changing, bringing with it new compliance challenges and planning opportunities. This course will take you beyond a basic review of legal options to offer specific actionable strategies for helping the clients who need to safeguard what they've spent so much time and effort building. Register today! Get an update on the new compliance and reporting laws governing asset protection: foreign and domestic. Learn to spot potential risks by looking through the clients' financial documents. Get expert tips for using business entities and trusts in guarding against financial risks. Effectively separate and safeguard the physical assets of the company and personal assets. Find out what specific trust provisions offer the greatest protection.
Recorded May 19, 2023.OnDemand5 hours 52 minutes
Elder LawPre- and Post-Placement Medicaid Appeals: Correcting Errors and Improving Outcomes
Depending on their current placement, different options are available to appeal Medicaid coverage denial and to improve the claimant's outcomes. This practical legal course will address the appeal, brief, and hearing procedures, as well as specific guidance for improving outcomes. Whether your client is facing nursing home "eviction" for COVID-era self-reported eligibility or is in early-stage dementia looking to correct mistakes in initial application, our faculty will give you valuable guidance for your next course of action. Register today! Explore top pre-planning issues, including improper use of trusts, mistakes in application, and intent to return home. Discover how to challenge "medically necessary" care assessment and increase services coverage. Adopt best practices for drafting Medicaid hearing briefs and get guidance on fair hearing procedures.
Recorded March 10, 2025.OnDemand2 hours 53 minutes
Elder LawMedicaid Planning Perils: Spousal POAs and Asset Transfer Traps
Spousal Powers of Attorney (POAs) and asset transfer mistakes can create significant legal and financial setbacks, especially when Medicaid eligibility is on the line. Join our experienced faculty as they reveal the top missteps that can unravel Medicaid planning and estate plans. Gain expert knowledge on what NOT to do, and discover sound strategies for drafting spousal POAs and executing asset transfers without jeopardizing benefits. Protect your clients and their spouses by navigating the complexities of Medicaid planning with confidence - register today!
Recorded February 13, 2025.OnDemand1 hour 31 minutes
Trusts4.54Estate and Medicaid Planning
A combined approach to planning for both elder care and the estate together is the only way to ensure the two plans don't work against each other. This practical overview will give you actionable methods for qualifying for Medicaid while leveraging the best tax and estate administration planning. Draft better trusts and proxy documents and take all the clients' assets into consideration. Register today! Get an update on the rules of Medicaid and the latest tax changes. Make the best use of POAs and guardianships to protect the rights of the elderly. Explore available Medicaid waiver programs that may allow your clients to maintain independence longer. Improve drafting with a review of sample will and trust provisions. Develop a concrete plan for estate administration and Medicaid recovery.
Recorded November 13, 2024.OnDemand6 hours 1 minute
Best SellerFamily LawPA SpecificTop Challenges in Pennsylvania Family Law
Resolving the wide variety of issues that must be addressed in family law can be challenging. This course will tackle some of the biggest problems in family cases, including tough discovery and evidence issues, complex assets, military divorce matters, and much more. Don't miss this opportunity to take your family law skills to the next level with these helpful tactics for overcoming key challenges - register today! Explore the challenges involved with conducting complex discovery involving social media, email, and text. Discover effective ways to find and untangle complex assets involved in divorce. Review ways to overcome complicated problems that arise with determining child and spousal support. Take the confusion out of the tricky considerations surrounding a military divorce. Discuss efficient methods to confront heated custody and parenting time dilemmas. Learn approaches for dealing with parental alienation and abuse allegations.
Live Online + OnDemandApr 29, 1:00 PM
Elder Law4.27Medicaid: Qualifying Clients for Immediate Care and Protecting Assets
Medicaid planning is most effective when done ahead of time. Sadly, most clients seek help when the need for nursing home is urgent or when the loved one is already in the facility. Do you have all the tools at your disposal for tackling such tough cases? This practical guide zeroes in on the very techniques that work in the crisis situations - when the penalty period is already triggered or care is already being provided. Learn what asset transfer approaches are still available and how to make certain to protect family assets. Help clients make the best of a tough situation. Register today! Clarify what types of asset transfers will NOT trigger penalty periods of ineligibility. Get all the tools you need to provide for the spouse staying in the community. Draft caregiver agreements that are sure to qualify for Medicaid compensation. Protect the family home with techniques tailored to specific family dynamics and circumstances.
Recorded December 18, 2024.OnDemand5 hours 49 minutes