Elder Law

4.46

Elder Law and Asset Protection Essentials

Credits Available
Credit Status Total
Alaska CLE Approved 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
OnDemand
5 hours 58 minutes
David McGuffey
Evan Farr
Linda Chezem
Ryan Casson
John Toy
With David L. McGuffey from Elder Law Practice of David L. McGuffey, LLC + 4 others
Recorded April 25, 2025
Product ID 100194

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Overview

Planning With LLCs, POAs, Retirement Accounts, and More

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.

Abbreviated Agenda

  1. Protecting Assets While Qualifying for Medicaid
  2. Irrevocable Trusts, Annuities, and Promissory Notes
  3. Financial and Medical POAs: Protections by (and From) Proxies
  4. Asset Protection With LLCs and Business Succession Planning
  5. Late-in-Life Marital Agreements
  6. Retirement and Social Security Planning
  7. Legal Ethics of Elder Law

Related Topics

Product ID 100194

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Protecting Assets While Qualifying for Medicaid

    1. Maximizing Non-Countable Assets
    2. Timing of Gifts and Transfers (Lookback Period and Penalties)
    3. Community Spouse and Homestead Issues
    4. The Role of LTC Insurance

  2. Irrevocable Trusts, Annuities, and Promissory Notes

  3. Financial and Medical POAs: Protections by (and From) Proxies

  4. Asset Protection With LLCs and Business Succession Planning

  5. Late-in-Life Marital Agreements

  6. Retirement and Social Security Planning

    1. Social Security Benefits: Calculating the Benefit, Spousal Benefits, When to Claim, etc.
    2. Retirement Planning Under SECURE and SECURE 2.0 Acts
    3. Beneficiary Designations

  7. Legal Ethics of Elder Law

    1. Clients With Diminishing Capacity
    2. Client Communications
    3. Reporting Elder Abuse and Neglect
    4. Guarding Confidentiality
    5. Conflicts of Interest and Joint Representation

Who Should Attend

This program is designed for attorneys. Accountants, guardians, fiduciaries, financial planners, social workers, and paralegals may also benefit.

Speakers

David L McGuffey
David L.
McGuffey
Elder Law Practice of David L. McGuffey, LLC
Evan H Farr
Evan H.
Farr
Farr Law Firm, P.C.
Linda L Chezem
Linda L.
Chezem
Foley Peden & Wisco, P.A.
Ryan J Casson
Ryan J.
Casson
Law Office of Ryan J. Casson
John R Toy II
John R.
Toy, II
Parker, Toy & Associates, PLLC
Speaker bio
David L McGuffey

David L. McGuffey

Elder Law Practice of David L. McGuffey, LLC
David McGuffey

is in private practice with the Elder Law Practice of David L. McGuffey, LLC located in Dalton, Georgia. He limits his practice to elder law and special needs law. Much of Mr. McGuffey's practice is devoted to helping individuals with chronic health conditions, and to find, get and pay for good long-term care. He is certified as an elder law attorney by the National Elder Law Foundation. In 2021, Mr. McGuffey launched the educational website EzElderLaw.com. As of now, EzElderLaw has more than 1,000 pages of information available to its readers with more coming almost every day. He earned his B.A. and J.D. degrees from Georgia State University. Mr. McGuffey is a member of the National Academy of Elder Law Attorneys and various local bar associations. He is a past chair of the State Bar of Georgia's Elder Law section and the Tennessee Bar Association's Elder Law section.

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Speaker bio
Evan H Farr

Evan H. Farr

Farr Law Firm, P.C.
Evan Farr

is a certified elder law attorney and member of the NAELA Council of Advanced Practitioners. He is the principal attorney of the Farr Law Firm, P.C., an elder law firm in Fairfax, Virginia dedicated to helping protect seniors and their families by preserving dignity, quality of life and financial security. A nationally renowned author and CLE speaker, Mr. Farr is well known in the field of elder law as an expert on Medicaid asset protection. He has educated tens of thousands of attorneys across the country through speaking and writing for numerous national legal organizations; including ALI-ABA, the National Academy of Elder Law Attorneys, National Business Institute and the National Constitution Center; as well as his own Elder Law Institute for Training and Education (ELITE). Mr. Farr coaches and trains other elder law attorneys around the country, providing them with specialized software and practice-enhancement systems, such as the Living Trust Plus Asset Protection System used by dozens of attorneys across the nation. He is a well-known public media figure, having been quoted or cited as an elder law expert by The Washington Post, Newsweek, Northern Virginia Magazine, Trusts & Estates Magazine, The American Institute of Certified Public Accountants, and the American Bar Association. Mr. Farr has appeared on television on various PBS stations around the country, as well as on MSNBC, Fox News and CNN. He earned his undergraduate degree from the University of Pennsylvania and his law degree from the College of William & Mary School of Law.

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Speaker bio
Linda L Chezem

Linda L. Chezem

Foley Peden & Wisco, P.A.
Linda Chezem

serves of counsel at Foley Peden & Wisco, P.A. She has served on Lawrence County Court, Lawrence Circuit Court and the Indiana Court of Appeals. After 22 years, Ms. Chezem resigned from the Indiana Court of Appeals to become the department head and a professor of 4-H Youth Development in the College of Agriculture, Purdue University. She served as a special assistant to the director of the National Institute on Alcohol Abuse and Alcoholism. Ms. Chezem now holds an appointment as a professor emerita of Youth Development and Agricultural Education, Purdue University and an adjunct professor appointment at the Indiana University School of Medicine Alcohol Research Center. She is a past chair of the Morgan County, Indiana Board of Health and co-author of the first public health law bench book in the United States. Ms. Chezem earned her B.S. degree from Indiana State University and her J.D. degree from Indiana University School of Law.

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Speaker bio
Ryan J Casson

Ryan J. Casson

Law Office of Ryan J. Casson
Ryan Casson

is a solo practitioner at his firm Law Office of Ryan J. Casson located in Camarillo, California. He practices estate planning, elder law, Medicaid, probate, charitable gifting, tax, estate litigation and trust administration. Mr. Casson earned his B.B.A. degree from Walla Walla University and his J.D. degree from Thomas M. Cooley Law School. He is licensed to practice law in California, Florida, Massachusetts, and South Dakota.

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Speaker bio
John R Toy II

John R. Toy, II

Parker, Toy & Associates, PLLC
John Toy

is a Murfreesboro native who decided to start practicing law in order to make a difference in other's lives. He is a graduate of Riverdale High School and MTSU, who loves his community and is blessed to be able to serve. As an Eagle Scout, Mr. Toy understands the importance of being involved in the lives of those in our local community. He graduated magna cum laude from Liberty University School of Law and is licensed to practice law in Tennessee. Mr. Toy is a member for the Rutherford and Cannon County bar associations, and the Tennessee Bar Association. He is also the current chair of the Tennessee Bar Association Elder Law Council.

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