Elder Law

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Elder Law and Asset Protection Essentials

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska CLE Reciprocity 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 Pending 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Pending 6 Total
North Carolina 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
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
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 7 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
Live Online
6 hours
David McGuffey
Mary Piasta
Rachel Allums
Gretel Smith
Evan Farr
Jackie Lou Raquidan
With David L. McGuffey from Elder Law Practice of David L. McGuffey, LLC + 5 others

Fri, Sep 18, 00:00 AM – 00:00 PM

Product ID 102282

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Course Includes
$429

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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

Can't Attend Live?

Pre-Order the OnDemand

We will notify you when the ondemand recording is available.

Related Topics

Product ID 102282

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska CLE Reciprocity 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 Pending 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Pending 6 Total
North Carolina 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
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
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 7 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
Select Jurisdiction
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Paralegal
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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
Mary Piasta
Mary
Piasta
Haeuser, Valuzzo & Piasta PC
Rachel M Allums
Rachel M.
Allums
Allums Law, APC
Gretel Smith
Gretel
Smith
Burgos Santoyo Smith, Inc.
Evan H Farr
Evan H.
Farr
Farr Law Firm, P.C.
Jackie Lou D Raquidan
Jackie Lou D.
Raquidan
5T Wealth, LLC
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
Mary Piasta

Mary Piasta

Haeuser, Valuzzo & Piasta PC
Mary Piasta

is the president of Haeuser, Valluzzo & Piasta PC. Adept at navigating thorny issues ranging from real estate to the complexities of estate planning, her proactive legal counsel provides peace of mind to entrepreneurs, family-owned businesses, and individuals. Ms. Piasta advises on critical business decisions and the transition of leadership and inheritance across generations. Her clients include diverse businesses of all sizes, ranging from solos and start-ups to multi-generational wineries, and vineyard management companies. Ms. Piasta earned her B.A. degree from the University of California, Davis and her J.D. degree from the University of San Francisco School of Law. She is admitted to practice law in California.

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Speaker bio
Rachel M Allums

Rachel M. Allums

Allums Law, APC
Rachel Allums

is an attorney at Allums Law, APC. She focuses her practice on estate planning, probate and trust administration. Ms. Allums is admitted to practice law in California.

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Speaker bio
Gretel Smith

Gretel Smith

Burgos Santoyo Smith, Inc.
Gretel Smith

is a founding partner at Burgos Santoyo Smith, Inc. Originally focusing on criminal defense, Ms. Smith shifted toward family law when she realized she liked the idea of being a guide. She earned her J.D. degree from California Western School of Law. Ms. Smith is admitted to practice law in California.

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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
Jackie Lou D Raquidan

Jackie Lou D. Raquidan

5T Wealth, LLC
Jackie Lou Raquidan

is a chief growth officer at 5T Wealth, LLC. She leads the firm's strategic growth initiatives to strengthen its position as a premier provider of boutique and family office wealth management services. With over two decades of experience in banking, wealth management services, and business development, Ms. Raquidan specializes in creating tailored financial and estate planning solutions that help clients navigate life's complexities. She holds a bachelor's degree, magna cum laude, and a MBA, summa cum laude, from Pepperdine Graziadio Business School. Ms. Raquidan also holds a certification in Socially, Environmentally, and Ethically Responsible (SEER) business strategy. She is based in California.

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