Elder Law

Live Online

Advanced Elder Law Issues and Answers

Credits Available
Credit Status 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 Upon Request 7 Total
Kentucky CLE Upon Request 6 Total
Louisiana 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
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
Rhode Island CLE Upon Request 7 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
CPE for Accountants/NASBA Approved 7 Total
Live Online
6 hours
Vaughn James
Debbie Britt
John Toy
S. Brad Dozier
With Hon. Vaughn E. James from Texas Tech University School of Law + 4 others

Tue, Oct 13, 00:00 AM – 00:00 PM

Product ID 102557

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Course Includes
$429

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Overview

The Cases That Keep You Up at Night Deserve a Full Day of Answers

Elder law sits at the intersection of estate planning, tax law, health care, public benefits, family dynamics, and legal ethics - and every client matter involves all of them at once. A client with dementia isn't just a capacity question. It's a Medicaid question, an IRA question, a guardianship question, and a family conflict question. The answers in each area affect the answers in every other. This advanced, full-day program is built for practitioners who already know the basics and are ready to work through the hard problems. Each session goes deep on one of elder law's most complex intersections - where the rules are unsettled, the tradeoffs are real, and the judgment calls are yours. Register today!

  • Untangle the competing legal standards that govern capacity, guardianship, and supported decision-making.
  • Work through the layered planning decisions created by SECURE Acts.
  • Understand the full scope of your obligations when financial exploitation is suspected.
  • Evaluate the practical and ethical tradeoffs of document automation technology in your practice.
  • Work through the ethics rules that create the most difficult judgment calls in elder law.
  • Map the interactions between Medicaid, Medicare, long-term care insurance, and retirement assets.

Abbreviated Agenda

  1. Guardianship Reform: Top Issues and Case Law Updates
  2. Dementia, Memory Care, and Capacity Planning
  3. Elder Financial Fraud: Detection, Prevention, and Legal Remedies
  4. IRA Planning and Retirement Asset Strategies
  5. AI-Powered Document Automation and Benefits Coordination
  6. Ethics in Elder Law Practice: Navigating the Hard Questions
  7. Long-Term Care, Medicaid, and Medicare Updates

Can't Attend Live?

Get the OnDemand instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102557

Credit Details

Credits Available
Credit Status 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 Upon Request 7 Total
Kentucky CLE Upon Request 6 Total
Louisiana 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
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
Rhode Island CLE Upon Request 7 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
CPE for Accountants/NASBA Approved 7 Total
Select Jurisdiction
CLE
Other

Agenda

All times are shown in

  1. Guardianship Reform: Top Issues and Case Law Updates

    1. Least Restrictive Alternatives: Supported Decision-Making Agreements and Limited Guardianship
    2. Court Oversight, Reporting Requirements, and Guardian Accountability
    3. Advocating for and Against Guardianship

  2. Dementia, Memory Care, and Capacity Planning

    1. Assessing Legal Capacity: Clinical vs. Legal Standards
    2. Drafting Durable Powers of Attorney and Advance Directives for Clients With Declining Capacity
    3. Memory Care Facility Agreements: What to Look for and What to Push Back on
    4. Managing Family Conflict and Competing Interests in Dementia Cases

  3. Elder Financial Fraud: Detection, Prevention, and Legal Remedies

    1. Scope and Trends: Elder Fraud Losses Grow Into Billions
    2. AI-Enabled Fraud Tactics: Voice Cloning, Deepfake Impersonation, and AI-Powered Phishing Targeting Older Adults
    3. Adult Protective Services Referrals, Mandatory Reporting, and Attorney Obligations
    4. Civil and Criminal Remedies for Financial Exploitation Victims
    5. Working With Financial Institutions and Fiduciaries to Detect and Stop Abuse

  4. IRA Planning and Retirement Asset Strategies

    1. Key SECURE 2.0 Provisions: RMDs, Catch-Up Contributions, etc.
    2. Inherited IRA Rules Update
    3. Integrating IRA Assets With Medicaid Planning: Traps and Opportunities
    4. Charitable Giving Strategies and Qualified Charitable Distributions (QCDs) for Older Clients
    5. Coordinating Retirement Assets With Estate Plans: Beneficiary Designations, Trusts, and Titling

  5. AI-Powered Document Automation and Benefits Coordination

    1. Document Automation Platforms Transforming Elder Law Practice
    2. Automatic Benefits Coordination: Medicaid, Medicare, SSI, VA Benefits, and More
    3. Streamlining Medicaid Applications, Spenddown Planning, and Crisis Planning With Technology
    4. Integrating Automation Into Your Practice Without Sacrificing Accuracy or Client Trust

  6. Ethics in Elder Law Practice: Navigating the Hard Questions

    1. Who is the Client? Conflicts of Interest When Family Members Are in the Room
    2. Capacity and Representation: Ethical Obligations When a Client's Decision-Making Is in Question
    3. Undue Influence: Spotting It, Documenting It, and Your Duties When You Suspect It
    4. Confidentiality vs. Mandatory Reporting: When Disclosure is Required or Permitted
    5. Ethical Duties When Using AI and Document Automation Tools
    6. Mandatory Reporting Obligations for Elder Abuse and Financial Exploitation

  7. Long-Term Care, Medicaid, and Medicare Updates

    1. Medicaid Lookback Rules Update
    2. Medicare Coverage Gaps, Supplemental Insurance, and Navigating Benefits
    3. Long-Term Care Insurance: Reviewing, Advising on, and Leveraging Policies in Planning
    4. Special Needs Planning Intersections: Clients Aging Into or With Existing Disabilities
    5. Recent Case Law, Regulatory Guidance, and Legislative Updates Affecting LTC Planning

Who Should Attend

This legal course is designed for attorneys. Accountants, fiduciaries, elder care specialists, and paralegals will also benefit.

Speakers

Hon. Vaughn E James
Hon. Vaughn E.
James
Texas Tech University School of Law
Debbie L Britt
Debbie L.
Britt
Debbie Britt Law
John R Toy II
John R.
Toy, II
Parker, Toy & Associates, PLLC
S. Brad Dozier
S. Brad
Dozier
Law Office of S. Brad Dozier
TA
Tommy M.
Adams
Tommy Adams Attorney
Speaker bio
Hon. Vaughn E James

Hon. Vaughn E. James

Texas Tech University School of Law
Vaughn James

is the Judge Robert H. Bean Professor at Texas Tech University School of Law where he teaches, inter alia, elder law, wills and trusts, income taxation, and international taxation. He is admitted to practice in Texas and New York, and before the United States Tax Court and the U.S. District Court for the Northern District of Texas, and maintains an active law practice. Professor James is a former director of the Low-Income Taxpayer Clinic at Texas Tech University, and is a Registered Tax Return Preparer. An avid researcher and writer, his publications include: Texas Elder Law, 2021-2023 Edition (Fastcase, 2021); Texas Elder Law, 2020 Edition (Fastcase, 2020); Elder Law: Cases And Materials, First Edition (Esquire Books, 2019); Texas Elder Law, 2018 Edition, (ALM, 2017); Planning for Incapacity: Helping Clients Prepare for Potential Future Health Crises, 9 Est. Plan. & Comm. Prop. LJ 227 (2017); Texas Elder Law, 2017 Edition (ALM 2016); No Help for the Helpless: How the Law Has Failed to Serve and Protect Persons Suffering from Alzheimer’s Disease, 7 J. Health & Biomedical L. 407 (2011-2012) and The Alzheimer's Advisor (Amacom Books, 2008). Professor James obtained his J.D. degree from Syracuse University College of Law in Syracuse, New York. His other degrees include an M.B.A. degree in Finance, a Master of Divinity and a Ph.D. degree in Education.

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Speaker bio
Debbie L Britt

Debbie L. Britt

Debbie Britt Law
Debbie Britt

is an attorney and owner of Debbie Britt Law. She focuses her practice on estate planning and elder law, family law, and business law. Ms. Britt earned her J.D. degree from Emory University School of Law. She is a member of the State Bar of Georgi, Glynn County Bar Association, Elder Law College, Brunswick-Golden Isles Chamber of Commerce and St. Simons United Methodist Church. Ms. Britt is admitted to practice law in Georgia and Colorado.

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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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Speaker bio
S. Brad Dozier

S. Brad Dozier

Law Office of S. Brad Dozier
S. Brad Dozier

is an attorney and solo practitioner at the Law Office of S. Brad Dozier. His primary areas of practice are estate planning, including advanced trust and asset protection planning strategies, drafting and execution of simple wills and powers of attorney, probate administration, and guardianship and conservatorship. Mr. Dozier earned his bachelor's degree from Tennessee Tech University, his Certified Financial Planning Certificate from American College and his J.D. degree from Nashville School of Law. He is admitted to practice law in Tennessee.

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Speaker bio
TA

Tommy M. Adams

Tommy Adams Attorney
Tommy Adams

is a solo practitioner at Tommy Adams Attorney. He focuses his practice on criminal defense and estate planning. Mr. Adams earned his J.D. degree from St. Mary's University and is admitted to practice law in Texas.

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