Elder Law

Live Online

Elder Law 101: Key Documents and Decision-Making

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 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 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 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
Christopher Wright
Karl Topor
Elizabeth Forgotson Goldberg
Daniel Del Collo
Mary Piasta
Lori Merrill
With Christopher A. Wright from Page Law + 5 others

Tue, Dec 15, 00:00 AM – 00:00 PM

Product ID 102732

Register For Course

Course Includes
$429

Live Webinar Registration

OnDemand Recording

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

Case Law Developments, POAs and Guardianships, Retirement Planning Issues, and More

In this full-day course, our distinguished faculty offer a comprehensive overview of the elder law practice. Discover the ins and outs of financial powers of attorney (POAs) and guardianships, develop strategies for asset protection while qualifying for Medicaid nursing home care, gain solutions to common social security and retirement planning issues, and much more. Power up your skills - register today!

  • Stay informed of emerging legislative updates and case law developments.
  • Analyze best practices for starting an elder law practice.
  • Uncover practical guidance for qualifying for Medicaid nursing home care.
  • Review the fundamentals of elder abuse protections.
  • Get a concise overview of VA aid and other benefits.

Abbreviated Agenda

  1. Case Law and Legislative Updates
  2. Starting and Running an Elder Law Practice: Key Steps to Take
  3. Financial Powers of Attorney (POAs) and Guardianships
  4. Qualifying for Medicaid Nursing Home Care While Protecting Assets
  5. Elder Abuse Protections and Nursing Home Resident Rights
  6. Social Security and Retirement Planning Issues
  7. Overview of Other Government Benefits (Including VA Aid and Attendance)
  8. Ethical Considerations

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 102732

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 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 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 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. Case Law and Legislative Updates

  2. Starting and Running an Elder Law Practice: Key Steps to Take

  3. Financial Powers of Attorney (POAs) and Guardianships

  4. Qualifying for Medicaid Nursing Home Care While Protecting Assets

    1. Current Medicaid Eligibility Guidelines and Application Procedures
    2. Impacts of COVID-19 on the Medicaid Application Process
    3. Asset Protection - Classic Tools and Techniques That Work
    4. Exempt Resources
    5. Potential Gift Tax Issues
    6. Procedures for Medicare and Medicaid Appeals

  5. Elder Abuse Protections and Nursing Home Resident Rights

    1. Key Laws to Know
    2. What Is Elder Abuse?
    3. Tips for Recognizing the Warning Signs of Elder Abuse
    4. How to Help Clients When You Suspect Elder Abuse
    5. Nursing Home Resident Rights: What You Need to Know
    6. Nursing Home Agreements: Key Provisions and Issues

  6. Social Security and Retirement Planning Issues

    1. Understanding Social Security Benefits: Calculating the Benefit, Spousal Benefits, etc.
    2. Retirement Planning Made Simple
      1. SECURE Act - RMDs on Retirement Accounts
      2. Budgeting
      3. Current Issues in Long-Term Care
      4. Future Planning
    3. Beneficiary Designations
    4. Best Practices in Drafting Wills, Trusts, etc.
    5. Special Needs Issues

  7. Overview of Other Government Benefits (Including VA Aid and Attendance)

    1. Differentiating SSI vs. SSDI Benefits
    2. SSDI Application and Claim Evaluation Procedure
    3. Aid and Attendance and Other Veterans’ Benefits (VA Pension Benefits, Lookback Rule, etc.)
    4. Navigating the Veterans Health Administration (VHA)
    5. Eligibility Requirements for Access to VA Resources

  8. Ethical Considerations

    1. Conflicts of Interest
    2. Confidentiality
    3. Joint Representation of Spouses
    4. Ethics of Representing Children Caretakers
    5. Communicating With Elderly Clients
    6. Representing Clients With Diminished Capacity

Who Should Attend

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

Speakers

Christopher A Wright
Christopher A.
Wright
Page Law
Karl W Topor
Karl W.
Topor
Law Office of Karl W. Topor
Elizabeth Forgotson Goldberg
Elizabeth
Forgotson Goldberg
Law Offices of Elizabeth Forgotson Goldberg
Daniel Del Collo III
Daniel
Del Collo, III
The Law Office of Daniel Del Collo III
Mary Piasta
Mary
Piasta
Haeuser, Valuzzo & Piasta PC
Lori B Merrill
Lori B.
Merrill
Paladin Fiduciary Services
Speaker bio
Christopher A Wright

Christopher A. Wright

Page Law
Christopher Wright

is a member/owner of the law firm Millikan Wright LLC. He represents victims and their families in complex medical negligence, nursing home negligence, serious personal injury and wrongful death actions. In September 2005, Mr. Wright was selected by Missouri Lawyer's Weekly magazine as an Up & Coming Missouri Lawyer, in 2009, he was named a Missouri & Kansas Rising Star by Super Lawyers magazine, and in 2013, he was named a Missouri Super Lawyer. He is licensed in Missouri, Illinois, and Kansas (inactive). Mr. Wright graduated from William Jewell College located in Liberty, Missouri with Bachelor of Arts degrees in both Political Science and Communication. He attended law school at the University of Missouri-Kansas City School of Law. Mr. Wright is actively involved in supporting, or has served on the Boards of, the following charitable/consumer advocacy organizations: The United Way; The Brain Injury Association of Missouri; The Crohn's & Colitis Foundation of America; the Missouri Association of Trial Attorneys; and the Kirkwood-Webster Junior Football League. He is a member of the Illinois Trial Lawyers Association (ITLA), American Association for Justice (AAJ), and the Missouri Association of Trial Attorneys (MATA).

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Speaker bio
Karl W Topor

Karl W. Topor

Law Office of Karl W. Topor
Karl Topor

is the owner of the Law Office of Karl W. Topor. He focuses his practice on all aspects of family law as well as estate planning. Mr. Topor is current Chair of Special Needs Families and is a member of Marital Property, Law Practice Management, Custody, Child Support, Strategic Planning & Bylaws. He is admitted to practice law in Massachusetts.

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Speaker bio
Elizabeth Forgotson Goldberg

Elizabeth Forgotson Goldberg

Law Offices of Elizabeth Forgotson Goldberg
Elizabeth Forgotson Goldberg

is a sole practitioner at the Law Offices of Elizabeth Forgotson Goldberg located in Bethesda, Maryland, where she practices in the areas of wills, trusts, estates, special needs trusts, elder law, probate, estate administration, family law, homeowners association law, and estate planning for the elderly. Ms. Forgotson Goldberg is a NELF certified attorney. She earned her B.A. and M.A. degrees from Duke University and her J.D. degree from George Washington University Law School. Ms. Forgotson Goldberg is a member of the Montgomery County Bar Association, District of Columbia Bar Association, Maryland State Bar Association, National Association of Elder Law Attorneys (NAELA) and Women's Bar Association of Maryland.

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Speaker bio
Daniel Del Collo III

Daniel Del Collo, III

The Law Office of Daniel Del Collo III
Daniel Del Collo

is the owner of The Law Office of Daniel Del Collo III, where he concentrates his practice in the areas of estate planning, estate administration and elder law, including the drafting of wills, trusts and special needs, guardianships, Medicaid planning, powers of attorneys, and advanced medical directives. His elder law clients also call upon him to handle personal injury, real estate and business law matters. Mr. Del Collo also provides counsel to individuals and families with loved ones suffering from varying types and degrees of dementia such as Alzheimer's, Parkinson's, Huntington's and other neurological diseases. He earned his B.A. degree from Haverford College and his J.D. degree from Rutgers School of Law-Camden.

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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
Lori B Merrill

Lori B. Merrill

Paladin Fiduciary Services
Lori Merrill

is a professional fiduciary at Paladin Fiduciary Services where she focuses on elder law issues. She earned her bachelor's degree from Marylhurst University and her Doctorate of Law from Monterey College of Law.

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