Elder Law

4.04

Estate Planners Preparing Clients for Long-Term Care

Credits Available
Credit Status Total
Alaska 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
Hawaii CLE Approved 6 Total
Illinois CLE Approved 6 Total
Maine 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 Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
West Virginia CLE Approved 7.2 Total
OnDemand
5 hours 56 minutes
Patricia Kefalas Dudek
James Koewler
With Patricia E. Kefalas Dudek from Patricia E. Kefalas Dudek & Associates + 1 other
Recorded August 02, 2024.
Product ID 97182

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Overview

Help Clients Plan for Aging and Disability

Do you have the knowledge and skills to answer your clients' questions regarding powers of attorney, long-term care, and other aging issues? This practical guide offers expert advice for qualifying clients for benefits, planning for multiple generations, and assisting with medical decision-making. Seize the opportunity to fulfill a growing legal market need - register today!

  • Make certain wealth planning doesn't complicate long-term care.
  • Understand government benefits and their eligibility criteria.
  • Learn how to qualify clients for Medicaid.
  • Help clients choose the right financial and medical proxies.
  • Get tips for verifying client competence.

Abbreviated Agenda

  1. Risks of Dabbling in Long-Term Care Law
  2. Estate Planning Documents
  3. Helping Client Decide Whether to Buy Long-Term Care Insurance
  4. Risks of Giving Away Resources Carelessly
  5. Investing That Complicates Long-Term Care
  6. Cross Generational Planning
  7. Transfers That can Work Even at the Time of Crisis
  8. Legal Ethics

Related Topics

Product ID 97182

Credit Details

Credits Available
Credit Status Total
Alaska 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
Hawaii CLE Approved 6 Total
Illinois CLE Approved 6 Total
Maine 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 Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
West Virginia CLE Approved 7.2 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Risks of Dabbling in Long-Term Care Law

  2. Estate Planning Documents

    1. Who Should be the Agent
    2. General Power of Attorney
    3. Health Care Power of Attorney/Proxy
    4. Living Will
    5. HIPAA Release
    6. Arbitration Opt-Out Advance Directive
    7. Mental Health Advance Directive
    8. Five Wishes

  3. Helping Client Decide Whether to Buy Long-Term Care Insurance

  4. Risks of Giving Away Resources Carelessly

    1. Improper Transfers With Insufficient Retained Resources
    2. VA Pension Lookback
    3. Medicaid Lookback
    4. Recipient of Transferred Resources is Risky
    5. Trust Not Set up Properly
      1. Revocable Trusts Don't Shelter Assets
      2. Poorly Drafted Irrevocable Trusts

  5. Investing That Complicates Long-Term Care

    1. Real Estate
    2. Products With Surrender Charges
    3. Retirement Funds Treatment in Flux

  6. Cross Generational Planning

  7. Transfers That can Work Even at the Time of Crisis

    1. Healthy Spouse Could Have Received Everything
    2. Exempt Transfer Rule
    3. Family Members With Special Needs

  8. Legal Ethics

    1. Clients Who May Have Diminished Capacity
      1. Determining Capacity
      2. Client has Diminished Capacity
    2. Competency and Diligence in Long-Term Care Planning

Who Should Attend

This legal course is designed for attorneys. It will also benefit accountants, insurance professionals, estate planners, nursing home administrators, geriatric care managers, aging life care advocates, hospital and clinic administrators, and paralegals.

Speakers

Patricia E Kefalas Dudek
Patricia E.
Kefalas Dudek
Patricia E. Kefalas Dudek & Associates
James L Koewler Jr.
James L.
Koewler, Jr.
The Koewler Law Firm
Speaker bio
Patricia E Kefalas Dudek

Patricia E. Kefalas Dudek

Patricia E. Kefalas Dudek & Associates
Patricia Kefalas Dudek

is the principal of Patricia E. Kefalas Dudek & Associates and the past chair of the Elder Law & Disability Rights Section of the State Bar of Michigan. Her practice concentrates in elder law, Medicaid, estate planning, estates/trust administration, probate, administrative law and disability advocacy. Ms. Dudek's practice includes advising and preparing estate planning documents, including special needs trusts; representation in Medicaid hearings to secure appropriate services; administration of estates, trusts, guardianship, conservatorship and other protective arrangements, and contested litigation in these areas. A prolific writer and lecturer on topics related to Medicaid, alternatives to guardianship and estate planning for people with disabilities, elders and their right to control their support services, Ms. Dudek was the author of the model contracts for Michigan's Medicaid Self Determination Initiative. These contracts facilitate control over Medicaid service budgets and allow for creative solutions for housing and supports. Another creative solution used by Ms. Dudek on behalf of her clients is the use of a Pooled Account Trust for Medicaid planning. She was the first attorney in Michigan to draft one of these trusts and to secure approval for Medicaid by both the Social Security Administration and the State of Michigan. Ms. Dudek has received numerous local and national awards for her advocacy. She is a contributing author for Representing the Elderly Client and the Special Needs Trust Handbook. Ms. Dudek earned her B.A. degree from Michigan State University and her J.D. degree from the Detroit College of Law (now the Michigan State University School of Law). She is a member of the Academy of Special Needs Planners, American Bar Association, State Bar of Michigan (member, Elder Law and Disability Rights Section), and a fellow of the National Academy of Elder Law Attorneys (NAELA).

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Speaker bio
James L Koewler Jr.

James L. Koewler, Jr.

The Koewler Law Firm
James Koewler

is the founder of The Koewler Law Firm, where his main areas of practice include elder law, special needs and Medicaid planning, and veterans disability. He is a member of the Ohio State, American, Cleveland Metropolitan and Akron bar associations. Mr. Koewler is a member of the National Academy of Elder Law Attorneys, and the Life Care Planning Law Firms Association. He earned his B.S. degree from Purdue University and his J.D. degree from Indiana University.

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