Elder Law

4.18

Elder Law Practice Update 2023-2024

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
Idaho CLE Upon Request 6 Total
Illinois 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
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Upon Request 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
West Virginia CLE Approved 7.2 Total
Veterans Affairs Approved 1 Total
OnDemand
6 hours 6 minutes
Ryan Casson
Mary Beth Kelly
Jason Neufeld
Anastasia Prendergast
Rebecca Bowman
With Ryan J. Casson from Law Office of Ryan J. Casson + 4 others
Recorded December 19, 2023
Product ID 97743

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Overview

Stay Current on the Changes Affecting the Practice and Your Clients

The official end of COVID public health emergency has brought with it a storm of hastily approved Medicaid applications, a backlog of cases, chaging elder care system, and more. You need the latest information to advise clients on their current options and best tactics. This data-packed elder law update will get you up to speed on the latest requirement changes, case law, and industry trends you need to know. Register today!

  • Get an update on the current Medicaid nursing home coverage eligibility requirements.
  • Learn what changes to VA benefits are being considered and how to make sure your clients qualify.
  • Troubleshoot current problems in contested guardianships and conservatorships.
  • Adapt your medical decision-making advice to the latest industry changes imposed by the pandemic.

Abbreviated Agenda

  1. Post-Pandemic Medicaid Eligibility Planning
  2. Retirement Planning, IRA Rollovers and RMDs After SECURE 2.0
  3. Veterans Benefits Update
  4. Remote Elder Law Practice: E-Signatures, Online Notarization, and More
  5. Home Care Contracts and Waiver Programs
  6. Financial Powers of Attorney
  7. Trusts-Based Medicaid Planning Updates: Notable Case Law, New Drafting Approaches, etc.
  8. Guardianships and Conservatorships: Recent Case Law and State Law Trends
  9. Legal Ethics in Elder Law: New Challenges

Related Topics

Product ID 97743

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
Idaho CLE Upon Request 6 Total
Illinois 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
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Upon Request 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
West Virginia CLE Approved 7.2 Total
Veterans Affairs Approved 1 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Post-Pandemic Medicaid Eligibility Planning

    1. End of COVID Public Emergency and the Backlog of Cases
    2. What to Advise Those Who Were Approved for Medicaid NH Care During the Pandemic
    3. Current Medicaid Eligibility Criteria
    4. Maximizing Excluded Assets, Prepaying Expenses, etc.
    5. Annuities-Based Medicaid Asset Planning

  2. Retirement Planning, IRA Rollovers and RMDs After SECURE 2.0

  3. Veterans Benefits Update

    1. Current Eligibility Requirements
    2. Who and What is Covered?
    3. Obtaining Military Service and Pay Documents
    4. Discharge Upgrade Requests

  4. Remote Elder Law Practice: E-Signatures, Online Notarization, and More

  5. Home Care Contracts and Waiver Programs

    1. Home Care Medicaid Waivers and Other Coverage Options
    2. When is a Family Caregiver Contract Worth it?

  6. Financial Powers of Attorney

  7. Trusts-Based Medicaid Planning Updates: Notable Case Law, New Drafting Approaches, etc.

  8. Guardianships and Conservatorships: Recent Case Law and State Law Trends

  9. Legal Ethics in Elder Law: New Challenges

    1. Who is Your Client? Representing Couples
    2. Representing Clients With Diminished Capacity
    3. Data Security and Client Confidentiality
    4. Attorney Fees and Engagement Agreements
    5. Client Communication

Who Should Attend

This elder law update is designed for attorneys. It will also benefit disability representatives, accountants, social workers, nursing home administrators, geriatric care managers, caretakers, and paralegals.

Speakers

Ryan J Casson
Ryan J.
Casson
Law Office of Ryan J. Casson
Mary Beth Kelly
Mary Beth
Kelly
Jason Neufeld
Jason
Neufeld
Elder Needs Law, PLLC
Anastasia M Prendergast
Anastasia M.
Prendergast
Prendergast Law
Rebecca A Bowman
Rebecca A.
Bowman
Rebecca A. Bowman, P.E.
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, Massachusetts and Florida.

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Speaker bio
Mary Beth Kelly

Mary Beth Kelly

Mary Beth Kelly

is an attorney and owner of The Law Office of Mary Beth Kelly located in Lake Mary, Florida. She focuses her practice on estate planning, wills and trusts, estate and trust administration, probate, special needs planning, guardianships, and Medicaid assistance. Ms. Kelly earned her B.S. degree, with honors, from the University of Central Florida and her J.D. degree from Barry College School of Law. She is a member of the American, Orange County and Seminole County bar associations; The Florida Bar; National Association of Elder Law Attorneys; WealthCounsel; and ElderCounsel. Ms. Kelly is licensed to practice law in Florida.

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Speaker bio
Jason Neufeld

Jason Neufeld

Elder Needs Law, PLLC
Jason Neufeld

is an attorney and managing partner of Elder Needs Law, PLLC. He practices elder law. Mr. Neufeld serves on the Miami Mayor's Initiative on Aging, as board member of the Academy of Florida Elder Law Attorneys, and as member of the National Academy of Elder Law Attorneys. Mr. Neufeld is co-chair of the Broward County Bar Association Elder Law Section and is a past president of the North Dade Bar Association. He earned his J.D. degree from University of Miami School of Law. Mr. Neufeld is consistently recognized as a top elder law attorney among his peers in Florida Trend Magazine's Legal Elite, Avvo, Martindale-Hubbell (AV Preeminent Rated and awarded the Platinum Client Champion distinction) and Super Lawyers Magazine). He is licensed to practice law in Florida.

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Speaker bio
Anastasia M Prendergast

Anastasia M. Prendergast

Prendergast Law
Anastasia Prendergast

is the managing attorney with Patton Parker House in Asheville. She has a comprehensive elder law and estate planning practice including long term care and Medicaid planning, estate administration, fiduciary representation, guardianships and estate litigation. She is a member of the National Academy of Elder Law Attorneys (NAELA), North Carolina State Bar Association, North Carolina Advocates for Justice, North Carolina Association of Women Attorneys (past president of the Western North Carolina Chapter) and currently acts as chair of the Board for the Black Mountain Center for the Arts. She has been recognized as a Rising Star by Super Lawyers. Ms. Prendergast received her B.A. degree from the University of North Carolina at Asheville and earned her J.D. degree from Suffolk University School of Law. Ms. Prendergast is licensed to practice in North Carolina and Massachusetts.

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Speaker bio
Rebecca A Bowman

Rebecca A. Bowman

Rebecca A. Bowman, P.E.
Rebecca Bowman

is the principal of Rebecca A. Bowman, P.E. She focuses her practice in estate planning and administration, guardianship and conservatorship, as well as real estate. Ms. Bowman is a certified arbitrator and mediator, and a registered professional engineer. She is a member of the National Society of Professional Engineers, American Arbitration Association, Financial Industry Regulatory Authority and the American Bar Association; and is a long-time columnist on risk management for the PE Reporter. Ms. Bowman earned her B.S. degree from the University of North Dakota School of Law, her M.B.A. degree from Oklahoma University and her J.D. degree from Duquesne University School of Law. She was recently named the Senior Director for Ethics and Professional Responsibility for the National Society of Professional Engineers.

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Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
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