eCourse
Answer Bar: Elder Law and Medicaid Essentials
Contains material from Aug 2016 to Sep 2018
Answer Bar: Elder Law and Medicaid Essentials
4.29 out of 5 stars
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Pi-Yi Mayo provided awesome examples and tips and made the sessions enjoyable. Talks fast though!
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512.475.6700
service@utcle.org
Session 1: Medicaid-Friendly Estate Planning - Learn forms and strategies for preparing your clients (and sometimes their parents and children) to protect assets in case the need for long-term care arises. Forms will be provided and explained for Lady Bird Deeds, Transfer on Death Deeds, Revocable Trust as Grantee (of either type deed), and Medicaid-Friendly Contingent Trust.
Session 2: Durable Power of Attorney Update - Hear highlights of the new Statutory Durable Power of Attorney statute.
Session 3: Advising Clients Nearing 65 - Turning 65 can be a watershed event in our client's lives. They face many decisions about retirement, concerning Medicare, Social Security, and estate planning. Get tips to help you prepare to advise your clients about some of these important decisions.
Session 4: In Quest of the Perfect Medicaid Application - Although it may not be possible to guarantee that every Medicaid application will be accepted upon the first filing, learn time-tested tips to improve the odds.
Session 5: Role of the Guardian - Examine the duties and responsibilities of a guardian under Texas law and guardianship administration, from initiation to closing, including the code requirements of selling and leasing property, ethical issues, and more.
Session 6: Alternatives to Guardianship and Supports and Services - An examination of strategies on how to limit or obviate the need to create a guardianship.
Session 7: Practical Ways for Guardians and Caregivers to Prevent Scams and Exploitation - Hear a review of the most recurring scams targeting the elderly. Discuss legal recourses available for preventing an elderly individual from losing their entire estate to a scam.
Session 8: Defensive Case Management for Elder Law Attorneys - Learn a systematic approach to capturing data and using the system to defend against attempts by your clients' family members who want to involve you in disputes they have with other family members.
Session 2: Durable Power of Attorney Update - Hear highlights of the new Statutory Durable Power of Attorney statute.
Session 3: Advising Clients Nearing 65 - Turning 65 can be a watershed event in our client's lives. They face many decisions about retirement, concerning Medicare, Social Security, and estate planning. Get tips to help you prepare to advise your clients about some of these important decisions.
Session 4: In Quest of the Perfect Medicaid Application - Although it may not be possible to guarantee that every Medicaid application will be accepted upon the first filing, learn time-tested tips to improve the odds.
Session 5: Role of the Guardian - Examine the duties and responsibilities of a guardian under Texas law and guardianship administration, from initiation to closing, including the code requirements of selling and leasing property, ethical issues, and more.
Session 6: Alternatives to Guardianship and Supports and Services - An examination of strategies on how to limit or obviate the need to create a guardianship.
Session 7: Practical Ways for Guardians and Caregivers to Prevent Scams and Exploitation - Hear a review of the most recurring scams targeting the elderly. Discuss legal recourses available for preventing an elderly individual from losing their entire estate to a scam.
Session 8: Defensive Case Management for Elder Law Attorneys - Learn a systematic approach to capturing data and using the system to defend against attempts by your clients' family members who want to involve you in disputes they have with other family members.
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1.
Medicaid-Friendly Estate Planning (Sep 2018)
H. Clyde Farrell
0.75
0.00
0.00
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Session 1
—43 mins
Medicaid-Friendly Estate Planning (Sep 2018)
Discuss forms and strategies for preparing your clients (and sometimes their parents and children) to protect assets in case the need for long-term care arises. Forms will be provided and explained for Lady Bird Deeds, Transfer on Death Deeds, Revocable Trust as Grantee (of either type deed), and Medicaid-Friendly Contingent Trust.
Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference
H. Clyde Farrell,
Farrell, Burdett & Johnson PLLC - Austin, TX
Show session details
2.
Durable Power of Attorney Update (Sep 2018)
Patricia F. Sitchler
0.75
0.00
0.00
Preview Materials
Download session materials for offline use
Session 2
—46 mins
Durable Power of Attorney Update (Sep 2018)
Hear highlights of the new Statutory Durable Power of Attorney statute.
Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference
Patricia F. Sitchler,
The Law Office of Patricia Flora Sitchler - La Vernia, TX
Show session details
3.
Advising Clients Nearing 65 (Sep 2018)
Pi-Yi Mayo
0.75
0.00
0.00
Preview Materials
Download session materials for offline use
Slides
(pdf)
17 pgs
Session 3
—47 mins
Advising Clients Nearing 65 (Sep 2018)
Turning 65 can be a watershed event in our client's lives. They face many decisions about retirement, concerning Medicare, Social Security, and estate planning. Get tips to help you prepare to advise your clients about some of these important decisions.
Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference
Pi-Yi Mayo,
Mayo & Poland PLLC - Baytown, TX
Show session details
4.
In Quest of the Perfect Medicaid Application (Aug 2016)
Nora Evelyn Alegria-Fuentes, Marilyn G. Miller
0.50
0.00
0.00
Preview Materials
Download session materials for offline use
Slides
(pdf)
9 pgs
Session 4
—32 mins
In Quest of the Perfect Medicaid Application (Aug 2016)
Although it may not be possible to guarantee that every Medicaid application will be accepted upon the first filing, learn time-tested tips to improve the odds.
Originally presented: Aug 2016 Estate Planning, Guardianship and Elder Law Conference
Nora Evelyn Alegria-Fuentes,
The Law Office of Christina Lesher, PC - Houston, TX
Marilyn G. Miller,
Attorney at Law - Dripping Springs, TX
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5.
Role of the Guardian (Sep 2018)
Craig Hopper
1.00
0.50
0.00
Preview Materials
Download session materials for offline use
Session 5
—58 mins
Role of the Guardian (Sep 2018)
Examine the duties and responsibilities of a guardian under Texas law and guardianship administration, from initiation to closing, including the code requirements of selling and leasing property, ethical issues, and more.
Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference
Craig Hopper,
Hopper Mikeska, PLLC - Austin, TX
Show session details
6.
Alternatives to Guardianship and Supports and Services (Sep 2018)
Craig Hopper, Richard Lavallo
1.00
0.50
0.00
Preview Materials
Download session materials for offline use
Paper
(pdf)
26 pgs
Session 6
—57 mins
Alternatives to Guardianship and Supports and Services (Sep 2018)
An examination of strategies on how to limit or obviate the need to create a guardianship.
Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference
Craig Hopper,
Hopper Mikeska, PLLC - Austin, TX
Richard Lavallo,
Disability Rights Texas - Austin, TX
Show session details
7.
Practical Ways for Guardians and Caregivers to Prevent Scams and Exploitation (Sep 2018)
Hon. Donald W. Dowd, Lori Varnell
0.50
0.00
0.00
Preview Materials
Download session materials for offline use
Session 7
—28 mins
Practical Ways for Guardians and Caregivers to Prevent Scams and Exploitation (Sep 2018)
Hear a review of the most recurring scams targeting the elderly. Discuss legal recourses available for preventing an elderly individual from losing their entire estate to a scam.
Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference
Hon. Donald W. Dowd,
Cass County Court at Law - Linden, TX
Lori Varnell,
Tarrant County Criminal District Attorney's Office - Fort Worth, TX
Show session details
8.
Defensive Case Management for Elder Law Attorneys (Aug 2016)
Pi-Yi Mayo
0.75
0.75
0.00
Preview Materials
Download session materials for offline use
Session 8
—48 mins
Defensive Case Management for Elder Law Attorneys (Aug 2016)
Learn a systematic approach to capturing data and using the system to defend against attempts by your clients' family members who want to involve you in disputes they have with other family members.
Originally presented: Aug 2016 Estate Planning, Guardianship and Elder Law Conference
Pi-Yi Mayo,
Law Office of Pi-Yi Mayo - Baytown, TX