University of Texas School of Law

eCourse

Answer Bar: Elder Law and Medicaid Essentials

Contains material from Aug 2016 to Sep 2018

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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.
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Total Credit Hours:
6.00 | 1.75 ethics     Credit Info

TX MCLE credit expires: 3/31/2020

Includes: Video Audio Paper Slides

$205  

Preview Sessions
Credit Hours
1. Medicaid-Friendly Estate Planning (Sep 2018)

H. Clyde Farrell

0.75 0.00 0.00 0.75  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 43 mins
Audio (mp3) 43 mins
Paper (pdf) 70 pgs
Slides (pdf) 13 pgs

SESSION 1 — 43 mins, credit 0.75

Session 1:

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 at: Aug 2018 Estate Planning, Guardianship and Elder Law Conference

H. Clyde Farrell, Farrell, Burdett & Johnson PLLC - Austin, TX

2. Durable Power of Attorney Update (Sep 2018)

Patricia F. Sitchler

0.75 0.00 0.00 0.75  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 46 mins
Audio (mp3) 46 mins
Paper (pdf) 29 pgs

SESSION 2 — 46 mins, credit 0.75

Session 2:

Durable Power of Attorney Update (Sep 2018)

Hear highlights of the new Statutory Durable Power of Attorney statute.

Originally presented at: Aug 2018 Estate Planning, Guardianship and Elder Law Conference

Patricia F. Sitchler, The Law Office of Patricia Flora Sitchler - La Vernia, TX

3. Advising Clients Nearing 65 (Sep 2018)

Pi-Yi Mayo

0.75 0.00 0.00 0.75  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 47 mins
Audio (mp3) 47 mins
Paper (pdf) 21 pgs
Slides (pdf) 17 pgs

SESSION 3 — 47 mins, credit 0.75

Session 3:

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 at: Aug 2018 Estate Planning, Guardianship and Elder Law Conference

Pi-Yi Mayo, Mayo & Poland PLLC - Baytown, TX

4. In Quest of the Perfect Medicaid Application (Aug 2016)

Nora Evelyn Alegria-Fuentes, Marilyn G. Miller

0.50 0.00 0.00 0.50  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 32 mins
Paper (pdf) 16 pgs
Slides (pdf) 9 pgs

Preview limited to first 5 slides
of 18
SESSION 4 — 32 mins, credit 0.50

Session 4:

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 at: 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

5. Role of the Guardian (Sep 2018)

Craig Hopper

1.00 0.50 0.00 1.00 | 0.50 ethics  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 58 mins
Audio (mp3) 58 mins
Paper (pdf) 78 pgs

SESSION 5 — 58 mins, credit 1.00 | 0.50 ethics

Session 5:

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 at: Aug 2018 Estate Planning, Guardianship and Elder Law Conference

Craig Hopper, Hopper Mikeska, PLLC - Austin, TX

6. Alternatives to Guardianship and Supports and Services (Sep 2018)

Craig Hopper, Richard Lavallo

1.00 0.50 0.00 1.00 | 0.50 ethics  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 57 mins
Audio (mp3) 57 mins
Paper (pdf) 20 pgs
Paper (pdf) 26 pgs
Slides (pdf) 19 pgs

SESSION 6 — 57 mins, credit 1.00 | 0.50 ethics

Session 6:

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 at: Aug 2018 Estate Planning, Guardianship and Elder Law Conference

Craig Hopper, Hopper Mikeska, PLLC - Austin, TX
Richard Lavallo, Disability Rights Texas - Austin, TX

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 0.50  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 28 mins
Audio (mp3) 28 mins
Paper (pdf) 20 pgs
Paper (pdf) 13 pgs
Slides (pdf) 21 pgs

SESSION 7 — 28 mins, credit 0.50

Session 7:

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 at: 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

8. Defensive Case Management for Elder Law Attorneys (Aug 2016)

Pi-Yi Mayo

0.75 0.75 0.00 0.75 | 0.75 ethics  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 48 mins
Paper (pdf) 19 pgs
Slides (pdf) 12 pgs

Preview limited to first 5 slides
of 23
SESSION 8 — 48 mins, credit 0.75 | 0.75 ethics

Session 8:

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 at: Aug 2016 Estate Planning, Guardianship and Elder Law Conference

Pi-Yi Mayo, Law Office of Pi-Yi Mayo - Baytown, TX