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
TX MCLE credit expires: