eCourse art

eCourse

Answer Bar: Elder Law and Medicaid Essentials

Contains material from Aug 2016 to Sep 2019

Technical Questions?
512.475.6700
service@utcle.org



Session 1: Medicaid Update - Current status of the Texas Medicaid Program's policy of treating some (but not all) tax-deferred retirement accounts as exempt from counting as "resources"; and other recent changes in Medicaid law and policy that Texas attorneys planning estates of older clients need to know about.

Session 2: 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 3: 
Drafting for Incapacity Definition in Trusts and Powers of Attorney - Examine the commonly-used definitions of incapacity, individually-created definitions of incapacity, and the pros and cons of using common definitions versus creative language.

Session 4: 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 5: 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 6: 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 7: Alternatives to Guardianship Including Supports and Services - An examination of strategies on how to limit or obviate the need to create a guardianship.

Session 8: Practical Ways for Guardians and Caregivers to Prevent Scams and Exploitation - Hear a review of the most recurring scams targeting the elderly. Learn about legal recourses available for preventing an elderly individual from losing their entire estate to a scam.

Session 9: 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.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 6.25 | 1.75 ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2021

Preview mode. You must be signed in and have
purchased this eCourse to have full access.
Preview Sessions
Credit

1. Medicaid Update (Aug 2019)

H. Clyde Farrell

0.75 0.00 0.00 0.75
Preview Materials

Download session materials for offline use

(mp4)
44 mins
(mp3)
44 mins
(pdf)
76 pgs
(pdf)
13 pgs
Session 1 — 44 mins, credit 0.75
Medicaid Update (Aug 2019)

Current status of the Texas Medicaid Program's policy of treating some (but not all) tax-deferred retirement accounts as exempt from counting as "resources"; and other recent changes in Medicaid law and policy that Texas attorneys planning estates of older clients need to know about.

Originally presented at: Aug 2019 Estate Planning, Guardianship and Elder Law Conference

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

2. Medicaid-Friendly Estate Planning (Sep 2018)

H. Clyde Farrell

0.75 0.00 0.00 0.75
Preview Materials

Download session materials for offline use

(mp4)
43 mins
(mp3)
43 mins
(pdf)
70 pgs
(pdf)
13 pgs
Session 2 — 43 mins, credit 0.75
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

3. Drafting for Incapacity Definition in Trusts and Powers of Attorney (Aug 2019)

Renée C. Lovelace

0.50 0.00 0.00 0.50
Preview Materials

Download session materials for offline use

(mp4)
34 mins
(mp3)
33 mins
(pdf)
20 pgs
Session 3 — 34 mins, credit 0.50
Drafting for Incapacity Definition in Trusts and Powers of Attorney (Aug 2019)

Examine the commonly-used definitions of incapacity, individually-created definitions of incapacity, and the pros and cons of using common definitions versus creative language.

Originally presented at: Aug 2019 Estate Planning, Guardianship and Elder Law Conference

Renée C. Lovelace, The Lovelace Law Firm, P.C. - Austin, TX

4. Advising Clients Nearing 65 (Sep 2018)

Pi-Yi Mayo

0.75 0.00 0.00 0.75
Preview Materials

Download session materials for offline use

(mp4)
47 mins
(mp3)
47 mins
(pdf)
21 pgs
Slides
(pdf)
17 pgs
Session 4 — 47 mins, credit 0.75
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

5. 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 Materials

Download session materials for offline use

(mp3)
32 mins
(pdf)
16 pgs
Slides
(pdf)
9 pgs
Session 5 — 32 mins, credit 0.50
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

6. Role of the Guardian (Sep 2019)

Craig Hopper

1.00 0.50 1.00 1.00 | 0.50 ethics | 1.00 guardianship
Preview Materials

Download session materials for offline use

(mp4)
61 mins
(mp3)
61 mins
Paper
(pdf)
78 pgs
Session 6 — 61 mins, credit 1.00 | 0.50 ethics | 1.00 guardianship
Role of the Guardian (Sep 2019)

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 2019 Estate Planning, Guardianship and Elder Law Conference

Craig Hopper, Hopper Mikeska, PLLC - Austin, TX

7. Alternatives to Guardianship Including Supports and Services (Sep 2019)

Hon. Steve M. King

0.75 0.50 0.75 0.75 | 0.50 ethics | 0.75 guardianship
Preview Materials

Download session materials for offline use

(mp4)
50 mins
(mp3)
50 mins
(pdf)
23 pgs
(pdf)
52 pgs
Session 7 — 50 mins, credit 0.75 | 0.50 ethics | 0.75 guardianship
Alternatives to Guardianship Including Supports and Services (Sep 2019)

An examination of the twin concepts of the doctrine of ‘less restrictive alternatives’ to guardianship and the concept of ‘supports and services’ and how the two interact to limit or obviate the need to create a guardianship.

Originally presented at: Aug 2019 Estate Planning, Guardianship and Elder Law Conference

Hon. Steve M. King, Senior Statutory Probate Judge - Fort Worth, TX

8. Practical Ways for Guardians and Caregivers to Prevent Scams and Exploitation (Sep 2018)

Hon. Donald W. Dowd, Lori Varnell

0.50 0.00 0.50 0.50 | 0.50 guardianship
Preview Materials

Download session materials for offline use

(mp4)
28 mins
(mp3)
28 mins
(pdf)
20 pgs
(pdf)
13 pgs
(pdf)
21 pgs
Session 8 — 28 mins, credit 0.50 | 0.50 guardianship
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

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

Pi-Yi Mayo

0.75 0.75 0.00 0.75 | 0.75 ethics
Preview Materials

Download session materials for offline use

(mp3)
48 mins
(pdf)
19 pgs
(pdf)
12 pgs
Session 9 — 48 mins, credit 0.75 | 0.75 ethics
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

Subscribe to Our Hooked on CLE Monthly Newsletter