The View from 30,000 feet – Medicaid Myths All Attorney's Should Know

Join Stephanie as she explains Medicaid and Medicare mythbusting and challenges common misconceptions about MERP, Medicaid, and Medicare, as well as protecting the home and other assets with Transfer on Death Planning and Couples Planning for Medicaid.

Includes: Video Paper

  • Total Credit Hours:
  • 1.00 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 11/30/2022
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    The View from 30,000 feet – Medicaid Myths All Attorney's Should Know
    4.29 out of 5 stars
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$55   Add to Cart
Hooked on CLE: November 2021

THIS MONTH: Substantive Legal Issues Being Created by the Use of AI • Granny Had A Gun: Firearms in Estate Planning and Administration • Investigating Sensitive Employment Complaints​ • Trial Preparation 101 • Lawyer Well-Being: TLAP in the Coronavirus Era

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.00 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2022
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    Hooked on CLE: November 2021
    4.27 out of 5 stars
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    Excellent presentations.

$99   Add to Cart
2021 Guardianship Bundle for Attorneys Ad Litem

Session 1: 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 2: Role of the Ad Litem - A review of the responsibilities of the attorney ad litem and guardian ad litem in guardianship proceedings with an emphasis on practical application of the statutes, conduct in uncontested and contested proceedings, and pointers on applications for fees. The materials include numerous checklists, comprehensive references, and forms. Session 3: Did I Do That? Understanding Supports and Services and Alternatives to Guardianship - Exploring the range of supports and services and alternatives to guardianship and a decision tree to determine the necessity of a guardianship in the continuum of care. Session 4: Temporary Guardianships and Other Emergency Relief in a Guardianship Proceeding - Practice tips and forms for the creation of a temporary guardianship and other emergency relief. Session 5: Ask the Experts - Hear a panel of seasoned experts respond to your frequently—and sometimes infrequently—asked questions, including practice, professional and ethical issues in estate planning, probate, guardianship and elder law. PLEASE NOTE: To claim Texas Guardianship Ad Litem credit for the presentations that include guardianship hours, download the guardianship accreditation documentation (found here) as you claim your general MCLE credit at the end of this course and submit the affidavit to the State Bar of Texas.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.75 hrs | 1.75 Ethics | 4.00 Guardianship
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2022
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    2021 Guardianship Bundle for Attorneys Ad Litem
    4.34 out of 5 stars
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$205   Add to Cart
2021 Medicaid Updates and Navigating the Medicaid Exclusion

Session 1: Medicaid Update - Latest developments affecting planning and applications for Medicaid to pay for nursing home care and home care, including policies exempting certain retirement accounts from countable assets, how to deal with barriers to Medicaid home care, and status of Lady Bird Deeds and Transfer on Death Deeds Session 2: All things Medicare - Open discussion about any and all Medicare issues from application, coverage, costs, Medigap policies, or appeals of denial of benefits. If you have questions or issues about anything dealing with Medicare come join our discussion of all things Medicare. Session 3: The Medicaid Exclusion for Business Property: Protecting Clients’ Farms, Ranches and Other Businesses - Analyze how the attorney can become an invaluable guide in helping the client to traverse the often complicated rules regarding business property and the exemption of same in Medicaid cases.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 2.00 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2022
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    2021 Medicaid Updates and Navigating the Medicaid Exclusion
    4.65 out of 5 stars
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    I am specialized in Immigration Law with almost no experience in social security nor elder law. THe first two presentations were surprisingly relevant for many clients. Learned a lot of useful stuff. Business property not so relevant for my clients.

    This is a difficult topic, but it was well presented. The presenters are well versed and very knowledgeable.

$95   Add to Cart
Adult Protective Services: Getting Action

Attorneys who practice in Estate Planning, Elder Law, and Guardianship Law will invariably encounter situations that will involve or otherwise implicate the involvement of the Texas Department of Family and Protective Services – Adult Protective Services. The presenter and attendees will discuss various options available to facilitate protection of adults who may be at risk of abuse, neglect and/or exploitation.

Includes: Audio Paper

  • Total Credit Hours:
  • 0.50 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2022
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    Adult Protective Services: Getting Action
    Not yet rated
$45   Add to Cart
Avoiding Fraud in Public Benefit Eligibility

Learn the ethical and legal obligations of the attorney to avoid assisting fraud in public benefits eligibility. Consider ethical standards governing this area and criminal sanctions that could apply both to the client and the attorney involved in public benefits fraud. Also, explore different planning scenarios where fraud may be an issue and hear a practical discussion of practices intended to prevent assisting fraud.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.50 hr | 0.25 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2022
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    Avoiding Fraud in Public Benefit Eligibility
    4 out of 5 stars
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$45   Add to Cart
Customizing Ancillary Planning Documents for Death and Incapacity

A practical guide to drafting the “ancillary” documents usually provided by Texas estate planning attorneys: Statutory Durable Power of Attorney, Medical Power of Attorney, Directive to Physicians, Declaration of Guardian, Appointment for Disposition of Remains, and HIPAA Release. Know the many options that should be offered and how to explain them to clients. Also, learn how to present the great debate on “will-based” vs. “trust-based” planning.    

Includes: Video Audio Paper

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2022
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    Customizing Ancillary Planning Documents for Death and Incapacity
    4.25 out of 5 stars
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    This course provided very practical information I can use today. Presentation was very clear and stuck to the topic

$50   Add to Cart
Granny Had a Gun: Firearms in Estate Planning and Administration

Session 1: Granny Had A Gun: Firearms in Estate Planning and Administration - Explore legal issues, executor liability, transferring Title I and II weapons and discuss penalties. Session 2: Getting Started Drafting Gun Trusts, and Avoiding Lethal Pitfalls - Discuss any aspects of drafting gun trusts for clients, from getting started in this area all the way to adding advanced features to your trusts. Talk about trusts formed to own ordinary guns, and those intended to own firearms regulated by the National Firearms Act.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.00 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2022
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    Granny Had a Gun: Firearms in Estate Planning and Administration
    4.73 out of 5 stars
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$55   Add to Cart
I’m Responsible for What?! Counseling Your Clients About Utilizing a Corporate Fiduciary as a Trustee or Executor

Selecting a fiduciary to administer a trust or estate is a decision that can have a lasting impact for your clients and their loved ones or intended beneficiaries. In many instances, utilizing a corporate fiduciary can provide several benefits and resources that a private fiduciary simply may not have at their disposal. Review common considerations for clients in deciding whether to appoint a corporate fiduciary or reserve the option to appoint a corporate fiduciary in the future.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.50 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2022
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    I’m Responsible for What?! Counseling Your Clients About Utilizing a Corporate Fiduciary as a Trustee or Executor
    3.38 out of 5 stars
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    Good program. I think it might have been an hour instead of 30 min. Maybe 45

$45   Add to Cart
Legislative Update 2021: Estate Planning and Trusts

Update on new legislation impacting estate planning, guardianships, trusts and related practice areas. 

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2022
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    Legislative Update 2021: Estate Planning and Trusts
    4.38 out of 5 stars
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$50   Add to Cart
Paying for Home Care in the Pandemic and Beyond: Medicaid and VA Benefits

A primer on the Medicaid programs that pay for home care (Star+Plus Waiver and Community Attendant Services) and on VA benefits that can help with home care (VA pension, Extended Care, Comprehensive Assistance for Family Caregivers).

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2022
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    Paying for Home Care in the Pandemic and Beyond: Medicaid and VA Benefits
    5 out of 5 stars
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    Excellent presentation on a very esoteric and complicated topic. Great work!

$50   Add to Cart
Remote Execution of Documents: Lessons Learned from the Pandemic

Review minimum execution requirements for common estate planning documents and why most can’t be signed electronically.  Also, the temporary orders allowing remote notarization of documents and logistics of getting the documents signed.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.50 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2022
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    Remote Execution of Documents: Lessons Learned from the Pandemic
    Not yet rated
$45   Add to Cart
Trusts as Beneficiaries: Estate Planning Tips and Retirement Plans in View of the SECURE Act

Session 1: Estate Planning for Retirement Plans in View of the SECURE Act - Understand the provisions of the SECURE Act that became effective January 1, 2020, and how the SECURE Act is likely to affect estate planning with respect to qualified employee benefit plans and IRAs. Session 2: What the Estate Planner Needs to Know About Trusts as Beneficiaries - How does a practitioner draft for persons with disabilities when so much of the future is unknown?  This presentation will provide suggestions for building in flexibility for a beneficiary who may improve, decompensate, or do both.  Sample drafting provisions will be provided, including the use of stand-alone trusts; the authority to create contingent trusts, trust modification and reformation, and decanting provisions.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.25 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2022
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    Trusts as Beneficiaries: Estate Planning Tips and Retirement Plans in View of the SECURE Act
    3 out of 5 stars
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$65   Add to Cart
What Every Estate Planner Needs to Know About Pooled Trusts

Learn how special needs planning differs from elder law planning, the intersection of the two, and why a pooled trust might be an option for special needs beneficiaries. Explore what to consider when investigating pooled trusts and what differs about the remainder policies. Drafting tips will include how to give your clients the option to use a pooled trust even when creating a special needs trust as a part of the estate plan.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2022
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    What Every Estate Planner Needs to Know About Pooled Trusts
    3.25 out of 5 stars
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$50   Add to Cart
Answer Bar: Maximizing Technology in Your Law Practice

Session 1: Competency, Confidentiality, Conflicts, and Technology - This session covers a wide range of problems that technology has created for lawyers. On the one hand, lawyers are obligated to use technology when it benefits their clients, but on the other, failure to use the technology competently can lead to ethical problems. This session analyzes issues from the mundane to the profound. Session 2: Technology Use and the Ethics that Come with It - The 2020 Covid 19 pandemic forced dramatic changes in practice styles, with most lawyers and their clients shifting from working in offices to working remotely from home.  Technology was at the center of these changes with “Zoom” meetings, “e-signing,” “e-filing” and related technologies playing an even more critical role in the practice of law. This panel of ethics experts will examine the issues raised by these practice shifts, including discussion of alternative technological methods of service in litigation and potential waiver of attorney-client privilege due to the misuse of technology. Session 3: Data Analytics: The Answer to Your Law Firm's Innovation Efforts - Learn how to easily kick-start your firm’s innovation efforts, close the gender pay gap (for you and your clients), and use data to reduce bias, improve inclusion as part of a diversity and inclusion initiative, and simultaneously use proven scientific methods to improve bottom-line profitability!  Session 4: Is Your Bot Bigoted? The Looming Risks of Bias in AI and ML - Join Heather and Amit as they explore the basics of AI and ML, the challenges in avoiding bias in these technologies, the current landscape of legal claims, and best practices for avoiding liability and harm. Join us to learn about this growing area, even if you are new to the world of AI and ML. Session 5: The Ethics of Social Media - The world of social media has engulfed us all. Not only has it transformed our society, but it has worked its way into every legal field as well. Discover the ethical issues facing you as attorneys—and that of your clients—in this social media age. Session 6: 30 Apps in 30 Minutes - A quick survey of useful apps and tech tips for lawyers, trust officers, and caregivers. Session 7: 30 More Apps in 30 Minutes - Hear an updated survey of new, useful apps, and tech tips for lawyers, trust officers, and caregivers.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 5.00 hrs | 3.50 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 8/31/2022
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    Answer Bar: Maximizing Technology in Your Law Practice
    4.17 out of 5 stars
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    Very interesting subject combination!

    Well prepared and interesting.

    Good information.

    Good speakers.

$165   Add to Cart
Hooked on CLE: August 2021

THIS MONTH: Responsibility of Outside Counsel to Protect Client Information • #MeToo, Part 2 • Paying the Family Caregiver • Overcoming the Problem Witness • ​What Do You Do When the Feds Show Up? Advice for In-House Counsel and Corporate Executives • Teacher-Student Contact on Social Media

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.00 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 7/31/2022
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    Hooked on CLE: August 2021
    4 out of 5 stars
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    Very educational. Scared now of ransomware and hacking! He was great, although there was an echo on my video player for him. Paying the Family Caregiver seemed more of a political statement than an informative session. The speaker on teacher/student relations needs to work on her "ummms" but otherwise informative.

    good.

$99   Add to Cart
Hooked on CLE: July 2021

THIS MONTH: Take Your Best Shot: What Employers Should Know about the COVID-19 Vaccine • The Supreme Court Is Poised to Take A Right Turn: What Does This Mean for Professional Liability? • Some Depositions are Hard to Overcome • Estate Tax Planning and SNTs • Ethics Issues and the Legislature

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.00 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 6/30/2022
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    Hooked on CLE: July 2021
    4.09 out of 5 stars
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    I felt the CLE was very informative to the times.

$99   Add to Cart
Hooked on CLE: June 2021

Session 1: Building a Disaster Plan for Your Law Practice - Join Hannah Dyal as she explores: is your law firm ready for a disaster and how to prepare. This presentation will give firms and solo practitioners tips for how to begin building a disaster plan for their law practice.  Session 2: Dram Shop Cases: When the Bar Causes the Crash - There’s an extra party that often belongs in the car crash case—a dram shop that overserved one of the drivers. Session 3: Fixing Real Estate Headaches: Deeds, Trusts, and Title Issues - An overview of how to identify and address real estate issues unique to estate planners such erroneous deeds (possibly from years ago), chain of title errors, lost trusts, and more. Session 4: Analyzing Your Contract Through the Eyes of a Litigator and Jury - Examine the common causes of action coming out of a breach of contract, review the state statutory and case law regarding common contract provisions, and understand different perspectives of the transactional attorney and the litigator on the same agreement so that you can ask and answer important questions that may change the drafting of the agreement in the first place. Session 5: Too Many Entities - As more “deals” are put together, more entities are used to facilitate the “deal." Assess the huge liability risk for clients and lawyers if litigation is the end result.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.00 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 5/31/2022
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    Hooked on CLE: June 2021
    4.07 out of 5 stars
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    How would you rate the value of the materials provided as part of the course?

    on point and delivered effectively

    The supporting materials for "too many entities" was lacking. The real estate fixes was an excellent program. Disaster Planning was a bit more general, but having rebuilt my practice after Harvey in Rockport, my knowledge is a bit more in depth in some areas. I also was on the State Bar FEMA committee back when we had one in the mid 1990s. Learned a lot from the tornado in Fort Worth and the Houston floods.

$99   Add to Cart
2021 SNT Case Law, Legislative Update

An exploration and analysis of recent Texas and national cases and legislation involving special needs trusts.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2022
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    2021 SNT Case Law, Legislative Update
    3 out of 5 stars
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$50   Add to Cart
Answer Bar: Considering a Special Needs Trust

Session 1: SNT Basics - Take a look at special needs trusts and things to consider when selecting the appropriate option. Gain insight on the intersection of trusts with governmental benefits and delve into the types of special needs trust with case examples. Session 2: Special Needs Trusts: Decision Tree Analysis - Learn how to utilize a decision tree approach to ask and answer key questions concerning a client's need for a special needs trust, and if one is needed, which type of special needs trust is the best choice.  Session 3: Maximizing Public Benefits: Basics and Updates - Medicaid and public benefits basics will be covered as well as the latest updates on Medicaid and public basics changes. Session 4: ABLE Updates and Basics - This session will provide an overview of Achieving a Better Life Experience (ABLE) accounts and their utility in trust administration and planning. Coordination with Special Needs Trusts (SNTs) and short- and long-term planning with ABLE accounts will be reviewed, including facets of distribution mechanisms and public benefits eligibility. The presenters will provide case studies and recent case law as examples of prudent utilization of ABLE accounts. Session 5: Reporting a Trust - Address practical steps in determining when, how, and to whom special needs trusts should be reported. Session 6: Making Sense of Structured Settlements - Structured settlements are often used to fund court-created SNTs in the personal injury context. Drafting attorneys and trustees need an understanding of the fundamental concepts of a structured settlement annuity and the effects one will have on the funding and administration of a trust.   Session 7: Pooled Trusts: Your Answer to Transfers and Over 65 Strategies - Is the size of a trust no longer economically feasible? Are you worried about a transfer of assets penalty? A pooled trust sub-account be a better fit! Discuss transfers from a D4A to a D4C, the authority, the pitfalls and the successes. Solutions for people over 65 who need a self-settled SNT are limited but a pooled trusts and the “half-a-loaf” strategy may be considered as an appropriate option. Session 8: SSA Regional Trust Leads Presentation Regarding SSI Trusts - A discussion with the Regional Trust Leads on the regional centralization of the SSI trust review business process, including reporting responsibilities, 2020 POMS update, and 2020 case totals. In addition, hear a step-by-step scenario regarding the review of a trust determined countable and available options. Session 9: SSI Application Process for Children and Adults - The SSI application process is deceptively simple. However, there are several things applicants should keep in mind to possibly strengthen their claim or at a minimum make the process as efficient as possible. Explore the basics about the SSI process getting a claim started. Session 10: Masters of SNT—What I Know Now That I Wish I Had Known Back Then - Four of our most experienced SNT attorneys share what they have learned that they don’t usually talk about on microphones: how they have found the work they love; developed a passion for forms and systems; attracted and selected the best clients; built supportive and inspiring networks; and learned from their mistakes.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 8.00 hrs | 1.25 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2022
  • show rating
    Answer Bar: Considering a Special Needs Trust
    4.33 out of 5 stars
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$285   Add to Cart