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In-Person Program

Elder Law: MCLE BasicsPlus!®

Basic concepts of estate and long-term care planning

2110026P03
Wednesday, 5/11/2011, 9:00 am - 12:00 pm
Taunton Holiday Inn, 700 Myles Standish Boulevard, Taunton
3 substantive credits, 0 ethics credits
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Product Description

This program provides the perfect introduction to the basic concepts necessary to properly advise older clients on estate and long-term care planning. It provides practitioners with the substantive law relating to Medicaid eligibility, including recent major changes in Medicaid negotiation. The program also includes discussions of Medicare, long-term care insurance, and the use of durable powers of attorney and health care proxies as planning tools for incapacity.

You will learn...

  • The Medicaid eligibility requirements and recent federal and state changes
  • How to plan for the long-term incapacity of your clients
  • How to advise clients regarding estate planning and extraordinary medical decisions on behalf of incapacitated individuals

Agenda

  • Basic Rules of Nursing Home Medicaid Planning for Incapacity
  • Basic Estate Planning
  • Legislative and Case Law Update
  • Protecting the House
  • Medicaid Planning Strategies
  • Community Options for the Elder Client
  • Ethics of Representation
  • Practical Aspects of Representing Clients in Medicaid Cases
  • Guardianship
  • "Ask the Experts" Q&A Session

Table of Contents

Chair

Eric R. Oalican, Esq., Oalican Law Group LLC, Raynham

Faculty

Pamela B. Greenfield, Esq., Samuel, Sayward & Baler LLC, Dedham
Claire M. Sullivan, EldersFirst , Fall River

Speaker(s)

Fees

  • $225
  • $195 MCLE Sponsor Members
  • $145 New lawyers admitted to law practice after 2006, pending admittees and law students
In-Person Program
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