As the characteristics, goals and objectives of the aging population change, do you have the skills to address the unique needs of this generation for independence, continuing employment and a more active lifestyle? Do you have the tools to ensure your clients enjoy the same quality of life they did before retirement, despite more stringent requirements to qualify for government benefits? Use this cutting-edge analysis of key elder law issues to take your practice to the next level. Order today!

PLANNING FOR LONG-TERM CARE

MEDICAID UPDATE

NEW CHALLENGES, RECENT DEVELOPMENTS AND CURRENT TRENDS

ETHICAL DILEMMAS

PREVENTING AND COMBATING ELDER ABUSE, DISCRIMINATION AND EXPLOITATION

ADVANCED GUARDIANSHIP AND CONSERVATORSHIP ISSUES

Continuing Education Credits:   

* denotes specialty credits

PLANNING FOR LONG-TERM CARE
8:30 - 9:45, Aldo Pantano

• Misunderstanding and Misconceptions Regarding Long Term Care (LTC)
• What is LTC and the High Risk of LTC
• Who Pays for LTC and Who Does Not - The High Cost of LTC
• How LTC is Treated Within Medicare, Medicaid and Health Insurance
• The Connecticut Partnership for Long Term Care and Its Great Value to Consumers
• Solutions Offered by the Partnership to Help Individuals Prepare for the Financial Risks Associated With Potential Devastating Expenses Due to a Long-Lasting Disease or Disability

MEDICAID UPDATE
10:00 - 11:00, Martin B. Burke

• Streamlining the Application Process – Traps to Avoid
• Transferring Assets – Interstate Transfers
• The 3-Year and 5-Year Look-Back Requirements and the Overlap
• Using Annuities to Qualify for Medicaid
• Use of Promissory Notes in Medicaid Eligibility
• Alternatives to Medicaid
• Appealing Refusal of Benefits

NEW CHALLENGES, RECENT DEVELOPMENTS AND CURRENT TRENDS
11:00 - 12:00, Martin B. Burke

• Clearly Communicating with the Client
• Elders Refusing Help
• Social Security Depletion – Independent Retirement Financial Planning
• Expanding Your Client Base – Working with Non-Legal Professionals to Develop a Legally Compliant System of Referrals
• Health Care and Remains Proxies – Pre- and Post-Death Directives
• Powers of Attorney
• Special Pensions Under VA Benefits

ETHICAL DILEMMAS
1:00 - 2:00, Rebecca A. Hajosy

• Who Is the Client?
• Determining Mental Capacity of an Elder Client
• Representing a Client with Alzheimer's or Dementia
• Additional Duties and Traps When Attorneys Serve as Fiduciaries
• Practical Scenarios – What Would You Do?

PREVENTING AND COMBATING ELDER ABUSE, DISCRIMINATION AND EXPLOITATION
2:00 - 3:10, Rebecca A. Hajosy

• Spotting Signs of Abuse: Red Flags to Look For
  (Including: fiduciary, emotional, abandonment, neglect, etc.)
• Common Perpetrators and Liability
• How to Report Suspected Elder Abuse
• Working After Retirement – Preventing and Combating Age Discrimination
• Representing Victims of Abuse
• Suing an Assisted Living Facility
• Combating Abusive Debt Collection
• Correcting Trust Scams and Other Schemes Based on Financial Planning Tools

ADVANCED GUARDIANSHIP AND CONSERVATORSHIP ISSUES
3:25 - 4:40, Doris B. D'Ambrosio

• Drafting Effective Guardianship/Conservatorship Orders
• Alternatives to Guardianship
• Addressing Guardianship Abuse
• Temporary Guardianship/Conservatorship
• Modification and Termination
• Interstate Guardianship Jurisdiction

MARTIN B. BURKE is a sole practitioner in Rockville, Connecticut, where he concentrates his practice in elder law, Title XIX, special needs trusts, veterans' benefits, probate and real estate. He is a graduate of Albany Law School and has provided legal services in Vernon, Connecticut since 1968. Mr. Burke is a member of the National Academy of Elder Law Attorneys (NAELA), the Academy of Special Needs Planners and the Connecticut Bar Association, including the CBA's Estates & Probate and Elder Law sections. Mr. Burke has lectured at numerous seminars on elder law and veterans' benefits. He is admitted to practice in Connecticut, New York and Maine.

DORIS B. D'AMBROSIO is a sole practitioner in West Hartford, where she has 26 years of experience in estate planning and elder law.  She is currently completing her LLM degree in estate planning and elder law from Western New England School of Law with a 97 Grade Point Average.  She also practices in litigation (especially probate), family law, landlord tenant and real estate. She is a member of the Hartford County and Connecticut bar associations. Ms. D'Ambrosio earned her B.A. degree, magna cum laude, from Central Connecticut State University and her J.D. degree from Western New England College.

REBECCA A. HAJOSY is a cum laude graduate of Texas State University, with a B.A. degree (with honors) in psychology. In 1998, she earned her J.D. degree from the University of Denver College of Law. She is admitted to practice in the States of Connecticut and Utah.  Ms. Hajosy is on the Committee of the Elder Law Section of the Connecticut Bar Association.  She is on the Board of Directors of the Spina Bifida Association of Connecticut and is an adjunct professor at the University of Hartford teaching probate practice and elder law.  Ms. Hajosy is an accredited Veteran Affairs Claims Attorney (VACA).  She is also a founding associate at the Law Offices of Sharon L. Pope, LLC.  Ms. Hajosy practices in the areas of probate, elder and special needs trust law.

ALDO PANTANO is a training program specialist with the State Office of Policy and Management's Connecticut Partnership for Long-Term Care program.  Mr. Pantano coordinates all aspects of the Connecticut Partnership for Long-Term Care Producer Training Program including scheduling, logistics and agent relations. In addition to conducting the trainings, he coordinates all presentations for the Connecticut partnership, including conducting the presentations, and working with consumers and agents to answer their questions about long-term care, long-term care insurance and the Connecticut partnership. Prior to joining the Connecticut Partnership for Long-Term Care in 2007, Mr. Pantano spent 17 years marketing group long-term care coverage in the private insurance industry sector.

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

Additionally, our team of credit specialists are here to answer your specific credit-related questions weekdays 7am - 5pm Central:

Phone: 866-240-1890

Email: credit@nbi-sems.com