Your elderly clients depend on you to help them ease their tax burdens, preserve their assets and safeguard their futures. Keeping up with critical developments in elder law and supplying real-world solutions to the unique problems seniors face can be difficult. Let us help! Order today to build your knowledge on common legal and financial issues facing elderly clients as they plan for their future so you can provide your clients with up-to-the-minute advice.

1. Give Informed Advice About Long-Term Care
2. Examine Core Topics in Medicaid and Estate Recovery
3. Establish Appropriate Ethical Boundaries
4. Work Through Key Estate Planning Issues
5. Plan for Your Client's Incapacity
6. Meet the Special Needs of Your Elderly Client

1. GIVE INFORMED ADVICE ABOUT LONG-TERM CARE
   9:00 - 9:30, Gregory S. French
1. What Home and Community-Based Services Can and Can't Offer
2. Assisted Living - The Pros and Cons
3. Break Down the Criteria for Nursing Facility Care
4. Compare the Private Methods of Financing Long-Term Care Costs
2. EXAMINE CORE TOPICS IN MEDICAID AND ESTATE RECOVERY
   9:30 - 10:30 and 10:45 - 11:15, Gregory S. French
1. Clear Up Eligibility Questions
2. Solve Eligibility Problems Using the Personal Service Contract
3. Exceptions to the Rules About Liens and Estate Claims
4. The Legality of Transferring Assets
5. How Spousal Impoverishment Protection Works
6. The Latest Developments in Medicaid Law
7. When Estate Recovery Can Take Place by Law
8. Challenges in the Collection Process that Demand Your Attention
3. ESTABLISH APPROPRIATE ETHICAL BOUNDARIES
   11:15 - 12:15, Gregory S. French
1. Who is Your Client? Uncover Confidentiality and Conflict Issues
2. The Secret to Avoiding Conflict Between Spouses' Interests
3. The Competency of the Client: Who Calls the Shots?
4. Follow Up and Follow Through with the Paperwork - Your Ethical Duties
5. Ethical Guidelines for Setting Fair Fees
4. WORK THROUGH KEY ESTATE PLANNING ISSUES
   1:15 - 2:00, Mark S. Reckman
1. How to Determine the Client's Goals
2. Understanding Planning Techniques and Their Potential Expenses and Restrictions
3. Misconceptions About Choosing Their Agent/Trustee
4. Joint Bank Accounts: The Risks and Benefits
5. Recent Need-to-Know Case Law and Legislative Developments
5. PLAN FOR YOUR CLIENT'S INCAPACITY
   2:00 - 3:00, Mark S. Reckman
1. When Durable Power of Attorney is the Best Option
2. Plan for How Health Care Decisions Will Be Controlled
3. What to Look for When Evaluating Living Will Declarations
4. Discuss Withholding or Withdrawing Life-Prolonging Medical Treatment
5. How to Exercise Health Care Options with Durable Powers of Attorney
6. Adult Right-to-Die Cases - Lessons to be Learned
6. MEET THE SPECIAL NEEDS OF YOUR ELDERLY CLIENT
   3:15 - 4:30, Mark S. Reckman
1. Compare and Contrast Trusts:
1. Why Inter Vivos or Testamentary Trusts are Typically Created
2. The Risk - and Flexibility - in Irrevocable or Revocable Trusts
3. New Rules for Establishing a Medicaid Qualifying Trust
4. How to Set Up Special Needs Trusts that Don't Jeopardize Government Benefits
2. Commonly Used Approaches to Managing and Protecting Assets
3. How is Estate Planning Affected by Incompetency?
4. Guidelines for Gifts and Joint Accounts
5. Trusts Used as a Will Substitute: An Appropriate Choice?
6. Probate Estate vs. Funded Trust: Advantages and Disadvantage

GREGORY S. FRENCH, CELA, has helped older and disabled persons and their families with retirement, estate, disability, and long-term care planning and problem solving for 30 years. He is a NAELA fellow and served on the National Elder Law Foundation's Board of Certification when it developed its ABA accredited certification program. Mr. French has served on the NAELA board and its Executive Committee, and has chaired its Long Range Planning and Program committees. He currently chairs NAELA's Professionalism and Ethics Committee and also serves on NAELA's Public Policy Committee. In 2006, Mr. French earned both the NAELA President's Recognition Award and the Laury Adsit Gelardi UnAward. He helped found and chair the Ohio State Bar Association's Elder Law Committee. He also served on its Special Committee on Specialization and is a member of its Council of Delegates. Mr. French served on the committee that drafted Ohio's original model advance directives and on the blue ribbon committee to implement the recommendations of the Ohio Legal Needs Study. He founded the Cincinnati Bar Association's Elder Law Committee and served as its chair for four years. Mr. French also has served on the Bar Association's Ethics Committee.

MARK S. RECKMAN is a partner with the Cincinnati law firm of Wood & Lamping LLP. He has practiced law since 1979 and has served in every management role at Wood & Lamping LLP, including managing partner. Mr. Reckman's clientele spans Medicaid, estate planning, real estate, probate and small business. In his Medicaid practice, he counsels families facing dementia and long-term health care costs. Mr. Reckman writes and lectures extensively on this unique area. He appears as a biweekly guest columnist on the 55 KRC radio program, Simply Money. In 2006, 2008 and 2009, Mr. Reckman was named as a Super Lawyer for the State of Ohio by Law and Politics magazine. He also was named a Leading Lawyer by Cincy magazine in 2007 and 2008. Mr. Reckman earned his B.A. degree from the University of Vermont and his J.D. degree from the University of Cincinnati College of Law.

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