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

1. WORK THROUGH KEY ESTATE PLANNING ISSUES
   9:00 - 9:45, James S. Adray
   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
2. PLAN FOR YOUR CLIENT'S INCAPACITY
   9:45 - 10:45, Michelle L. Baumeister
   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
3. GIVE INFORMED ADVICE ABOUT LONG-TERM CARE AND LTC INSURANCE
   11:00 - 12:00, Michelle L. Baumeister
   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
   5. LTC Insurance - How Much Coverage and How Age and Health Factors Figure In
4. EXAMINE CORE TOPICS IN MEDICAID AND ESTATE RECOVERY
   1:00 - 2:15, James S. Adray
   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
5. ESTABLISH APPROPRIATE ETHICAL BOUNDARIES
   2:30 - 3:30, James S. Adray
   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
6. MEET THE SPECIAL NEEDS OF YOUR ELDERLY CLIENT
   3:30 - 4:30, Michelle L. Baumeister
   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 Disadvantages

JAMES S. ADRAY is a partner in the Toledo law firm of Adray & Grna, where he practices in the areas of business law, probate, estate planning, divorce and medical malpractice. He is a mediator/arbitrator with the American Arbitration Association and is a mediator trainer throughout Ohio. Mr. Adray has taught at the University of Toledo Law School and College of Education. He is a member of the State Bar of Michigan (member, Alternate Dispute Resolution, and Probate and Trust Law committees), and the Ohio State (member, Family Law Committee and Alternative Dispute Resolution Committee) and Toledo bar associations. Mr. Adray earned his B.A. and J.D. degrees from the University of Toledo.

MICHELLE L. BAUMEISTER is a sole practitioner in Lima, where she practices in the areas of estate planning/administration, elder law issues, and disability issues that involve special needs trusts. Ms. Baumeister is a member of WealthCounsel, the National Academy of Elder Law Attorneys, the Allen County Bar Association (Probate and Trust Committee) and the Ohio State Bar Association, where she serves on the Board of Governors, Probate and Trust Section (and served on the committee to develop questions for Ohio attorneys qualifying for "specialist" designation in the field of estate planning and probate and trust administration) and the Elder Law Committee. She has served on the Unauthorized Practice of Law Committee at both the state and county level. Ms. Baumeister has been published in the Probate Law Journal of Ohio, and has appeared as a speaker for several continuing legal education seminars for various groups. She earned her B.A. degree, summa cum laude with honors and high distinction, from Ohio Northern University and her J.D. degree from Ohio Northern Pettit College of Law.

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

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Phone: 866-240-1890

Email: credit@nbi-sems.com