The cost of long-term care can consume a person's assets if a carefully drafted estate plan is not in place. Order today to learn the skills you need to create an estate plan that meets your clients' needs.

1. What to Do When a Spouse is Confronting Health Issues - The Estate Plan
2. How to Protect an Elderly Client's Assets
3. Insurance to Fund All or Part of Long-Term Care Costs
4. Ethical Considerations When Representing the Elderly Client
5. Qualifying for Medicaid Long-Term Care Programs
6. Preserving Family Assets When Qualifying for Medicaid

Continuing Education Credits:   

* denotes specialty credits

1. WHAT TO DO WHEN A SPOUSE IS CONFRONTING HEALTH ISSUES – THE ESTATE PLAN
   9:00 - 10:00, Richard L. King
   1. Client Interview
   2. How to Draft the Plan
   3. Asset Titling – Deed, Bank Accounts, and Life Insurance
   4. Changing the Will to Exclude the Disabled Spouse
   5. Durable Power of Attorney – Gift Giving Power
   6. Advanced Directives
   7. Sample Forms and Letters
2. HOW TO PROTECT AN ELDERLY CLIENT'S ASSETS
   10:15 - 11:15, Michael A. Schmidt
   1. Drafting the Irrevocable Trust
   2. Impact of Medicaid Issues in Drafting Trusts
   3. Life Estate Deed
   4. Using Annuities, Life Insurance and Retirement Accounts in the Estate Plan
   5. Gifts
   6. Avoiding Guardianships
3. INSURANCE TO FUND ALL OR PART OF LONG-TERM CARE COSTS
   11:15 - 12:00, Chase Morinaka
   1. What is Long-Term Care?
   2. Costs of Care and Funding Sources
   3. Understanding Long-Term Care Insurance Benefits
4. ETHICAL CONSIDERATIONS WHEN REPRESENTING THE ELDERLY CLIENT
   1:00 - 2:00, Amy L. Davidson, Richard L. King, Chase Morinaka and Michael A. Schmidt
   1. Acting Within the Lawyer's Expertise
   2. Avoiding Conflict Between Spouses' Interests
   3. Competency of the Client
   4. Maintaining Due Diligence in Completing Paperwork When Representing the Elderly or Ill Client
5. QUALIFYING FOR MEDICAID LONG-TERM CARE PROGRAMS
   2:15 - 3:30, Chase Morinaka
   1. Where Medicare Stops and Medicaid Begins
   2. Overview of the State Medicaid Programs
   3. Categorically vs. Medically Needy
   4. Medical Criteria – Level of Care Required to Become Eligible
   5. Assessing a Client's “Medical Need” and Level of Care for Medicaid Qualification Purposes
   6. Medicaid Planning Techniques
   7. Financial Criteria for Single and Married Applicants
   8. Exemptions for Protecting the Family Home
   9. Qualified Medicare Beneficiaries
6. PRESERVING FAMILY ASSETS WHEN QUALIFYING FOR MEDICAID
   3:30 - 4:30, Amy L. Davidson
   1. Most Common Medicaid Misconceptions
   2. Implications of Gifts During the Look Back Period
   3. Options for “Spenddown” of Excess Property – Unique Problems Associated With Disposal of Excess Assets
   4. Myths About the "Spenddown" Requirement
   5. Protecting Assets for a Disabled Child
   6. Retroactive Benefits
   7. Estate Recovery

AMY L. DAVIDSON is an attorney with the Portland law firm of Nay and Friedenberg. Her practice has focused on the area of guardianships and conservatorships, probates, estate planning and Medicaid planning since 2003. Ms. Davidson has developed a special expertise in pet trusts and planning for our animal-loving clients. In addition, she frequently speaks to community groups on elder law issues. Ms. Davidson is a member of the Oregon State Bar (Elder Law and Estate Planning sections) and Oregon Women Lawyers. She is currently serving on the Executive Committee of the Animal Law section. Ms. Davidson has contributed to the Oregon State Bar's book on Elder Law and the Elder Law Section Newsletter. She volunteers her time with Elders in Action as well as the Senior Law Project, St. Andrews Legal Clinic and the Lewis & Clark Law School mentor program. Ms. Davidson earned her B.A. degree at the University of Portland and her J.D. degree at Lewis & Clark Northwestern School of Law.

RICHARD L. KING is a partner in the estate planning department of the Portland law firm of Warren Allen King LLP. His practice emphasizes estate planning, elder law, probate law and business law. He is also involved in personal injury and general litigation. Mr. King earned his B.A. degree at the University of Illinois and his J.D. degree at the University of Illinois School of Law. He is a member of the Oregon State Bar sections on Estate Planning and Elder Law.

CHASE MORINAKA is a solo practitioner in North Portland. And, although he does accept general practice issues from time-to-time, his practice remains focused in the areas of estate planning; probate; business transactions and planning; and immigration. Mr. Morinaka speaks with local community members on immigration, business, and general estate planning matters. Mr. Morinaka currently serves on the Board of the Oregon Minority Lawyers Association and volunteers his time with other local non-profit organizations. He also is a member of the American Immigration Lawyers Association. Mr. Morinaka received his B.S. degree from Linfield College and his J.D. degree from the University of Idaho.

MICHAEL A. SCHMIDT is a partner in the Aloha law firm of Schmidt & Yee, P.C. Since 1978, Mr. Schmidt has focused his practice in the areas of Medicaid planning, estate planning, probate, conservatorships and guardianships. He earned his B.A. degree at Fort Hays State University and his J.D. degree at Lewis and Clark College Northwestern School of Law in Portland. Mr. Schmidt is a member of the Oregon State Bar and it's sections on Elder Law and Estate Planning. He is currently on the Executive Committee of the Oregon State Bar's Elder Law section. Mr. Schmidt is a member and past president of the Washington County Council on Aging, Inc., a member and past president of the Oregon Guardianship/Conservatorship Association and he was president of Guardianships Plus of Washington County, Inc.

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