Advise and protect your clients living with a chronic illness to ensure their assets and benefits are preserved.
Elder law is a highly specific field of law, requiring an understanding of the ever-changing Medicaid and VA rules. This topic will give you the knowledge to understand these ever-changing systems. This material also explains some of the tools elder law attorneys use to protect assets in the event a loved one needs care. This information is critical for practitioners who are either practicing or looking to practice elder law.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Drafting Estate Planning Documents for Incapacity
- Powers of Attorney
- Health Care Surrogates and Living Will/Advanced Directives
- Last Will and Testament
Planning Ahead for Medicaid and VA
- Rules of Medicaid Eligibility
- Rules of VA Eligibility
- Irrevocable Trust Planning
Crisis Planning
- Spousal Planning
- Crisis Planning Using Annuities and Promissory Notes
- Exempt Transfers Under Medicaid's Rules
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Credit
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on July 7, 2021.
Call 1-866-352-9540 for further credit information.
- CA MCLE 1.5
- Lorman Education Services is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Credit
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Misty Clark VanTrease
Kentucky ElderLaw, PLLC
- Partner at Kentucky ElderLaw, PLLC
- Focuses practice on estate planning, Medicaid planning, and veteran’s pension benefits planning
- Past chair of the elder law section of the Kentucky Bar Association
- Board member of Greater Kentucky/Southern Indiana Alzheimer’s Association
- LL.M. degree in elder law, Stetson University; J.D. degree, Louis D. Brandeis School of Law at the University of Louisville; B.A. degree, Murray State University
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
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- Course Manuals
- Executive Reports
- White Papers and Articles
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- State Specific Credit Tracker
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