Description
Total Credits: 6.0 (Professional Practice 2.5, Skills 2.5, Ethics 1.0)
Learn about key topics related to elder law practice including representing the fiduciary, Guardianship, Community Medicaid, Social Security and an in-depth review of current developments in the area of Medicaid Planning. Listen to professional practitioners about how to tackle difficult ethical concerns arising in elder law practice such as identifying and handling conflicts of interest, questions about "who is the client" and when the attorney-client privilege applies
Program Agenda Topics
I. Representing the Fiduciary
II. Guardianship Update
III. Ethics
IV. Community Medicaid
V. Social Security
VI. Medicaid Planning Update
I. Representing the Fiduciary
II. Guardianship Update
III. Ethics
IV. Community Medicaid
V. Social Security
VI. Medicaid Planning Update
Program Faculty
Britt Burner, Esq., Burner Law Group, P.C., NYC
Christopher R. Bray, Esq.; Radley & Reinhardt, Esq., Ilion
JulieAnn Calareso, Esq., The Shevy Law Firm, Albany
Frank E. Hemming III, Esq., Pierro, Connor & Associates, LLC, Latham
Tara Anne Pleat, Esq., Wilcenski & Pleat PLLC, Clifton Park
Phillip M. Tribble, Esq., Tribble Law, Clifton Park
Materials
| 1.0 - Outline - Exempt Transfers and Promissory Note Planning - Calareso (166.6 KB) | Available after Purchase | ||
| 2.0 - Outline - Modifying Your Medicaid Strategy - Levin (70.7 KB) | Available after Purchase | ||
| 3.0 - Outline - The New SSI POMS - What You Need To Know - Vincent Russo (5.1 MB) | Available after Purchase | ||
| 4.0 - Outline - GIS Medicaid Updates (353.1 KB) | Available after Purchase | ||
| 5.0 - PPT - Uniform Guardianship Act - Salzman (121.7 KB) | Available after Purchase | ||
| 5.1 - Guardianship Exhibits (610.2 KB) | Available after Purchase | ||
| 5.2 - Article 83 Order to Show Cause - Smith (909.4 KB) | Available after Purchase | ||
| 5.3 - Outline - Guardianship Caselaw Update - Salzman (82.2 KB) | Available after Purchase | ||
| 6.0 - Outline - Ethics Materials (2 MB) | Available after Purchase | ||
| Electronic Coursebook (6.9 MB) | Available after Purchase | ||