Agenda

  1. WORK THROUGH KEY ESTATE PLANNING ISSUES 
    9:00 - 9:45, Edward A. Beck III
    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 - 10:30, Edward A. Beck III
    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 
    10:45 - 11:00, Andrew Nance
    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
  4. ELIMINATE CONFUSION SURROUNDING LONG-TERM CARE INSURANCE 
    11:00 - 11:30, Andrew Nance
    1. How Much Coverage is Enough?
    2. How Age and Health Factors Figure In
    3. Be Prepared to Head Off Income and Estate Tax Problems
  5. EXAMINE CORE TOPICS IN MEDICAID AND ESTATE RECOVERY 
    11:30 - 12:00 and 1:00 - 1:30, Richard Mayberry
    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
  6. ESTABLISH APPROPRIATE ETHICAL BOUNDARIES 
    1:30 - 2:30, Richard Mayberry
    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
  7. DRAFT WILLS THAT PROTECT CLIENTS' INTERESTS 
    2:45 - 3:30, John L. Laster
    1. Select the Vehicle That Meets Clients' Needs
    2. The Statutory ABC's: What is Required
    3. De-Mystify the Laws of Intestacy
    4. Update on Current and Changing Estate Tax Regulations
    5. Disinheritance and No Contest Clauses: Will They Stand?
    6. Checklist of Special Provisions That Will Build Flexibility Into the Plan
    7. Practical Pointers With Sample Forms
    8. The Proper Execution of a Will in Your State
  8. MEET THE SPECIAL NEEDS OF YOUR ELDERLY CLIENT 
    3:30 - 4:30, John L. Laster
    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