Casemaker Libra

Advising Clients on Retirement and Long-Term Care Planning - Elder Law Fall Seminar

Publication Year: 2016   Publication Type: Coursebook

Authors:
Michael J. Bresson, Michael J. Longyear, Sean R. Bleck, Michael J. Bresson, Ann M. LoGerfo, Michael J. Longyear, Ted Markow, Mitchell V. Maurer, Lisa Mayfield, Robert Moser, Rebecca L. King, Steven J. Schindler, Suzanne E. Thompson Wininger

Table of Contents:

	Title
	Co-Chairs And Faculty
	Summary Of Contents
	Program Schedule
	Co-Chair Biographies
	Chapter One- Resources For Your Clients: Columbia Legal Services Update
	Chapter Two- New Medicaid Regulatory Scheme For Trusts In Washington   I. Effect of Trusts on Public Benefit Eligibility   II. Roadmap of New Regulations   III. All Trusts Availabile If Beneficiary Is Trustee or in Control   IV. Revocable Self Settled Trusts   V. Determining First V S. Third Party Trust Status   VI. Self Settled Trusts: Countable and Exempt   VIII. Treatment of Third Party Trusts and "mixed" Trusts   IX. Oh Boy, Berto!   Appendix: Key Proposed Trust Regulations
	Chapter Three- Understanding Medicaid Annuities
	Chapter Four- Long Term Care Planning Options
	Chapter Five- Social Security: Getting The Most Out Of Your Benefits
	Chapter Six- Financial Planning For Your Clients - And You Too
	Chapter Seven- Panel Of Morning Speakers - Q & A And Discussion
	Chapter Eight- Health Care Decision Making
	Chapter Nine- Care Management Options
	Chapter Ten- Legal Issues For Long-Term Care
	Chapter Eleven- Ethics For The Elder Law Practitioner
	Chapter Twelve- Panel Of Afternoon Speakers - Q & A And Discussion
	Chapter Thirteen- Rules Of Professional Conduct