Available in:

OnDemand Course

Estate and Financial Planning for Clients Living With Chronic Illness

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.

92 minutes
Course Exam
Certificate of Completion
Purchase Options

Add to Wishlist

More Program Information

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
Purchase Options

Add to Wishlist

More Program Information

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

Applications have not yet been submitted for Delaware, Idaho, Kentucky, Maine, New Hampshire, Ohio, Oklahoma, South Carolina, and Wyoming CLE for this course. However, if you are interested in obtaining CLE for any of the listed states or have any additional credit questions please email us at [email protected] or call us at 866-352-9540.

This course was last revised on July 7, 2021.

Call 1-866-352-9540 for further credit information.

  • CA MCLE 1.5
     
  • Lorman Business Center, LLC. 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.

Purchase Options

Add to Wishlist

More Program Information

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

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
Purchase Options

Add to Wishlist

More Program Information

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.

All of your training, right here at Lorman

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • OnDemand Courses
  • Live Webinars
  • MP3 Downloads
  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today
With This Course

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Product ID: 408840
Published 2021
Purchase Options

Available in Multiple Formats

Purchase this course and learn on your schedule!