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Estate Planning Techniques for Clients with Dementia or Alzheimer's

Gain an overview of specific methods on estate planning for clients with dementia or Alzheimer's disease.According to the Alzheimer's Association, nearly 5.7 million Americans are living with Alzheimer's disease with that number expected to increase to over 14 million by year 2050. Estate planning attorneys will be encountering more and more clients with diminished capacity due to dementia and Alzheimer's disease. The failure to acknowledge the unique risks of these diseases in estate planning can costs individuals and their families, personally, emotionally, and financially. This content helps estate planning attorneys recognize the issues regarding capacity that must be addressed with effective and thorough powers of attorney and health care advanced directive documents. This information will also cover the important rules for government programs that assist in the payment of long-term care and how to draft documents to accelerate eligibility, including avoiding and addressing estate Medicaid estate recovery issues. This information is critical for those working with clients with dementia or Alzheimer's disease for effective and thorough representation.
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Why Lorman?

Over 32 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
    • Gifting Powers
    • Trust Powers
    • Public Benefits
    • Binding Arbitration
  • Health Care Surrogates
  • Living Wills and Advanced Directives
  • Last Will and Testament
    • Use of Spousal Support Trusts for Medicaid
Planning Ahead for Medicaid and VA
  • Rules of Medicaid Eligibility
  • Rules of VA Eligibility
  • Irrevocable Trust Planning
  • Crisis Planning Using Annuities and Promissory Notes
Avoiding Medicaid Estate Recovery
  • Medicaid Estate Recovery Rules
  • Beneficiary Designations and the Estate
  • Joint Ownership of Property
  • Life Estates
Question and Answer Session
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Why Lorman?

Over 32 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

Audio & Reference Manual

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • GA CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • NY CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • NY CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 32 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
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Why Lorman?

Over 32 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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Product ID: 405283
Published 2019
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