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Online Manual

Medicaid and Elder Law in Maine: Representing Clients in a New Legal Landscape

Learn proven strategies for protecting clients' interests with effective Medicaid planning. To properly advise the increasing population of Medicaid eligible individuals, it is essential to have a comprehensive knowledge of Medicaid and elder planning. Purchase these reference materials and learn how to protect your clients' assets and provide the high-quality services they're looking for. Purchase these reference materials and explore the complexities of Medicaid eligibility, learn the latest strategies for transferring assets, and discover common planning considerations for elderly clients. Don't miss this valuable opportunity - order today to learn from top professionals in the elder law field. Benefits for You •Avoid costly mistakes - learn how to make the right transfers at the right times •Discover how a commitment to ethical representation is essential •Go beyond the basics by learning how to handle special planning considerations •Get updates on Maine's Medicaid laws and requirements •Do what's best for your client - handle long term care planning with confidence and compassion Learning Objectives •You will be able to review medicaid planning. •You will be able to discuss long term care planning. •You will be able to explain ethical considerations. •You will be able to describe litigation issues in elder law.
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Why Lorman?

Over 33 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

Medicaid Planning
— Barbara A. Carlin, Esq.
  • Basic Criteria for Qualifying for Medicaid Coverage
  • Excluded Assets and Annuities
  • Transfer Penalty Rules, and Transfer to Spouses and Disabled Children
  • Planning Strategies and Options
Estate Recovery Act
— Barbara A. Carlin, Esq.
  • Overview of Maine's Estate Recovery Act and Regulations
  • Planning Strategies
Long-Term Care Planning After DOMA
— Matthew R. Dubois, Esq.
  • LGBT Long Term Care Planning After Marriage Equality and the End of DOMA
    • Domestic Partners and LTC
    • November 2012 Marriage Equality in Maine
    • June 2012 U.S. v. Windsor Decided
    • LTC Post DOMA
Incapacity Planning and Guardianship/Conservatorship
— Matthew R. Dubois, Esq. and Timothy M. Vogel, Esq.
  • Incapacity Planning and Procedures
    • Voluntary and Involuntary Actions
    • Maine Uniform Power of Attorney Act
    • Maine Health Care Decisions Act
    • Surrogate Health Care Decision Makers
  • Adoption of the Uniform Power of Attorney Act
  • Guardianship and Conservatorship
  • Involuntary Hospitalization
Long-Term Care Planning With or Without MaineCare
— Timothy M. Vogel, Esq.
  • How to Find, Get and Pay for Quality Care
    • Medicare
    • Income and Assets
    • Family Contributions
    • LongTerm Care Insurance
  • Be Careful About Wishing for MaineCare Eligibility - You May Get It
Ethical Considerations
— Timothy M. Vogel, Esq.
  • Who Is Your Client? To Whom Do You Owe Loyalty and Confidentiality?
  • Dealing With Elders, Family Members and Agents
  • Representing Impaired Clients Under the Rules of Professional Responsibility
Litigation Issues in Elder Law
— Nicholas H. Walsh, Esq.
  • Choice of Forum and Causes of Action
  • Whether to Litigate
  • Documenting Your Case
  • The Will Contest
Recent Case Law Update
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Why Lorman?

Over 33 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

Online Manual

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

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Why Lorman?

Over 33 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

Timothy M. Vogel, Esq. – Moderator

Vogel & Dubois, PA

  • Senior shareholder at the Portland law firm of Vogel & Dubois, PA
  • Practices in elder law, probate, trusts and estate planning
  • Presented seminars for older persons and their families, as well as legal, financial, accounting, insurance, and elder service professionals
  • His monthly elder law column appears in Maine Lawyers Review
  • Member of the National Academy of Elder Law Attorneys; past chair of the MSBA Elder Law Section, the current chair of its Education Community
  • J.D. degree, Case Western Reserve University; undergraduate degree, Brown University

Barbara A. Carlin, Esq.

Carlin & Associates, P.A.

  • Founder of Carlin & Associates, P.A.
  • Areas of practice include MaineCare planning and applications; public benefit and settlement planning; decedent’s estates; trusts; estate planning; estate and gift tax issues; supplemental needs trusts
  • Appointed member of the Probate Trust Law Advisory Commission, assisting in preparing legislation to rewrite the Maine Probate Code so it is consistent with the updated Uniform Probate Code
  • Frequent lecturer about elder law, estate planning, and disability issues
  • Former board member for Legal Services for the Elderly and former co-chair of the Elder Law Section of the Maine State Bar Association
  • Graduate, University of Maryland School of Law

Matthew R. Dubois, Esq.

Vogel & Dubois, PA

  • Partner at the law firm of Vogel & Dubois, PA
  • Focuses practice in the areas of elder law, estate planning, planning for aging and retirement, planning for LGBT persons and their families, and probate
  • Past chair of the Elder Law Section of the Maine State Bar Association and the past board president of the state wide advocacy group EqualityMaine
  • Has written numerous publications including Maine Seniors Must Plan for Long-term Care (Senior News, SMAA, January-February 2012, page 21) and Growing Old with a Lesbian or Gay Partner (American Bar Association, GP Solo Magazine, July 1, 2008)
  • J.D. degree, University of Maine School of Law in Portland; B.A. degree, Northeastern University in Boston
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Why Lorman?

Over 33 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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Pay once and get a full year of unlimited training in any format, any time!

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

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  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

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Product ID: 389551
Published 2014
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