20th Annual Advanced Elder Law Seminar Materials - SALE!

Publication Date: September 2011
Available Formats: Print
Pages: 183

Information

Content Summary:

  • Recent Developments
  • Answering Your Elder-Law Client’s Financial Questions
  • Understanding Aid and Attendance: Conflicts Between
  • Planning For Veteran’s Disability Pension and Planning For Medicaid
  • Bankruptcy Primer For Elder Law Attorneys
  • Medicaid and Reverse Mortgages
  • Has Your Client Become a Victim?
  • Ethical v. Moral Dilemmas in Elder Law

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This publication provides insight and practical advice on an array of issues that are, or should be, on the minds and desks of experienced elder law attorneys. It reviews recent developments and provides ready-to-use tips, tools, and strategies to meet and exceed client expectations.

This comprehensive, stand-alone publication is direct from a September 2011 seminar cosponsored by the Virginia Academy of Elder Law Attorneys (VAELA). It is available in print or searchable PDF via immediate download or CD-ROM. Click here for more information on electronic books.

Table of Contents

TABLE OF CONTENTS

I. RECENT DEVELOPMENTS

R. Shawn Majette, ThompsonMcMullan, P.C. / Richmond

 

II. ANSWERING YOUR ELDER-LAW CLIENT’S FINANCIAL QUESTIONS

Mark Cohen, Cohen & Burnett, PC / McLean

 

I. Financial Services and Products

A. Licensing Requirements

B. Securities

C. Registered Investment Advisor

D. Insurance

E. Banking

F. Media

G. Titles and Credentials

 

II. A Formal Financial Plan

 

III. General Standards by Which All Products Should Be Evaluated

 

IV. Specific Examples

A. Annuities

B. Long Term Care Insurance

C. Reverse Mortgages

D. STOLI

E. Mutual Fund

F. Municipal Bonds

 

III. UNDERSTANDING AID AND ATTENDANCE: CONFLICTS BETWEEN

PLANNING FOR VETERAN’S DISABILITY PENSION AND PLANNING FOR

MEDICAID

Christopher M. McCarthy, White & McCarthy, LLP / Midlothian

 

I. Overview of VA Benefits for Disabled Veterans

 

II. What is Aid & Attendance?

 

III. Effect of Medicaid Eligibility on Disability Pension

 

IV. Miscellaneous Issues When Planning for VA Disability Pension

The Benefits Available

Table 1

Table 2

 

IV. BANKRUPTCY PRIMER FOR ELDER LAW ATTORNEYS

David R. Ruby, ThompsonMcMullan, P.C. / Richmond

 

I. Introduction

 

II. The Principal Players

 

III. Applicable Types of Bankruptcy Cases

 

IV. Certain Key Concepts

 

V. Creditor Pressure Points in Bankruptcy Cases

Principal Virginia Homestead and Other Bankruptcy Exemptions

 

V. MEDICAID AND REVERSE MORTGAGES

R. Shawn Majette, ThompsonMcMullan, P.C. / Richmond

 

HOME SWEET HOME: VALUATIONS AND PROTECTION OF THE MEDICAID

EXCLUSION

 

I. Homeowner Statistics: Sutton’s Law, or Where The Money Is

 

II. Medicaid Treatment of the Home

 

Appendix A: The Home

 

Appendix B: Real Property Following Reasonable But Unsuccessful Efforts

To Sell

 

Appendix C: Substantial Home Equity Precludes Eligibility For LTC

 

Appendix D: Transfers That Do Not Affect Eligibility

 

Appendix E: Promissory Notes, Loans, And Property Agreements

 

Appendix F: Purchase Of A Promissory Note, Loan, Or Mortgage On Or After

February 8, 2006

 

REVERSE MORTGAGE ESTATE PLANNING IN THE ELDER LAW CONTEXT

 

1. The HECM Reverse Mortgage

 

2. Reverse Mortgage In The Context Of SSI And Medicaid

 

3. Reverse Mortgage to Avoid Foreclosure and Creditor Process

 

4. HECM Resources

 

5. FHA-Approved Reverse Mortgage Lenders In Virginia

 

Appendix 1

 

Appendix 2

 

VI. HAS YOUR CLIENT BECOME A VICTIM?

Andrew H. Hook, Oast & Hook / Virginia Beach

 

I. Background and Statutory History

 

II. Virginia Definitions

 

III. Indicators and Warning Signs of Elder Abuse

 

IV. Special Note on Self-Neglecting Adults

 

V. Victim Characteristics

 

VI. Financial Exploitation: What Can You Do To Protect Your Clients

 

VII. Legal Responses: Mandatory and Voluntary Reporting Statute

§ 63.2-1606

 

VIII. Preventative Voluntary Techniques

 

IX. Legal Responses—Involuntary Protective Services

 

X. Emergency Order for Protective Services

 

XI. Guardianship and Conservatorship

 

XII. Other Remedies

 

XIII. Selected Criminal Charges

 

XIV. Summary Points

 

Elder Abuse: Contacts, Resources, and Websites

 

VII. ETHICAL V. MORAL DILEMMAS IN ELDER LAW

Kevin B. Rack, Rack & Olansen, P.C. / Virginia Beach

 

I. Introduction

 

II. The Rules of Professional Conduct

 

III. The Blended Family Challenges

 

IV. Estate Planning for a Client with Diminished Capacity

 

V. Appointment of Guardian for an Incapacitated Client

 

VI. Summary

 

Authors

R. Shawn Majette

 

 Mark Cohen

Christopher M. McCarthy

David R. Ruby

Andrew H. Hook

Kevin B. Rack

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