Planning with Reverse Mortgages (Online Seminar)

MCLE Credits: 1.5
Ethics Credits Included: 0.0

MCLE Credit: 1.5 (Ethics: 0.0)
Live-Interactive Credit: 0.0
Price: $110 (Includes a downloadable audio version.)
Viewable Through: 1/31/2018


A pre-recorded streaming VIDEO replay of the February 2015 webcast, Planning with Reverse Mortgages .

This seminar has two purposes:

  • (1) To inform you on reverse mortgage basics, how reverse mortgages work, and when they may be beneficial to your clients;
  • (2) To explore some of the estate planning or long-term care planning that can be achieved with reverse mortgages.

The HECM (Home Equity Conversion Mortgage) loan represents 90% of all reverse mortgages. HECM loans are available for borrowers over age 62 who occupy the home as their principal residence. Borrowers may obtain cash monthly payments or a line of credit on their homes. Repayment is not required while the borrower is living in the house, or for up to 12 months thereafter.

You will learn answers to:

  • What are reverse mortgages and what types are there?
  • What are the traps?
  • Who should consider a reverse mortgage?
  • Where does one go to get a reverse mortgage?
  • Are any of them government sponsored?
  • How much money can my client get?

You will hear about the recent federal changes in:

  • Reverse mortgage purchases
  • Origination fees
  • HUD approval of mortgages
  • Counseling of mortgages

And you will develop strategies relating to the use of reverse mortgages in:

  • Helping your client downsize without selling the home
  • Their effect on Medicaid, SS, SSI, and estate recovery
  • Home health care
  • Supplementing income
  • Trusts

...and more

 To get the most out of this seminar, please try the AARP reverse mortgage calculator (using different ages, amount of current mortgage, home value, etc.) prior to the seminar at: This will make the presentation clearer and allow you to grasp the concept more quickly.



Joley L. Eason
ThompsonMcMullan, P.C. / Richmond

A native of Marion County, Georgia, Joley Eason graduated from the College of William & Mary. Thereafter, she attended the University of Pittsburgh, from which she received her Juris Doctorate and a Certificate in Health Law Administration, Finance, and Governance.
Ms. Eason’s practice focuses on:

  • Estate and Disability Planning
  • Estate and Trust Administration
  • Fiduciary Litigation
  • Guardianship and Conservatorship of Disabled and Incapacitated Adults
  • Medicaid and Long-Term Care Planning
  • Medicare Counseling and Advocacy
  • Social Security, Disability, Supplemental Security Income and Pension Benefit Assistance

Ms. Eason is a regular speaker and author on such topics as estate planning, mental health care, Medicaid, Medicare, long-term care, and disability planning.

Locations, Dates and Fees

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Our Address

  • 105 Whitewood Road
    Charlottesville, VA 22901


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