Testimonials

"Thanks a ton for the very professional job you did for us and on behalf of my mother. You treated her like the queen she truly is. A very enjoyable experience and will not hesitate to reference you (Justin Cohee) and Evan's law firm."
-- Jim L. (Reston,VA)

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Seminars for Attorneys and Senior Serving Professionals

Upcoming Seminars

Asset Protection for the Middle Class: Using Income Only Trusts for True Asset Protection

Teleconference on Monday, April 7, 2014 from 12 - 1:30 pm EST. Click here for more details.

Description

Income only trusts should be in the arsenal of every estate planning attorney, asset protection attorney, and elder law attorney, regardless of the client’s level of wealth.

Join esteemed elder law attorneys Evan H. Farr and Richard Hughes for this 90-minute CLE program on modern asset protection using the income only trust , which will focus on why and how the income only trust works.

What You WIll Learn

This cutting-edge program will examine:

  • why assets in a properly-drafted income only trust are exempt for Medicaid purposes when clients find themselves needing nursing home care;
  • why and how a properly-drafted income only trust can protect the assets of clients from probate, lawsuits, and long-term care expenses;
  • how to create a variation of the income only trust that makes assets exempt for veterans wishing to obtain the Veterans Aid and Attendance Special Pension benefit;
  • whether the settlor can act as trustee of the trust, even though the trust is irrevocable;
  • how a properly-drafted income only trust can be used by wealthy clients who want to preserve their wealth and, more importantly, by middle class clients who want to preserve their dignity and quality of life when assisted living or nursing home care becomes a reality
  • whether the settler can be given the power to remove a trustee;
  • the five types of assets that should be funded into these asset protection trusts, and the two types of assets that should not;
  • whether the settlor can be given the power to change the beneficiaries of the trust.

 

Who Should Attend

This accredited continuing legal education program from ALI CLE will benefit attorneys who practice estate planning law, elder law, asset protection law, and general practitioners who advise clients on asset protection.

Medicaid Planning

Seminar on Wednesday, February 26, 2014 from 9:00 am - 4:30 pm EST. Click here for more details.

Location: Waterford at Fair Oaks, 12025 Lee Jackson Memorial Highway, Fairfax, VA 22033

Program Description

Skyrocketing health and long-term care costs are putting added pressure on your aging clients to find a way to afford assisted care. This focused course is dedicated to helping you offer the most current and effective Medicaid planning. Get detailed instruction on fulfilling all four eligibility criteria, with special focus on excluded assets, qualifying transfer techniques, same-sex couples planning, and estate recovery rules. Register today!


•Hear the latest changes to in-home care services coverage under the ACA and PACE.
•Clear up out-of-state coverage issues before applying for Medicaid.
•Find new ways to transfer assets without risking eligibility.
•Can a gay couple claim CSRA? Find the answer to this and other questions raised by the recent DOMA repeal.
•Determine what assets count as "without saleable value" for purposes of qualified transfers.
•Walk through the Medicaid application, hearing and appeal steps; and get tips on speeding up the process.
•Prevent malpractice with legal ethics guidance tailored to Medicaid practice challenges.
•Make better use of waivers and estate recovery exemptions.

Who Should Attend


This basic-to-intermediate level seminar will give you all the information you'll need to qualify clients for Medicaid and is designed for:


•Attorneys
•Paralegals
•Nursing Home Administrators
•Accountants and CPAs
•Financial Planners
•Investment Advisers
•Geriatric Care Managers 

Course Content


I.Is Medicaid Right for Your Client?
II.Excluded vs. Countable Assets
III.Income Eligibility
IV.Qualifying Asset Transfers: Which Techniques Work
V.Application Process, Appeals and Post-Eligibility Issues
VI.Legal Ethics
VII.Same-Sex Couples Medicaid Planning after DOMA Repeal

Continuing Education Credit


Continuing Legal Education – CLE: 6.00

Financial Planners – Financial Planners: 7.00

National Association of Board of Nursing Home Administrators – NAB/NCERS: 6.00

National Association of State Boards of Accountancy – CPE for Accountants: 7.00 *

* denotes specialty credits

Past Professional Seminars

Using Trusts in Medicaid and Veteran's Asset Protection Planning

Live Teleconference on Friday, January 24, 2014 from 10 am -11:30 am EST. Click herefor more details.

Program Description

Helping Clients Plan for Medicaid and VA Benefits Eligibility

Both Medicaid and VA benefits have extremely stringent financial requirements in order to qualify for benefits. So strict are the requirements that many applicants who sorely need the assistance fall through the cracks. This focused legal briefing will give you guidance on using simple trusts to help future claimants qualify for VA and Medicaid assistance. Register today!

  • Review the eligibility requirements.
  • Answer core questions of choosing the right trust structure for Medicaid asset protection.
  • Understand unique rules for distributions and trustee requirements these trusts must abide by.

Who Should Attend

This focused legal briefing is designed for attorneys. It will also benefit estate and financial planners, accountants and CPAs, social workers, and paralegals.

Course Content

  • Medicaid Financial Eligibility Rules
  • Medicaid Benefits
  • Veteran's Pension (Including Aid and Attendance and Housebound Benefits) Eligibility Rules
  • Veteran's Pension Benefits
  • Where to Find the Relevant Law?
  • Structuring Trusts for Medicaid Asset Protection and Veteran's Asset Protection
  • Practice Tools

CLE Credit information: Find out more here.

----

Asset Protection for the Middle Class: Using Income Only Trusts for True Asset Protection

Tuesday, November 19, 2013 from 12 noon – 1:30 p.m. Clickherefor more details .

Description

Income only trusts should be in the arsenal of every estate planning attorney, asset protection attorney, and elder law attorney, regardless of the client’s level of wealth.

Join esteemed elder law attorneys Evan H. Farr and Richard Hughes for this 90-minute CLE program on modern asset protection using the income only trust , which will focus on why and how the income only trust works.

What You WIll Learn

This cutting-edge program will examine:

  • why assets in a properly-drafted income only trust are exempt for Medicaid purposes when clients find themselves needing nursing home care;
  • why and how a properly-drafted income only trust can protect the assets of clients from probate, lawsuits, and long-term care expenses;
  • how to create a variation of the income only trust that makes assets exempt for veterans wishing to obtain the Veterans Aid and Attendance Special Pension benefit;
  • whether the settlor can act as trustee of the trust, even though the trust is irrevocable;
  • how a properly-drafted income only trust can be used by wealthy clients who want to preserve their wealth and, more importantly, by middle class clients who want to preserve their dignity and quality of life when assisted living or nursing home care becomes a reality
  • whether the settler can be given the power to remove a trustee;
  • the five types of assets that should be funded into these asset protection trusts, and the two types of assets that should not;
  • whether the settlor can be given the power to change the beneficiaries of the trust.

Who Should Attend

This accredited continuing legal education program from ALI CLE will benefit attorneys who practice estate planning law, elder law, asset protection law, and general practitioners who advise clients on asset protection.

Protecting Assets While Qualifying for Medicaid

90 Minute Live Teleseminar CLE: Tuesday, September 17, 2013 from 11 a.m. - 12:30 p.m. Eastern Time

Program Description

Middle class Americans seeking asset protection cannot afford to ignore the potentially devastating costs of nursing home and other long-term care. Nursing homes are among the most common and largest creditors an average American is likely to face in his or her lifetime, but only about 10% of the population has Long-Term Care Insurance. For the other 90%, Medicaid is the primary source of payment, so a basic understanding of the Medicaid asset protection process is vital for all professionals who work with seniors and their families. This course provides an overview of asset protection concepts and strategies that elder law attorneys can use to legally and ethically protect assets while facilitating earlier Medicaid eligibility.

June 21, 2013- Using the Living Trust PlusTM for Medicaid and Veteran's Asset Protection Planning4.5-Hour Encore Video Broadcast CLE: Hosted by myLaw CLE

Program Description

Whether you’re clients are rich, poor, or somewhere in between, they cannot afford to ignore the potentially devastating costs of nursing home care and other types of long-term care. Both Medicaid and Veterans Aid and Attendance benefits have extremely stringent financial requirements in order to qualify for benefits. So strict are the requirements that many applicants who sorely need the assistance fall through the cracks. This intense 4-hour seminar will teach you the eligibility requirements for both Medicaid and the Veterans Aid and Attendance benefit, and provide you the in-depth guidance you need to create the Living Trust PlusTM -- Evan Farr's proprietary asset protection trust used by attorneys across the country to help claimants qualify for Medicaid and Veteran’s assistance.

May 21, 2013: Using the Living Trust PlusTM for Medicaid and Veteran's Asset Protection Planning, 4-Hour Live Video Broadcast CLE: Tuesday, from 4 Hour CLE Hosted by myLaw CLE

December 21, 2012: Using Trusts in Medicaid and Veteran's Asset Protection Planning, 90-minute National CLE Presented Live via Teleseminar for the National Business Institute and West Continuing Education. NBI Course Description available at: http://tinyurl.com/NBI-61398SADM

June 2012: Trusts 101, All Day Live CLE Presented in Fairfax, VA for the National Business Institute.

March 2012: Protecting Assets While Qualifying for Medicaid, 90-minute National CLE Presented Live via Teleseminar and Webcast for the National Business Institute and West Continuing Education.

February 2012: Qualifying for Medicaid Long-Term Care Programs, 90-minute National CLE Presented Live via Teleseminar for the National Business Institute and West Continuing Education.

October 2011:Protecting Assets While Qualifying for Medicaid, 90-minute National CLE Presented Live via Teleseminar for the National Business Institute and West Continuing Education.

May 23, 2011: Resolving Legal and Financial Issues in Elder Care, All Day Live CLE Presented in Fairfax, VA for the National Business Institute.

May 18, 2011: Reverse Mortgages From An Elder Perspective: The Good, The Bad & The Ugly, 90-minute National CLE Presented Live via Teleseminar and Webcast for the National Business Institute and West Continuing Education.

Sep. 14, 2010: Asset Protection for the Middle Class: Strategies for Estate Planners, 60-minute National CLE Presented Live via Teleseminar for the National Constitution Center.

August 13, 2010: Qualifying for Medicaid Long-Term Care Programs and Preserving Family Assets,90-minute National CLE Presented Live via Teleseminar and Webcast for the National Business Institute and West Continuing Education. For more details or to purchase, call NBI at 1-800- 930-6182 and ask about product #53719CDRA.

August 5, 2010:Asset Protection for the Middle Class: Using Income-Only Trusts for True Asset Protection, 90-minute National CLE Presented Live via Teleseminar and Webcast for ALI-ABA.

March 18, 2010: Protecting Assets While Qualifying for Medicaid, 90-minute National CLE Presented Live via Teleseminar and Webcast for the National Business Institute and West Continuing Education. For more details or to purchase, call NBI at 1-800- 930-6182 and ask about product #52395CDRA.

February 11, 2010: Using Income Only Trusts for Medicaid (and General) Asset Protection,60-minute National Webinar and Teleconference Presented Live for Elder Law Answers.

Jan 14, 2010: Asset Protection for the Middle Class: Using Income-Only Trusts for True Asset Protection, 90-minute National CLE Presented Live via Teleseminar and Webcast for ALI-ABA (ALI-ABA conducted 5 encore presentations later in 2010.)

November 7, 2009 – Income Only Trusts to Qualify for Public Benefits,60-minute National CLE Presented Live for the National Academy of Elder Law Attorneys at the NAELA 2009 Double Header Program - Introduction to Special Needs & Elder Law, held at the Hyatt Regency in Jersey City, New Jersey.

September 17, 2009: Planning and Using Income-Only Trusts for Medicaid and Traditional Asset Protection, 90-minute National CLE Presented Live via Teleseminar and Webcast for the National Business Institute. For more details or to purchase, call NBI at 1-800- 930-6182 and ask about product #50812CDRA.

July 7, 2009: Planning and Defending Asset-Protection Trusts,60-minute National CLE Presented Live via Teleseminar and Webcast for ALI-ABA.

November 13, 2008: The Use of Trusts in Asset Protection Planning,90-minute National CLE, Presented Live via Teleseminar for the National Business Institute. For more details or to purchase, call NBI at 1-800- 930-6182 and ask about product #47193CDRA.

Reverse Mortgages From An Elder Perspective: The Good, The Bad & The Ugly (NBI 2011)


Protecting Assets While Qualifying for Medicaid (VAELA 2011)

Strategies for Non-Married Crisis Planning (NAELA 2011)

Protecting Assets While Qualifying for Medicaid (NBI 2010)

Estate Planning for Client with Chronic Illness (Univ. of Richmond 2010)

Qualifying for Medicaid Long-Term Care Programs and Preserving Family Assets (NBI 2010)

Asset Protection for the Middle Class: Strategies for Estate Planners (National Constitution Center 2010)


Asset Protection For The Middle Class: Income-Only Trusts & Medicaid Asset Protection (ALI-ABA 2009)


Planning and Defending Asset-Protection Trusts (ALI-ABA 2009)


Asset Protection for the Middle Class: Using Income-Only Trusts for True Asset Protection (ALI-ABA 2009)


Planning and Using Income-Only Trusts for Medicaid and Traditional Asset Protection (NBI 2009)


Using Income Only Trusts to Qualify for Public Benefits (NAELA, 2009)


Long-Term Care Insurance: What Is It and Who Needs It? (Virginia CLE, 2008)

Funding a Special Needs Trust: How Much is Enough? (NAELA, 2008)


Demystifying Asset Protection Vehicles: The Use of Trusts in Asset Protection Planning (NBI 2008)


Medicaid Practice and Appeals (NBI, 2007)


Virginia Medicaid Waiver (NBI, 2007)


Asset Protection Using Trusts (NBI, 2007)


Trigger Provisions Creating Special Needs Trusts (NAELA, 2007)


Paying for Long-Term Care (NBI, 2007)


Fundamentals of Elder Law (NBI, 2007)

Tuesday, November 19, 2014

12 noon – 1:30 p.m.
Why You Should Attend

Income only trusts should be in the arsenal of every estate planning attorney, asset protection attorney, and elder law attorney, regardless of the client’s level of wealth.

Join esteemed elder law attorneys Evan H. Farr and Richard Hughes for this 90-minute CLE program on modern asset protection using the income only trust , which will focus on why and how the income only trust works.

What You Will Learn

This cutting-edge program will examine:

why and how a properly-drafted income only trust can protect the assets of clients from probate, lawsuits, and long-term care expenses

why assets in a properly-drafted income only trust are exempt for Medicaid purposes when clients find themselves needing nursing home care

how to create a variation of the income only trust that makes assets exempt for veterans wishing to obtain the Veterans Aid and Attendance Special Pension benefit

whether the settlor can act as trustee of the trust, even though the trust is irrevocable

how a properly-drafted income only trust can be used by wealthy clients who want to preserve their wealth and, more importantly, by middle class clients who want to preserve their dignity and quality of life when assisted living or nursing home care becomes a reality

whether the settler can be given the power to remove a trustee

the five types of assets that should be funded into these asset protection trusts, and the two types of assets that should not

whether the settlor can be given the power to change the beneficiaries of the trust

Who Should Attend

This accredited continuing legal education program from ALI CLE will benefit attorneys who practice estate planning law, elder law, asset protection law, and general practitioners who advise clients on asset protection.

PLANING CHAIR

Evan H. Farr , Farr Law Firm, Fairfax, Virginia

FACULTY

Richard H. Hughes , The Hughes Law Firm, Denver

PROGRAM SCHEDULE

12 noon Asset Protection for the Middle Class: Using Income Only Trusts for True Asset Protection

1:30 p.m. Adjournment

Total 60-minute hours of instruction: 1.5; Total 50-minute hours of instruction: 1.8

Suggested Prerequisite: Experience in estate planning, and familiarity with current asset protection strategies, which include income-only trusts.

Educational Objective: To learn how to use income-only trusts to protect the assets of both wealthy and middle class clients.

Level of Instruction: Intermediate