LawReviewCle > Local CLE Seminars

Elder Law: Basics of Elder Law From A-Z Agenda

  1. Attorney/Client Relations (9:15 AM – 9:55 AM)
    1. Aging population/demographics
    2. Who is the client?
    3. Family involvement
    4. Waivers and limited waivers
    5. Potential conflicts
  2. Preventive Documents (9:55 AM – 10:35 AM)
    1. Powers of attorney
    2. Health care directives
    3. Trusts, revocable and irrevocable
    4. Choice of trustees and co-trustees
    5. Caregiver issues
  3. Determining Capacity (10:35 AM – 11:00 AM)
    1. Attorney's duty to determine
    2. Testamentary vs. contractual
    3. Methods
    4. Documenting
    5. Undue influence and examples
    6. Importance of client's succession plan and support group
  4. Break (11:00 AM – 11:15 AM)
  5. Elder Abuse Laws and Resources (11:15 AM – 12:45 PM)
    1. Physical and financial
    2. Civil vs. criminal
    3. Social services and private resources (Adult Protective Services, police, non-profits, geriatric care managers, housing)
    4. Advising your clients (individuals and businesses) re: dealing with elders
    5. Other court procedures (tortious interference with estate plan, etc.)
  6. Break: Lunch (12:45 PM – 1:45 PM)
  7. Conservatorships/Guardianships (1:45 PM – 3:15 PM)
    1. Alternatives
    2. Procedure
    3. Scope and types
    4. Who can petition, who should, who can serve
    5. Court-approved estate planning (trusts, transfers, gifts)
  8. Break (3:15 PM – 3:30 PM)
  9. Medicaid Planning (3:30 PM – 4:15 PM)
  10. Marketing and Expanding Your Network (4:15 PM – 4:45 PM)