Elder Law: Basics of Elder Law From A-Z
Agenda
- Attorney/Client Relations (25 minutes)
- Aging population/demographics
- Who is the client?
- Family involvement
- Waivers and limited waivers
- Potential conflicts
- Preventive Documents (20 minutes)
- Powers of attorney
- Health care directives
- Trusts, revocable and irrevocable
- Choice of trustees and co-trustees
- Caregiver issues
- Determining Capacity (15 minutes)
- Attorney's duty to determine
- Testamentary vs. contractual
- Methods
- Documenting
- Undue influence and examples
- Importance of client's succession plan and support group
- Elder Abuse Laws and Resources (40 minutes)
- Physical and financial
- Civil vs. criminal
- Social services and private resources (Adult Protective Services, police, non-profits, geriatric care managers, housing)
- Break (15 minutes)
- Conservatorships/Guardianships (60 minutes)
- Alternatives
- Procedure
- Scope and types
- Who can petition, who should, who can serve
- Court-approved estate planning (trusts, transfers, gifts)
- Medicaid Planning (20 minutes)