Elder Advocacy Boot Camp Logo

October 15, 2019

Attention Health Care Professionals!

October 15, 2019

Embassy Suites Conference Center
Dapper Ballroom
12520 Westport Parkway
LaVista, NE 68128

October 15, 2019

Embassy Suites Conference Center
Dapper Ballroom
12520 Westport Parkway
LaVista, NE 68128

Reserve Your Spot Now!

The Agenda

7:30 – 8:30 Registration & Breakfast Buffet

8:30 – 10:00    Estate Planning to Address Elder Law Issues

         Matt Molettiere, Attorney at Law
  • Avoiding undue influence by family and acquaintances
  • Wills and the probate process
  • Revocable trusts—avoiding probate
  • Irrevocable trusts—why there’re used for asset protection
  • Special needs trusts—providing for the disabled
  • Outside probate: joint interests & beneficiary designations
  • Using long-term care insurance and life insurance to protect assets
  • Irrevocable burial reserves
  • Intersection of estate planning and financial planning

10:00 – 10:15  Break

10:15 – 11:00  Managing Incapacity

         Stacey Harding, Attorney at Law
  • Legal definitions of capacity
  • Recognizing incapacity
  • Legal implications of dementia
  • Powers of attorney in-depth
  • Guardianship process in NE and IA
  • Using a trust to manage capacity
  • Protecting against exploitation

11:00 – 12:00  Advance Directives

         Colin Kastrick, Attorney at Law
  • Health care power of attorney
  • End-stage medical condition
  • Life-sustaining treatment
  • Living wills
  • Revoking and countermanding instructions

12:00 – 1:00 Lunch Buffet 

1:00 – 2:30      Medicaid Planning for Long-Term Care

         Dan Stuenzi, Chief of Staff, Legacy Design Strategies Law Firm
  • Basic requirements
  • Current look-back period rules
  • Exempt and non-exempt assets; exempt transfers
  • Rules for married couples
  • Gifting rules and penalties
  • Rules on spending down to qualify
  • What is a “fair hearing”?

2:30 – 2:45      Break

2:45 – 3:30      Caregiver Support

         Andria Mueller, Attorney at Law
  • Importance of family caregivers
  • Caregiver agreements & contracts—family & non-family
  • Compensation for caregivers—family and non-family
  • Addressing family dynamics proactively
  • Finding housing when family can no longer provide care

3:30 – 4:30      Understanding Alzheimer’s and Dementia

         Terry Glover, The Alzheimer’s Association
  • Explores the relationship between Alzheimer’s disease and dementia
  • Examines what happens in a brain affected by Alzheimer’s
  • Details the risk factors for and three general stages of the disease
  • Identifies FDA-approved treatments available to treat some symptoms
  • Looks ahead to what’s on the horizon for Alzheimer’s research
  • Offers helpful Alzheimer’s Association resources

4:30     Adjournment and CE Certificates

Image of Sigerson Book

The first 50 people to sign up for

The Elder Advocacy Boot Camp will receive a copy of our newest hard cover book, “The Family Estate Planning & Elder Law Guide”,

a $29.99 value!

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The first 50 people to sign up

for the Elder Advocacy Boot Camp will receive a copy of our newest hard cover book, “The Family Estate Planning & Elder Law Guide”,

a $29.99 value!

Image of Sigerson Book