Elder Law and Medicaid Planning Boot Camp

February 25, 2020

Attention Financial Advisors!

February 25, 2020

Embassy Suites Conference Center
12520 Westport Parkway
LaVista, NE 68128

INCLUDES: 6 HRS. CE Credit, Buffet Breakfast & Lunch, Free Book on Estate and Elder Law Planning

February 25, 2020

8:00a.m. – 4:30 p.m.
Embassy Suites Conference Center
12520 Westport Parkway
LaVista, NE 68128

Reserve Your Spot Now!

The Agenda

7:30 – 8:30 Registration & Breakfast Buffet

8:30 – 9:30   Estate Planning 101

         Matt Molettiere and Colin Kastrick, Attorneys 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

9:30 – 10:00  The SECURE Act

         Andrew Sigerson, Attorney at Law
  •  Explore the impact of the SECURE Act on your clients’ estate planning, retirement plan beneficiaries, and stretch-out IRAs

 10:00 – 10:15  Break

10:15 – 11:30  Managing Incapacity & Advanced Directives

         John Diamantis, 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
  • Health care power of attorney
  • End-stage medical condition
  • Life-sustaining treatment
  • Living wills
  • Revoking and countermanding instructions

11:30 – 12:00  Medicaid Planning For Long-Term Care (Introduction)

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
  • Proactive Planning vs. Crisis Planning
  • Medicaid Compliant Annuities
  • What is a “fair hearing”?

2:30 – 2:45      Break

2:45 – 3:30      Caregiver Support

         Stacey Harding, 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

4:30     Adjournment and CE Certificates

Image of Sigerson Book

The first 50 people to sign up for

The Elder Law and Medicaid Planning 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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