Online Trainings for Attorneys
California Advocates for Nursing Home Reform
2018 Attorney Online Spring Training Series
All webinars will be held Wednesdays, from 12:00 to 1:30
One and a half hours of MCLE available per session.
Wednesday, May 23rd, 2018
Achieving Better Life Experience Using ABLE Accounts for Your Special Needs Clients
This webinar will begin with ABLE Account basics, and then explain their strengths and weaknesses in protecting the public benefits of your clients with a disability (including but not limited to Supplemental Security Income and Medi-Cal). Finally, the webinar will focus on how can prepare for their use in your estate planning and how you can employ them in your practices right now in conjunction with special needs trusts.
Presenter: Gregory Wilcox, is a private practitioner in Berkeley, CA
Wednesday, May 30th, 2018
Trusts and Medi-Cal Planning
An overview of trusts in the Medi-Cal setting, in the framework of federal and California law and regulations, hints on how the county welfare workers look at trusts, and suggestions for dealing with revocable, irrevocable, and special needs trusts in your planning practice. We’ll then look at some problem areas and special situations, including the well spouse’s planning for the Medi-Cal spouse, using simple trusts to avoid recovery, and using the court as an eraser of A-B trusts.
Presenter: Peter S. Stern is a private practitioner in Palo Alto, California
All sessions are scheduled from 12:00 noon to 1:30 pm and are certified for 1.5 hours of MCLE credits.
All registered attendees will receive a confirmation email from Go To Webinar after registration with detailed instructions for how to join the webinar. In addition, CANHR will send a reminder email the day before the webinar. Please email firstname.lastname@example.org or 415-974-5171 for more information or questions.