CANHR's 2018 Upcoming Trainings & Events
Attorney Online Spring Training Series
All webinars will be held Wednesdays, from 12:00 to 1:30 pm
One and a half hours of MCLE available per session.
Wednesday, May 9th, 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
Wednesday, May 16th, 2018
Restitution and Financial Elder Abuse
This webinar will provide attorneys with information about various California statutes related to elder financial abuse and also give an overview of the restitution laws and resources that can be used to mitigate the devastating effect that the abuse has on the elders.
Presenter: Prescott Cole , CANHR Senior Staff Attorney
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