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This program is designed for attorneys new to the practice, or those looking to brush up on their knowledge in this area. The topics will provide an overview for the intangibles of Elder Law, including powers of attorney, estate recovery, reverse mortgages, how clients can find and afford health care in retirement, ethics and more. Don’t miss this opportunity to learn from seasoned practitioners providing the information you need to stay on top of developments and changes in the field.
COURSE MATERIAL
SESSION ONE: ETHICS IN ELDER LAW – REMOTE REPRESENTATION AND OTHER CHALLENGES
This session will cover the ethical ramifications of some of the situations that have arisen during the pandemic, such as virtual interviewing, remote execution/notarization/witnessing, increased fiduciary representation, etc.; and the application of TN Rules of Professional Conduct and NAELA Aspirational Standards.
Donna Harkness, University of Memphis Elder Law Clinic
SESSION TWO: DURABLE POWERS OF ATTORNEY
This session will cover creating custom durable powers of attorney by identifying clients' needs, and potentials for abuse.
Glen Kyle, Franklin & Kyle Elder Law
SESSION THREE: HOW WILL OUR CLIENTS AFFORD HEALTH CARE IN RETIREMENT
How will our clients pay for healthcare in retirement? This session will discuss the sources of payment including private assets, long term care insurance, Medicare, VA Aid & Attendance and Medicaid (TennCare). It will also provide an outline of the requirements to qualify for benefits.
Barbara Moss, Elder Law of Nashville
SESSION FOUR: TENNCARE CHOICES ELIGIBILITY – PRE-ADMISSION EVALUATIONS
This session will cover the intangibles of TennCare CHOICES eligibility, including primary references, pre-admission process, function measures and scoring, the care gap and appeals.
PowerPoint Presentation | Acuity Score Grid
Pam Wright, The Wright Law Firm
SESSION FIVE: GETTING OUR CLIENTS ON TENNCARE
Topics covered in this presentation include how assets are treated; age, marriage status, income and timing considerations; and how government benefit programs work together
Bryson Eubanks, Kane and Crowell
SESSION SIX: LIFE CARE PLANNING
Life Care Planning is a relatively new approach within the specialty of elder law. Law firms that practice this unique, elder-centered specialty of elder law are called Life Care Planning Law Firms. Life Care Planning Law Firms usually offer an inter-disciplinary team that works together to identify present and potential future care needs, locate appropriate care, and ensure high-quality care.
Tim Takacs, Takacs McGinnis
SESSION SEVEN: ESTATE RECOVERY
This session will cover the basics of estate recovery, including what to expect, the process and procedures involved, and the importance of planning to avoid estate recovery where possible.
John Toy, Parker Toy & Associates