MEMBER CENTER
This annual staple for Tennessee attorneys provides an in-person learning experience, allowing you to meet with other professionals sharing your focus. Sessions include undue influence, Medicaid/TennCare, annuities, law firm management, VA Benefits, ethics and more.
COURSE MATERIAL
SESSION ONE: A PRACTICAL APPROACH TO MEDICAID
This session will include practical Medicare, Estate Planning, and Medicaid strategies to help your clients navigate the long-term health care (nursing home and home) system to help them get where they need to be from a care and financial perspective.
Bryson Eubanks, Clements & Eubanks
Joshua Bey, Johnson McGinnis Elder Care Law
Joshua Hunter, Johnson McGinnis Elder Care Law
SESSION TWO: MEDICAID COMPLIANT ANNUITY BEST PRACTICES & CASE STUDIES
IRAs can pose a challenge to attorneys engaging in Medicaid planning, but a properly structured Medicaid Compliant Annuity can help. This session will explore strategies for spending down your client's IRA, how IRAs are treated under the Medicaid program, best practices for structuring the annuity and how to avoid taxes when transferring the account.
David Currie, Krause Financial
SESSION THREE: ETHICS & UNDUE INFLUENCE
Mistreatment of elders in our society has increased over time. How do you determine the difference between influence and undue influence? How do you determine what you can and can’t do when the client has diminished capacity? This presentation will examine different types of elder abuse and how can lawyers combat it.
Amy Bryant, Office of Conservatorship Management
Barbara Moss, Elder Law of Nashville
SESSION FOUR: EVERYTHING YOU EVER NEEDED TO KNOW ABOUT VA BENEFITS... ALMOST!
This one-hour primer will hit the highlights of VA non-service connected pension, service connected compensation, the survivors pension and Dependency and Indemnity Compensation. Included will not only be the fundamentals of eligibility, but also the basics of filing claims, handling denials and how to appeal. Included will be pro-tips that will elevate your practice and provide you more confidence in all of your dealings with the VA.
Chris Johnson, Johnson McGinnis Elder Care Law
SESSION FIVE: COMPLEX DISCHARGES
This session will cover commonly encountered problems when placing a ward discharged from a hospital and helpful remedies for lawyers.
JennyLynn Carey, JL Carey & Assocs.
Karl Warden, Attorney at Law
SESSION SIX: OFFICE SYSTEMS & AI
This session will cover ways to make your practice more efficient. Panelists will discuss traditional efficiency practices, ways to introduce AI and other tips to implement into your business.
Barbara McGinnis, Johnson McGinnis Elder Care Law
John Toy, Parker Toy & Associates
