Topic: Case Studies in Elder Law for Paralegals
This session will use actual fact patterns to illustrate client cases in order to (1) identify a client who may benefit from planning with an elder law attorney; (2) review the long term care benefits including Medicare, Medicaid, Veterans Benefits and Long Term Care Insurance that may assist a client; and (3) understand the actual legal planning options, including Asset Protection Trusts, Medicaid Qualifying Annuities, Special and Supplemental Needs Trusts and In Marriage QDROs.
Speakers: Mary Frances Price
Mary Frances focuses her practice on serving individuals and families who are establishing an estate plan, revising an existing estate plan, or dealing with the legal, medical, and financial impacts of aging, chronic illness, and disability. She has counseled and advised hundreds of clients on their estate and elder care plans and provides effective and ethical legal guidance, helping clients make difficult decisions and navigate the complicated issues that arise during times of transition or when planning for the future.
Mary Frances is accredited to practice before the Department of Veterans Affairs and counsels and advises veterans and their families on accessing state and federal VA benefits. She drafted the chapter on Veterans Benefits for the Elder Law Handbook published by Minnesota Continuing Legal Education.
Mary Frances is a frequent speaker and community educator on a range of estate and elder law issues, including estate planning, asset protection, medical assistance planning, vulnerable adult issues, and veteran's benefits.
CLE has been applied for.
Member Cost: Free
Non-Member Cost: $15
Please register no later than February 8, 2022.
If you have any questions or concerns, please contact Shelly Doerr at email@example.com.
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