Gain insight into the world of Medicaid planning with this in-depth educational experience. Throughout this CLE series, we cover the entire Medicaid program with a strong emphasis on using Medicaid Compliant Annuities in your practice. You'll learn about common and advanced Medicaid Compliant Annuity strategies and Medicaid planning details that we don't cover anywhere else.
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Addressing security within your office is only half the battle. Unfortunately, your clients often don’t know how to protect their own data, and security is definitely a team sport. Learn how to discuss these issues with your clients during this ethics CLE session.
Elder law and estate planning attorneys know the realities of working with aging clients, but what happens if the individual you represent is no longer able to make clear decisions? Hear from guest presenter Chasity Sharp Grice as she discusses representing clients with diminished capacity during this ethics CLE session.
As your clients diversify their investment portfolios, there is an increasing likelihood they may accumulate assets that are hard to value. Hear from guest presenter Tara Faquir, co-founder and Chief Operating Officer of Trustate, as she discusses how to deal with atypical assets during an estate administration.
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