2017 DBA Elder Law Update (video replay)
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6.0 CLE Hours

8/29/2018
When: 08/29/2018
8:45am-4:45pm
Where: Dayton Bar Association
109 N. Main St., Ste. 600
Dayton, Ohio  45402-1129
United States
Contact: Jennifer Otchy


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2017 DBA Elder Law Update (video replay)

Wednesday, August 29, 2018 | 8:45am-4:30pm

6.0 CLE hours including 1.0 hour of Professional Conduct | Seminar #1819-014

Members $215 | Nonmember $300 | Passport $0

AGENDA:

Defining Elder Law; Medicaid Coverage for Nursing Homes; Countable Resources and Exempt Resources 

Michael J. Millonig, Esq.: Certified as an Elder Law Attorney by the National Elder Law Foundation, OSBA Board Certified Estate Planning Trust and Probate Specialist; C.P.A. Inactive.

 

The Changing Landscape of Long Term Care Insurance

As America ages, senior care options are beginning to make the headlines. Eighty million baby boomers are beginning to grapple with one major health expense that could wipe out their financial portfolio: long-term care. Randolph W. Gallas, CLTC, LTCP, is the owner of the Long Term Care Insurance Agency, LLC in Kettering, Ohio. He is an active member of the American Association for Long-Term Care Insurance (AALTCi) and a member of the Center for Long-Term Care Reform.

 

General Eligibility Rules for Home and Community Based Waiver Medicaid Programs - PASSPORT, Assisted Living, the Home Care Waiver, and the DD Waivers. 

This discussion will include the income and asset limitations, level of care, getting a care plan in place, patient liability, and appealing the decision.

Janet E. Pecquet, partner with Beckman Weil Shepardson LLC         

 

Trusts are Not Just for Rich People: Some Non-tax Planning Thoughts for Trust Drafting/Funding

James L. Jacobson, Esq. of Pickrel, Schaeffer and Ebeling, Co. L.P.A. and Brittany O’Diam Horseman, Esq., O'Diam & Stecker Law Group, Inc.

  

Planning Strategies for Asset Protection for Our Clients, Avoiding Estate Recovery & Question and Answer Period

Michael J. Millonig Esq.

 

Use and Abuse of Powers of Attorney: Drafting, Counseling and Protecting your Client from Abuse (1.0 hour professional conduct)

This presentation will address not only drafting, but counseling on the selection of the agent, the consideration of various clauses, "hot powers", cases in which the agency relationship has been abused.

Edward M. Smith of Nolan, Sprowl & Smith