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Elder Law
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Online Seminar (Audio & Video)
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Elder Law Roundup: Substance and Practice
6.50 Total CLE Units, 1.00 of which may be applied toward Ethics
Price: $195.00 (provides online access for 2 months after purchase).
Course №:1*2224
Duration: 5 Hours 52 Minutes
Original Program Date: Friday, October 1, 2010
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  Item Description | Credit Information | Faculty | Course Materials
Item Description Back to top

A team of veteran elder law practitioners have corralled information to help you respond to a range of client needs while developing your elder law expertise and your practice.

Learn how to steer clients who need help paying for long-term care through the complex eligibility requirements for Medicaid and VA Aid and Attendance benefits. Get the tools to create an income cap trust, including the deductions and reserves allowed in the distribution plan. Discover when to use a special needs trust, what type to use, who can be the settlor, and how to draft crucial provisions. Gain the skills to customize powers of attorney to target client goals, including defining when the agent will take the reins. Explore confidentiality and other ethical concerns that affect reporting suspected elder abuse. Brand your practice as elder-friendly.

Cosponsored by the Elder Law Section.

To purchase CD or DVD products for this seminar, please call the OSB CLE Service Center at (503) 431-6413, toll-free in Oregon at (800) 452-8260, ext. 413.

Seminar Topics Individual segments—Click icon to:
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Medicaid and Other Public Benefits

  • Navigating the system
  • Analyzing eligibility
  • Advising clients

Penny L. Davis, Davis Pagnano McNeil & Vigna LLP, Portland

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Benefits and Issues for Veterans

  • Programs and eligibility requirements
  • Aid and attendance benefits for long-term care
  • Relationship to Medicaid

Monica D. Pacheco, Douglas Conroyd & Gibb, Salem

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Drafting Special Needs Trusts

  • When to use a special needs trust
  • Types of special needs trusts
  • Drafting tips

Michael J. Edgel, Fitzwater Meyer LLP, Portland
Melanie E. Marmion,
Fitzwater Meyer LLP, Portland

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Crafting Powers of Attorney

  • Expanding and limiting agent’s powers of attorney
  • Springing powers of attorney
  • Protecting against abuse

Jason C. Broesder, Arant & Broesder LLC, Medford

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Income Cap Trusts

  • Countable income for Medicaid
  • Distribution plans
  • Funding and other practical issues
  • Agency policies on support orders

Julie E. Lohuis, Yazzolino and Lohuis LLP, Portland

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Ethics: Reporting Elder Abuse

  • Ethical responsibilities to clients and third parties when abuse is suspected
  • Protective action for clients with diminished capacity
  • Confidentiality

Allison D. Rhodes, Hinshaw & Culbertson LLP, Portland
Dayna E. Underhill, Hinshaw & Culbertson LLP, Portland

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Improving Your Elder Law Practice

  • Making your practice elder-friendly
  • Creating resources for clients
  • Pro bono and community involvement

Heather O. Gilmore, Heather O. Gilmore PC, Salem
Mark M. Williams, Gaydos Churnside & Balthrop, Eugene

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Please note that it may take up to 30 days after you complete an online seminar for it to appear on your online MCLE Compliance Report at www.osbar.org.

Listening to an MP3 download is considered self-study and should be reported on OSB MCLE Form 6 (Contemporaneous Individual Screening Log). For reporting questions, please visit http://www.osbar.org/mcle or call the OSB MCLE Department at (503) 431-6368 or toll-free in Oregon at (800) 452-8260, ext. 368.

Credit Information Back to top
6.50 Total CLE Units, 1.00 of which may be applied toward  Ethics

Faculty Back to top
Jason C. Broesder, Arant & Broesder LLC, Medford
Penny L. Davis, Pagnano McNeil & Vigna LLP, Portland
Michael J. Edgel, Fitzwater Meyer LLP, Portland
Heather O. Gilmore, Heather O. Gilmore PC, Salem
Julie E. Lohuis, Yazzolino and Lohuis LLP, Portland
Melanie E. Marmion, Fitzwater Meyer LLP, Portland
Monica D. Pacheco, Douglas Conroyd & Gibb, Salem
Allison D. Rhodes, Hinshaw & Culbertson LLP, Portland
Dayna E. Underhill, Hinshaw & Culbertson LLP, Portland
Mark M. Williams, Gaydos Churnside & Balthrop, Eugene

Course Materials Back to top

icon_acrobatCourse materials (232 Pages, 2 MB)
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