Elder Law Forum 2019: 3.75 General Hours

Courses Included

• Elder Law 2019: Protecting IRA’s through Medicaid Compliant Annuities
  
  

  This course will discuss the effect an IRA has on your client’s Medicaid eligibility and will review how a Medicaid Compliant Annuity can help them qualify for benefits without liquidating the account. Also included are case examples to better understand the strategies and considerations involved with IRA-MCA planning.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  Speakers/Producers

  

  • Dale Krause, Krause Financial Services, De Pere
    Dale M. Krause, J.D., LL.M. is the President and CEO of Krause Financial Services – a Wisconsin-based firm that specializes in crisis Medicaid planning through the use of Medicaid Compliant...
• Elder Law 2019: Veterans Administration Updates
  
  

  In this presentation attorney Chris Johnson discusses VA pension benefits, new pension benefit rules and planning strategies. Mr. Johnson gives an overview of the VA non-service connected pension, as well as discusses the October 2018 rules changes, with a look at current planning strategies.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  Speakers/Producers

  

  • Christopher Johnson, Johnson McGinnis Elder Care Law & Estate Planning, Hendersonville
    Chris came to Takacs McGinnis Elder Care Law with over 20 years of legal and military experience. Commissioned as a Second Lieutenant in the United States Marine Corps after graduation from the...
• Elder Law 2019: Abe’s Garden Initiatives
  
  

  In this session you will hear from Dr. Victor Legner, a geriatric physician from Vanderbilt University Medical Center and Judy Given from Abe’s Garden. Dr. Legner will discuss The Three D’s-Depression, Delirium, and Dementia. He will talk about The differences of these Three Ds and how to recognize, treat and support these symptoms of memory loss. Judy Given will discuss Abe’s Garden, an Alzheimer and Memory Care Center.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:1.00

  Speakers/Producers

  

  • Judy Given, Abe's Garden Alzheimers and Memory Care, Nashville
    Judy Schmerling Given is the daughter of Abe Shmerling, after whom Abe’s Garden is named, Given worked with her brother to found the organization in memory of their father. Given helps families...
  • Dr. Victor Legner, Vanderbilt University Medical Center, Nashville
    Dr. Victor Legner is a geriatric medicine physician who specializes in taking care of frail, older adults, particularly those with cognitive decline and dementia. His care philosophy is to bring as...
• Elder Law 2019: How Do I Apply for TennCare?
  
  

  This presentation covers the laws, policies and rules that govern TennCare eligibility. Also, the categories of Medicaid, most frequently used by the elderly, will be reviewed along with updates regarding the new TennCare Connect system and policy clarifications.

  Course Information

  Format:Online VideoDual Credits:0.00General Credits:0.75

  Speakers/Producers

  

  • Amy Bryant, Office of Conservatorship Management, Nashville
    A consummate professional, attorney Amy Willoughby Bryant has a heart for public service and leadership. Amy’s work has been a reflection of her professionalism and passion during her many years...