Medicare Supplement vs. Advantage Plans for Elder Law Attorneys
SPEAKER: Thad Hooker, Absolute Best Insurance SUMMARY: In this webinar, participants will learn: Basic enrollment/disenrollment dates DSNPs Difference between supplement vs. advantage plan How to research the best plans on a budget How to research the best supplement. Are all Medigap Plan G the same? Common Medicare Mistakes/Misconceptions that general public has/is not aware of,... Read more »
ABLE United Key Benefits and Updates
SPEAKERS: John Finch, ABLE United Director & Sam Eddinger-May, ABLE United Spokesperson SUMMARY: In this presentation, attendees will learn who is eligible, how it works and how ABLE accounts can complement special needs trusts as well as estate planning. We will also provide an update on new account enhancements and future changes. This webinar is... Read more »
AFELA Webinar: Corporate Transparency Act + Top Ten Tax Tips
This is the first presentation of a 4 part TAX-U-CATION webinar series. SPEAKERS: Hyman Darling, Esq. & Deirdre Wheatley-Liss, Esq. SUMMARY: The Corporate Transparency Act ("CTA") is an important new law that requires certain companies to disclose their beneficial owners to the government. Failure to comply carries penalties of $500 per day. While law is... Read more »
AFELA Webinar: Grantor Trust + Non-Grantor Trust Rules and Design
This is the 2nd presentation in a 4 part TAX-U-CATION webinar series. SPEAKERS: Mark Worthington, Esq. & John Burns, Esq. SUMMARY: This will not be the typical attempt to touch on the surface of each of the grantor trust rules, which is about all you can accomplish in one hour with that approach, but which... Read more »
AFELA Webinar: Taxation of Special Needs Trusts
This is the 3rd presentation in a 4 part Tax-U-Cation webinar series. SPEAKERS: Mark Worthington, Esq. & Hyman Darling, Esq. SUMMARY: First up we will cover the basic principles of taxation of grantor and non-grantor trusts, and a brief overview of tax reporting. From there we will cover issues more specific to special needs trusts:... Read more »
AFELA Webinar: Estate Tax Exemption Reduction
This is the last presentation in a 4 part TAX-U-CATION webinar series. SPEAKERS: Hyman Darling, Esq. & Steve Silverberg, Esq. SUMMARY: This session will review the options available in the event that the estate tax exemption does not get continued after 2025. Strategies will be presented to reduce estate taxes so that the attorney will... Read more »
AFELA Webinar: Navigating DPOA Litigation
SPEAKER: Max Solomon, Esq. SUMMARY: This course delves into the complexities of Durable Power of Attorney (DPOA) litigation, providing a comprehensive understanding of statutory requirements, professional obligations, and effective litigation strategies. Participants will gain valuable insights into navigating the evolving landscape of DPOA disputes, particularly in the context of new technologies. Learning Objectives: Understand Statutory... Read more »
AFELA Webinar: Tech-Savvy Elder Law: Integrating AI for a Competitive Edge
SPEAKERS: Amy McGarry, Esq. & Rachel McGarry, J.D. SUMMARY: In today's rapidly evolving legal landscape, staying ahead requires more than just legal expertise—it demands technological innovation. This presentation will explore how elder law firms can leverage artificial intelligence (AI) to enhance client service, streamline operations, and gain a competitive advantage. We'll dive into practical... Read more »
Webinar: Ethics and Professionalism: Avoiding the Twin Traps of Negligent Referrals and Conflicts of Interests and Best Practices to Protect Yourself
SPEAKER: Juan Carlos Arias, Esq. SUMMARY: We cannot practice law in a vacuum, and as Elder Law Attorneys, we often recommend other attorneys and professionals to assist our clients with their objectives during and even many years after we take their case. As caring professionals, we develop relationships with our clients and earn their trust... Read more »