Podcasts about national elder law foundation

We'll discuss Special Needs Law – what are the laws around estate planning and protecting vulnerable adults. Rick is the first attorney in Mississippi designated a Certified Elder Law Attorney by the American Bar Association-accredited National Elder Law Foundation. Rick is a former Director of the National Academy of Elder Law Attorneys (NAELA) where he serves on the Trusts and Special Needs Law Sections Steering Committees.I love our shows but sometimes you needs a hand out or information you can refer back to when you want additional information. Our guest: Rick Courtney has a wonderful website with blog articles, Frequently Asked Questions section, and even a book: A Lawyer's Guide to Working with Special Needs Clients.Our show is about you and your rights. Rights that are derived through laws made by lawmakers. Our next election is in 3 weeks. November 5th. If you think you'll be away from your home county on that day you can vote absentee right now. The Mississippi Secretary of State's website y'allvote.ms has so much information or call your County Circuit Clerk for the information you need.If elder law is interesting to you, you'll find our Monday Talks podcasts of value. Just last week, a representative of the Social Security Administration was the guest. You can listen to that podcast now. Or you can send them an email with a question for the next time the topic is discussed (money@mpbonline.org) – or use the Talk To Us feature on the MPB Public Media App. Hosted on Acast. See acast.com/privacy for more information.

Elizabeth Raxter is a Certified Elder Law Attorney, having been certified by the National Elder Law Foundation, and recognized by the State Bar of Texas.  Ms. Raxter specializes in Elder Law issues, including Estate Planning, Guardianship, Probate, Real Estate, Long Term Care Planning, Special Needs Planning, and Fiduciary Services.  Ms. Raxter is a certified speaker with Maxwell Leadership and frequently speaks regarding Elder Law issues, advocacy for disabled individuals, and leadership. Ms. Raxter received her Bachelor of Science degree from Texas A&M University and her Juris Doctorate degree from the University of Hawaii.  Ms. Raxter is licensed to practice law in Texas, Arkansas and Hawaii.  Professional Memberships and Accolades State Bar of Texas Hawaii State Bar Association Arkansas Bar Association Certified Elder Law Attorney through National Elder Law Foundation (NELF), Certified Speaker through Maxwell Leadership, 2023 Member of Texas Bar College, Professionalism through Education Serves on the Board of Directors for NELF; Chairman of Special Committee Serves as an Executive Board Member for Community Action for Central Texas Member of National Academy of Elder Law Attorneys (NAELA) Member of Christian Legal Society Member of Beta Sigma Phi, community sorority Member of Central Texas Advocates for Seniors Lions Club Member Voted Senior Resource Guide's Best Elder Law Attorney in 2015 and 2018 Voted Best Attorney in Caldwell County in 2018 - 2023 Voted Elite Elder Law Attorney by peers in 2023 Book Recommendations: The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It by Michael Gerber The 21 Irrefutable Laws of Leadership by John Maxwell How to Win Friends & Influence People by Dale Carnegie The Legend of the Monk and the Merchant: Twelve Keys to Successful Living by Terry Felber WEBSITE: www.tx-elderlaw.com Law Office of Elizabeth Raxter on Facebook eraxter on instagram

In this first part of our series that addresses some commonly asked questions, Jeff highlights the importance of proper planning for asset protection, regardless of age, and describes the expertise needed to effectively serve clients in this highly specialized area of the law. In addition to protecting your assets, it's about securing your financial legacy and ensuring that your loved ones receive the benefits you intend, even in the face of unexpected life events.   What You Need to Know  (01:31) What is elder law?   Elder law is asset protection law—and it's for everybody, not just elders. Remember that once you turn 18, you are deemed to be an adult. So, everyone over 18 needs a financial power of attorney (POA) in place because illness and accidents can happen at any age.    (05:16) Are online power of attorney forms good enough?   No, POAs produced using an online form or a general practice attorney typically lack important details and state-specific provisions. Work with a professional who knows asset protection law for your state and how to provide for it in legal documents. The POA must use specific language for limitations and authorizations, including many of the powers in the realm of estate planning.   (11:52) Why use a certified elder law attorney? A certified elder law attorney (CELA) has extensive experience and education focused on 12 different concentration areas. The certification exam is very difficult. Attorneys who pass the rigorous exam demonstrate aptitude in asset protection, Medicaid planning, special needs planning, etc. The National Elder Law Foundation is the certifying body. (16:06) Can I just put beneficiary designations on everything and not worry about probate?   You could, but that doesn't mean you should. Beneficiary designations are quick and avoid a trip to the courthouse. But, beneficiaries do not avoid inheritance tax. Creditors have direct access to whatever assets your beneficiaries have. And, there are any number of scenarios that can result in your assets going to people you never intended.  (26:08) Beneficiary designations provide no asset protection unless you establish a trust for the benefit of the spouse or the children. Be sure to work with an expert, someone who knows the complexities and nuances of this practice area.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/    

In this episode, our guests, Marguerite Lorenz, Master Trustee, and Todd Stephenson, estate liquidator, will be discussing the difficulties that are encountered in dealing with personal property after someone has died. This episode is geared towards estate planners who are looking to create a well-rounded plan to avoid unnecessary family strife after a client's passing, as well as to the general public to get ideas on how to keep children from fighting after their passing. We will share stories of good and bad plans as well as provide ideas on how best to create a plan to keep families out of court and in harmony. About Our Guests:Marguerite Lorenz, Master Trustee, Managing Partner at Lorenz Private Trustees, and author of Ethics for Trustees 2.0, available on Amazon. Marguerite is in her 20th year as a professional trustee, executor and agent.Marguerite can be reached at 877-630-8448, www.MyTrustee.net.Todd Stephenson, owner and founder of Estate Sale Warehouse. Estate Sale Warehouse has been providing personal estate liquidation solutions since 1994 in San Diego and surrounding areas.Todd can be reached at (760) 433-6549, estatesalewarehouse.comAbout Our Host:Host Kimberly R. McGhee is a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization, Certified Elder Law Attorney by the National Elder Law Foundation, and V.A. Certified Accredited Attorney. She is a Member of the California Lawyers Association, Trusts and Estates Executive Committee (TEXCOM), former President of the Southern California National Academy of Elder Law Attorneys, Member of the Board of Directors for Palomar Health Medical Group, Member of the Board of Directors for Southern Caregiver Resource Center, contributing author and editor for CEB (Continuing Education of the Bar's) Trusts & Estates practice guide and Vice-Chair of the North County Bar Association California Conference of Delegates. She also serves as a Court Appointed Attorney and Guardian Ad Litem in the Superior Court of San Diego County, California.  Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Todd Gajdusek

Part One: Best Practices for Attorney Wellness (Segment One)The first half of this episode is a panel discussion about best practices for attorney wellness featuring Amy Bice Larson, Managing Partner of BSP Law Houston, Elizabeth Stevens, HR Director of the Harris County District Attorney's Office, and Josie Morgan, COO of BoyarMiller.  These guests share the most successful attorney wellness initiatives in their offices or firms.  This panel discussion will be very interesting for attorneys who work in firm management or HR, or any attorney who is interested in what local legal employers are doing to make sure that the attorneys in their office stay well. They also take a deeper dive into wellness and address how attorneys need to look out for one another and specifically point out that the State Bar has programs that are of benefit to attorneys who are struggling with mental health issues. Wellness Break: Slowing Down for Healing and Health: How Lawyers can Benefit from Restorative/Trauma-Informed Yoga (Segment Two)The Wellness Break features Jessica Crutcher, who is a partner at Mayer Brown and also a yoga instructor. She shares how inclusive, trauma informed yoga and meditation classes can improve wellness in attorneys. Part Two: The Intersection of Law and Mental HealthThis part of the episode focuses on the types of mental health issues that impact cases in different practice areas and how the lawyers deal manage these issues. It includes a lot of practical tips that will be particularly beneficial to younger lawyers. The Intersection of Employment Law and Mental Health (Segment 3) The third segment of this episode features Ashlee Grant, who is a partner at BakerHostetler and is and is board-certified in labor and employment law by the Texas Board of Legal Specialization.  Ashlee discusses the intersection of employment law and mental health and provides practical advice for employment lawyers who are faced with mental health issues in their cases.The Intersection of Estate Planning, Guardianship, and Mental Health (Segment 4)The fourth segment of this episode features John B. Henry, III, of the Law Office of John B. Henry, III, PLLC, who is interviewed by Behind the Lines interviewer Anietie Akpan.  John is certified by the Texas Board of Legal Specialization in estate planning and probate law and is a certified elder law attorney by the National Elder Law Foundation.  John addresses how mental health and wellbeing issues impact his practice, including mental incapacity issues in his cases and how he manages mental wellbeing issues that his clients are dealing with. The intersection of Family and Immigration Law and Mental Health (Segment 5)The final segment of this episode features Jody-Ann Greenwood, who is the founder and managing attorney of Greenwood Legal Advocacy Group, PLLC where she has been practicing family and immigration law since 2016.  Behind the Lines interviewer Anietie Akpan interviews Jody-Ann about the types of mental health issues she encounters in both her family law and immigration law practices and how she effectively handles these issues. Listeners who are HBA members can receive up to 1.75 hours of TX CLE credit for listening to this episode. Details available at hba.org.For full speaker bios, visit The Houston Lawyer (hba.org). To read The Houston Lawyer magazine, visit The Houston Lawyer_home. For more information about the Houston Bar Association, visit Houston Bar Association (hba.org).*The views expressed in this episode do not necessarily reflect the views of The Houston Lawyer Editorial Board or the Houston Bar Association.

In this episode, our guest Josie M. Porras Corporon, CELA, will be diving into the misunderstood world of elder law.  This episode is geared towards practitioners who don't know what an elder law attorney does and when they need to refer their clients to an elder law attorney; as well as to the general public as a guide for where to start when they want to plan for a long term disability in addition to their passing.  We will discuss the basics of long term care planning and public benefits and provide examples of when and how to best plan for a crisis. About Our Guest:Josie M. Porras Corporon, CELA is a Certified Elder Law Attorney by the National Elder Law Foundation, Certified Specialist, Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization, Certified Dementia Care Practitioner by the National Council of Certified Dementia Practitioners. As a Certified Elder Law Attorney, she is well-versed in creating a plan to protect families in the event of crisis as well as helping families deal with the crisis with or without planning.  Josie received her BA/BSW in Social Work from California State University, Chico, and her JD from the University of Iowa College of Law. Josie was a medical social worker prior to becoming an attorney and has incorporated those skills into her law practice. She is the appointed attorney representative on the State's Advisory Committee on Alzheimer's Disease and Related Dementias; is a member of the National Academy of Elder Law Attorneys, Past President of the Northern California Chapter; and is appointed to the Executive Board for Legal Services of Northern California. Locally, she sits on the Advocacy Committee for the Chico Chapter of the Northern California and Northern Nevada Chapter of the Alzheimer's Association and is a Board Member at the Peg Taylor Center. Josie can be reached at (530) 892-2421.About Our Host:Host Kimberly R. McGhee is a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization, Certified Elder Law Attorney by the National Elder Law Foundation, and V.A. Certified Accredited Attorney. She is a Member of the California Lawyers Association, Trusts and Estates Executive Committee (TEXCOM), former President of the Southern California National Academy of Elder Law Attorneys, Member of the Board of Directors for Palomar Health Medical Group, Member of the Board of Directors for Southern Caregiver Resource Center, contributing author and editor for CEB (Continuing Education of the Bar's) Trusts & Estates practice guide and Vice-Chair of the North County Bar Association California Conference of Delegates. She also serves as a Court Appointed Attorney and Guardian Ad Litem in the Superior Court of San Diego County, California.  Trust Me is Produced by Foley Marra StudiosThank you for listening to Trust Me!

Certified as an Elder Law Attorney by the National Elder Law Foundation, Barbara Boone McGinnis is an emerging national leader in the elder care law field. She provides legal expertise on a wide range of client issues with a focus on Estate Planning, Medicaid eligibility and appeals, and probate matters. She is also a VA-accredited attorney.  Before receiving her license to practice law in Tennessee, Barbara spent more than two decades as a Registered Nurse and Gerontological Nurse Practitioner working in a variety of settings, including hospitals, long-term care centers, outpatient clinics, and home health. Her skills include executive management, sales, consulting, and business development. She spent nearly a decade as director of nursing services at a large continuing care retirement center in the Nashville area. Barbara's passion for helping people deal with age-related changes extends beyond her clinical experience. She has traveled the elder care continuum with both parents as well as other family members. These experiences have given her tremendous empathy for families facing the prospect of a long-term illness of an aging loved one. She holds a Bachelor of Science degree in nursing from Austin Peay State University in Clarksville, Tennessee; a master's degree as a Gerontological Nurse Practitioner from Vanderbilt University in Nashville; and a Juris Doctor degree from Nashville School of Law. She was admitted to the Tennessee Bar in 2010, joined the Elder Law Practice of Timothy L. Takacs in 2011, and became a named partner in 2017. This episode with host Mary Anne Oglesby-Sutherly, goes way beyond the rhetoric of law, and digs deep into the heart of the matter of Elder Care. www.verandaministries.org  

>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.Resource Links:Ready to niche down in your firm? Learn more about Julie Steinbacher's Million Dollar SolutionClose more of your ideal clients with our Double Your Case Files MasterclassEstate planning attorney? Ditch toxic revenue and get better clients with Seminar 3.0Do you have a general practice?A lot of people don't realize how much staying general costs them in the long run.If you can move just 1 step closer towards a niche or specialty…It's going to increase your profitability for a LOT of reasons, but here are a few:The ability to provide better solutions for the people you helpFewer systems to maintainMore satisfying work, less burnoutAt the end of the day, there's no reason to build a firm that doesn't fit your life, because you can't be everything to everyone.Julie Steinbacher understands this more than anyone. After all…She started her law firm in the garage of her house and now…She has 4 locations with 40 employees across Pennsylvania.Want to know how her simple tactics can pave the way for YOUR growth?Find out how just a few simple tweaks can transform your client's experience from good to great on today's episode.In this week's podcast, Julie discusses the importance of keeping your mindset aligned with your firm's goals by niching down into the areas you are most passionate about. There's much more to learn in this episode about scaling your firm, so tune in now!In this episode: 1:02 - How Julie got involved with elder planning8:07 - How specialization benefits your firm13:30 - Building up the skills to serve your niche over time18:05 - The Million Dollar Solution26:02 - The philosophy between 0 to 1 million vs 1 to 5 million32:24 - Helping people find what they're good at39:20 - Where to take next stepsAbout Julie Steinbacher:Julieanne E. Steinbacher is the founding shareholder of Steinbacher, Goodall & Yurchak, an elder care and special needs planning law firm established in 2002. The firm also offers its clients quality representation in litigation matters. Julieanne is Certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation and holds an LLM degree in elder law and estate planning from Western New England School of Law. She has a “Superb” AVVO Rating for attorneys and was named a Super Lawyers Rising Star. Julieanne is a recipient of a 2015 Pennsylvania Bar Association (PBA) Special Achievement Award, which recognized her dedication and commitment to the PBA's Quality of Life /Balance Committee.Prior to becoming an attorney, Julieanne was employed by AARP and as a geriatric social worker at Valley View Nursing Facility. As a gerontologist and former social worker, she has seen the devastating effect a lack of planning for long-term care needs can have. As an attorney, her goal is to provide a bridge between legal services and the aging network. If you liked this episode, please don't forget to subscribe, tune in, and share this podcast. See acast.com/privacy for privacy and opt-out information.

Do you have a life plan? You may think you are prepared for what happens next but are you really? What happens if you become disabled or pass away? Do your loved ones know what to do next? About the Interview In this episode of Hilary Topper on Air, Hilary speaks with Vincent Russo, Managing Partner of the Russo Law Group, P.C. – the premier Long Island elder law, estate planning, and special needs planning law firm. Vincent discusses how to formulate a life plan or a road map for your life, especially when planning for the unexpected. Learn how an experienced estate planning attorney can take your life plan and based on it, help you put legal planning tools in place that will help you down this path, including unforeseen disruptors like healthcare or personal challenges. He'll talk about foundational legal documents such as a durable power of attorney, health care proxy, and where you want your assets to go, in what way, and who you want to leave in charge. Vincent will also discuss the Russo Law Group's Peace of Mind program. About Vincent J. Russo Vincent is Managing Shareholder of Russo Law Group, P.C. He has championed the rights of seniors and people with special needs since 1985. Vincent is a Founding Member, Fellow, and Fifth President of the National Academy of Elder Law Attorneys (NAELA) and is a Founding Member and First President of the New York Chapter of NAELA. He is the only NAELA member to receive the prestigious President's Award twice. As a national advocate for people with disabilities, seniors, and their families, Vincent has appeared on numerous national and local radio and television programs. He created and co-hosts Family Comes First on cable TV, which won three Telly Awards. Vincent is a nationally recognized speaker and noted authority on Elder Law, Special Needs, and Estate Planning. His distinction in Elder Law, Special Needs, and Estate Planning has made him one of the most prominent attorneys in his field. He earned his law degree from Fordham University School of Law and his LLM in Taxation from Boston University School of Law. Vincent is admitted to the New York, Massachusetts, and Florida State Bars, and is a Certified Elder Law Attorney (CELA) by the National Elder Law Foundation. Contact the Russo Law Group, P.C.  Russo Law Group, P.C. is dedicated to providing peace of mind to you and your family. Their team of elder law attorneys, estate planning attorneys, and special needs (disability) attorneys have experience in helping people with their problems. They promise to answer any question with a straight answer. The Russo Law Group serves all of Long Island, Brooklyn, Queens, and Manhattan, from their four offices in both Nassau, Suffolk Counties, and Manhattan. For more information visit, https://www.vjrussolaw.com/ or call (800) 680-1717.

Denise Tollefson from Serenity Assisted Living and Memory Care puts a lot of effort into planning the When and Where for Senior Care segments on It Takes Two with Amy & JJ. On this particular episode, Denise has invited Susan Johnson-Drenth (a certified Elder Law Attorney by the National Elder Law Foundation) with JD Legal Planning P.L.L.C. to discuss the different cases in which an attorney may be helpful when planning the next stages of finances, legal documents and more.  See omnystudio.com/listener for privacy information.

On this episode, I interview Marilyn Miller, the current President of the National Elder Law Foundation.  We discuss what a CELA , how to become one and why you probably want to become one if you focus on Elder Law.  

On this episode, I interview Marilyn Miller, the current President of the National Elder Law Foundation.  We discuss what a CELA , how to become one and why you probably want to become one if you focus on Elder Law.  

This is our LAST episode of The High Net Worth Divorce Playbook series, and today’s experts explain the critical role of Trust and Estates attorneys as part of your All-Star divorce support team.  While most people assume that a Trust and Estate attorney is only needed at the end or AFTER the divorce, Nancy and Britt highlight the financial advantage of enlisting them from the beginning.   We discuss the Trust and Estate attorney’s role in assisting your matrimonial attorney as they determine what assets CAN be considered in equitable distribution in the complex world of family trusts.  We cover everything from beneficiaries of 3rd party trusts and YOUR parents estate planning documents as well as Wills, health care proxies, power of attorneys, deeds, estate taxes, legacy planning and more.  This is another jam packed episode with tons of money saving recommendations, so grab your pen and let’s get started!   Nancy Burner, Esq. is the founder of Burner Law Group, P.C. established in 1995. She holds the designation of a Certified Elder Law Attorney (CELA), awarded by the National Elder Law Foundation as accredited by the American Bar Association. For 13 consecutive years, Nancy has been named as a Super Lawyer in the field of Elder Law. In 2016, Nancy was named as an “Outstanding Woman in Law” by Hofstra University School of Law Center for Children Families and the Law. Later that same year, she was named by Manhattan Magazine as a Big Apple Entrepreneur winner.  Since 2014‚ Nancy has been selected by her peers to be included in Best Lawyers in America for Elder Law. Most recently in 2020‚ she was named as the Long Island Elder Law Attorney of the year by this same publication. She continues to grow her practice with offices in New York City, Setauket, and Westhampton Beach where she resides.   Britt Burner is an attorney at Burner Law Group, P.C., a boutique law firm handling all matters of Elder Law, Estate Planning, Trust and Estate Administration, and Special Needs Planning.   Britt recently completed a three-year term as Chair of the New York City Bar Association Committee on the Legal Problems of the Aging.  She serves as Treasurer of the Elder Law and Special Needs Planning section of the New York State Bar Association.  Britt also serves as a member of the Advisory Council of the Katz Institute for Women’s Health at Northwell.    Nancy & Britt Burner, Esq.​ 45 W. 34th Street, Suite #1203 New York, NY 10001 Main Line: (212) 867‑3520 Fax: (631) 941‑3443 bburner@burnerlaw.com www.burnerlaw.com   Request a Free Rapid Relief Call at  www.rapidreliefcall.com For more information on Journey Beyond Divorce visit:  www.jbddivorcesupport.com

Welcome to the 25th Hour Podcast – where successful business owners talk about the magic of creating a 25th hour every day! We've all been there - your calendar is in great shape. Your to-do list is done. You are in the zone . . . All your balls in the air are being easily juggled. Then....something changes, and suddenly chaos reigns! This podcast will help you learn to up-level your time management strategies so you can get back in control of your day – and make an extra hour, your 25th hour, a reality - every day.Today’s guest is Rachel Kabb-Effron. Rachel has owned the Kabb law firm since 2001. She holds a Bachelors in Political Science from the University of Cincinnati and law degree from Cleveland-Marshall College of Law. She is a Certified Elder law attorney from the National Elder Law Foundation and the Ohio State Bar Association. She is a member of the adjunct faculty at her law school. She enjoys theatre, dancing, and singing in her spare time. She has been married to her husband since 1996 and has two daughters.In this episode, we discuss the delicate balance between setting boundaries and staying flexible, why “No” is a complete sentence, and how to find your productivity “sweet spot”.Time Management Strategies for Success: Finding the Sweet Spot - “One of the best things I’ve done is finding that sweet spot in my day when I’m most productive and filling in everything else around that window.”Setting Boundaries - “Probably the biggest thing that I’ve learned in my career is that “No” is a complete sentence. Sometimes we’re so worried about losing a case or a client that we say yes when we really should say no.”Flexing Schedule - “It starts with looking at the whole schedule- if I have a late-afternoon meeting, I’ll try to lighten up the day. I’ve learned that I can’t do six appointments every day, so it starts with lightening up the schedule.”Using Technology / Zoom - “I don’t think that we’re ever really going back to full-on in-person meetings - Zoom makes some things much easier and more efficient for me and my staff.Here’s how Rachel likes to spend her 25th Hour:Relaxing - “The biggest thing now is relaxing and working on myself - I’m enjoying being a mom and being there for the people I love.”Resources Referenced:25th Hour Podcast, Episode 20: Invest Time Upfront to Save Time Later: https://youtu.be/ACP6CMbLa0k Heidi Murphy - Warwick Communications: https://bit.ly/37Q4W4A Clockwork by Mike Michalowicz: https://amzn.to/37U87IO Ready to accomplish more while working less? Check out the Delegate Like a Pro Master Series: www.DelegateLikeAPro.com Rachel is offering a free half-hour legal consultation exclusively for 25th Hour listeners. To learn more, reach out to Rachel here:WebsiteFacebookYouTube Twitter

“This is a gift to your loved ones…to do it the right way.” “Inheritance is a gift, not a right.”  ~Ann Fowler-Cruz, Attorney In this episode Deirdre and Attorney Ann Fowler-Cruz discuss: How to find the courage to create a will How Ann chose her Elder Law career Certified Elder Law Attorney explained Why people resist created a will The reasons you need a will Which age you should create a will? Intestate explained The importance of Title on Asset Ways to inform beneficiaries who gets what Who holds the will? Legal requirements for a will Can you appoint someone to be your executor without them knowing? If you are the executor of a will is this written in stone? Nomination vs appointment The importance of a backup Creditor period, what is it? Do you need just a will or a will and a trust? Living Will vs Healthcare Directive vs Power of Attorney vs Trusts explained The important reason you need a will or a trust if you have children under the age of 18 years. Check your state laws Will contests explained The reason you should engage a Certified Elder Law Attorney What is probate? Delay and cost avoidance. What is a creditor period? Favorite ice cream: Maple Pecan Leisure time activity: Any water activities, Kayaking Song that reminds Ann of her youth and why:  Nothing But A House Party, J Geils Call Attorney Ann Fowler-Cruz 203-749-5570 or email afowler-cruz@cohenandwolf.com  "Ann has been a staunch advocate for the elderly and the disabled for more than a decade.  She has the distinction of being a Certified Elder Law Attorney (CELA) by the National Elder Law Foundation* and is accredited to practice before the Department of Veterans Affairs. Her extensive knowledge in the area of elder law enables her to assist the elderly and the disabled in realizing the very best quality of life.  Her elder law practice focuses on long-term care planning, asset preservation strategies, Medicaid applications, disability planning, utilizing conservatorships/guardianship and special needs trusts. Her estate planning practice includes the creation of wills, trusts, and advance directives. Ann also handles probate administration." Copied from www.CohenandWolf.com This episode is sponsored by DeClutter By Deirdre, A Senior Move Management and DeCluttering for Aging In Place Company. Helping You and Your Loved Ones DeClutter, Move & Live a Fuller Life. Look at my website and contact me to work together at DeClutterByDeirdre@gmail.com  www.DeClutterByDeirdre.com  **Download~Like~Positive Review Magnificent Aging** Thank you for listening, I appreciate you!

Planning financially for you and your family’s future can feel daunting, but it doesn’t need to be. A living trust can help put your mind at ease and be an invaluable planning tool. But, do you need one? In this episode of Hilary Topper On Air, Hilary interviews Frank Buquicchio, Partner of Russo Law Group, P.C., Long Island’s Signature Elder Law, Special Needs and Estate Planning Law Firm. About Frank Frank earned his law degree at Hofstra University School of Law and was admitted to practice in 1994. He focuses on the areas of Elder Law, Estate and Trust Planning, Veterans Benefits, Trust and Estate Administration, and Real Estate. Frank has been designated a Certified Elder Law Attorney (CELA) by the National Elder Law Foundation. He is admitted to the New York State Bar and is a member of the New York State and Suffolk County Bar Associations. He is also a member of the National Academy of Elder Law Attorneys (NAELA) and is on the Board of the New York Chapter of NAELA. Frank is a member of the invitation-only NAELA Council of Advanced Practitioners (CAP). He is a member of the New York State and Suffolk County Bar Associations’ Elder Law Committees (Past Co-Chair), and the Suffolk County Bar Association Surrogate’s Court Committee. In addition, he is on the Board of Directors for the Alzheimer’s Disease Resource Center (Long Island) and the Chair of their Legal Advisory Committee. Frank is also on the Board of the Arthritis Foundation Long Island Chapter. About the Interview A Living Trust can be an invaluable planning tool. Trusts can be utilized for a myriad of reasons including avoiding probate and protecting assets from the cost of long term care. They can also be used to protect a loved one who has special needs. It is a common misconception that trusts are “for rich people”. “Rich” is, of course, a relative term, but you do not have to be financially “rich” for a trust to be helpful in your estate plan. Frank will discuss the topic trusts and answer common questions such as: What is a living trust? What’s the difference between a revocable and irrevocable living trust and when should each be used? How do living trusts work? How can you determine if you need a living trust to protect a loved one with special needs? About Russo Law Group The Russo Law Group is comprised of a team of elder law attorneys, estate planning attorneys, and special needs (disability) attorneys have represented the elderly and persons with special needs/disabilities and their families since 1985. In most professional occupations there is no replacement for experience. At Russo Law Group, P.C., our caring and compassionate staff have been involved in literally thousands of cases. Our experience is your protection. To contact Frank or learn more about Russo Law Group, visit https://www.vjrussolaw.com.

This past decade has seen a dramatic increase in the aging of our population.  Additionally, with our bankruptcy and consumer practice, we have seen a tremendous increase in the number of our senior citizens struggling with debt.  Against that backdrop, attorney Connie Glass has devoted the majority of her professional life helping and assisting our elder citizens.  In fact, her law firm is named, appropriately enough, the Elder Law Firm of Connie Glass.  Connie is an expert in her field and she is highly respected throughout the state of Alabama.  She is a charter member of the Alabama State Bar Elder Law Section and she is a member of the National Elder Law Foundation and the National Academy of Elder Law Attorneys.  Connie regularly speaks throughout Alabama to senior citizens and professional groups on the subject of elder law.  Connie is really considered to be the “go-to” attorney for this area of law and I was happy to be able to spend a little bit of time with her on this podcast and learn about her life in the law.   

Emergency Preparedness For Seniors Attorney Amos Goodall, president of the National Elder Law Foundation outlines a handy and vital list of things you need to have ready ahead of any unforeseen disaster or emergency, to keep you and your aging parents safe.  On it: three critical things I know you would never think

For the baby boomers, there are many concerns from being a caregiver for their parents to planning for their own retirement. How do seniors access quality long-term care and how can they afford it? How can the Medicaid program help? What planning should be done in advance of a crisis to avoid or minimize the loss of assets and more importantly, the loss of dignity? In this episode of Hilary Topper On Air, Hilary interviews Vincent J. Russo, Managing Shareholder of Russo Law Group, P.C., Long Island’s signature elder law, special needs and estate planning law firm. Vincent's Background Vincent is a Founding Member, Fellow and Fifth President of the National Academy of Elder Law Attorneys (NAELA) and is a Founding Member and First President of the New York Chapter of NAELA. Additionally, he is the only NAELA member to receive the prestigious President’s Award twice and is also a member of the invitation only, NAELA Council of Advanced Practitioners (CAP). He is a Trustee and was the Founding Chair of the NAELA Foundation. Vincent is a certified elder law attorney by the National Elder Law Foundation. He is a Founding Member and Past Chair of the Elder Law Section and Co-Chair of the Special Needs Section of the New York State Bar Association (NYSBA). Vincent is a Co-Founder of the Academy of Special Needs Planners and Past Board Member and President of the Guardianship Corporation of Cerebral Palsy of Nassau County. He is also Co-Founder and Chairman of the Board of ElderCounsel, LLC. Vincent is a Co-Founder of the Theresa Alessandra Russo Foundation and the Theresa Academy of Performing Arts for Children with Special Needs, which were established in memory of his daughter, Theresa. He also created and co-hosts Family Comes First, a television on cable TV, which has won Three Telly Awards. He is admitted to the New York, Massachusetts and Florida State bars and is the co-author of New York Elder Law and Special Needs Practice (Thomson Reuters). Vincent is a nationally recognized speaker and noted authority on Elder Law, Special Needs and Estate Planning. His distinction in Elder Law, Special Needs and Estate Planning has made him one of the most prominent attorneys in his field. About Interview Vincent will discuss how to take care of a parent at home and afford the care the parent needs. Learn how to avoid losing your life savings in a nursing home. Vincent will also talk about how to plan for retirement and protect your retirement funds for your next generation. Also hear about Vincent's television show, Family Comes First, on the Catholic Faith Network and the Theresa Alessandra Russo Foundation, a nonprofit serving children with special needs. About Russo Law Group, P.C. Russo Law Group, P.C. is comprised of a team of elder law attorneys, estate planning attorneys, and special needs (disability) attorneys have represented the elderly and persons with special needs/disabilities and their families since 1985. In most professional occupations there is no replacement for knowledge and experience. At Russo Law Group, P.C., their caring and compassionate staff has been involved in literally thousands of cases. The firm’s experience is your protection. To contact Vincent or learn more about Russo Law Group visit https://www.vjrussolaw.com.

Fiduciaries: Why? We may think because we are a spouse or a child, or a brother or sister, we can legally speak for our loved ones when they can't speak for themselves.  The courts say, "yeah... not so much."   Elder Law Expert,  Attorney Amos Goodall, Esq., President of the National Elder Law Foundation

The U.S. Veterans Administration Benefits Plan Announces 1st Changes Since Civil War What does this mean for Veterans? Amos Goodall, Esq. President of the National Elder Law Foundation is back to discuss how these changes affect Veterans and their dependents.  If you or your aging parent is a veteran, you're going to want to

Listen to this episode... just click play ▶️ on the player below Elder law is a complex affair—filled with twists and turns, pitfalls and loopholes that can have dire consequences. Which is why when it comes to matters that affect our aging parents, not just any lawyer will do. This week on Parents

Continuing last month’s episode and conversation about the Senior Real Estate Specialist® (SRES®) Designation topics, today’s guest joins Monica to talk about the legal side of things. Barbara will discuss estate planning, probate, trusts, and what you can do as a real estate professional. This episode is full of great information and advice, and it’s important to remember that as real estate agents, we may need to recommend an Elder Care professional to our clients in order to best serve them. Topics discussed offer a great place to start and some ideas to share with our clients, but ultimately people like Barbara will be able to give our clients the best information. Barbara works at a firm that specializes in Elder Law — the primary focus is helping older people (or the families that care for older people) navigate the healthcare system, estate planning, asset protection, and post-mortem issues. Many people immediately turn to real estate when things change in their life; REALTORS® get called in when sometimes their clients may need to be referred to other professionals first. One of the things they advocate at Barbara’s firm is to be proactive as you’re approaching older age, and becoming aware of what’s in your community. Many things have changed over the last several years and many of them for the better. Barbara and Monica talk about the importance of planning a will and what estate planning looks like for people. A will is a written declaration of what your wishes are for your assets are at your death. It is good for everyone to have as well, as soon as they have something that’s worth protecting (assets, children). When it comes to estate planning, it should be thought of as a process rather than an event. As our lives change, estate plans may change in focus. Estates often include Powers of Attorney, usually one for healthcare and one for general business purposes, which is what REALTORS® would likely be looking for. There are ordinary and extraordinary Powers of Attorney, and each one allows different scopes of authority. When dealing with Powers of Attorney, it’s important to understand that every POA is not exactly the same, and understanding the authorities that are allowed. There are different competencies for POAs and can be effective immediately or effective upon some future, contingent event. As a real estate agent, you may be working with adults that don’t have full capacity. Legally, they are competent until they are adjudicated not, but they may have limited capacity depending on what type of decision is being made. This capacity may be something of concern for real estate agents. In this case, agents can go to the client's Power of Attorney or a family attorney or could go to their closing company attorney. As an agent, if you’re unsure about a client’s capacity, a respectful approach would be to ask your client if they have a Power of Attorney, to serve as a sounding board for security measures. That way the POA can protect all parties involved, but the older client can still feel like they are in control of the decision. You could also ask if there’s another professional advisor they’d like to run the decision by. Some other documents that are part of estate planning are HIPAA release, as well as a will substitute, like a trust. Trusts are legal documents that permit you to transfer assets either prior to your death or after. The grantor is the person that sets up the trust, and it’s their purpose for having the trust that guides how it’s used and what language needs to be in there. The trustee is the manager. The principle is the asset that is titled to the trust; beneficiaries are the persons who are supposed to benefit from the trust in life, as well as remainder beneficiaries that will inherit the asset after the death of the grantor. Some are very wealthy, but you really don’t have to be super wealthy to benefit from a trust. A trust is a good way to manage assets of a vulnerable person. The takeaway here for real estate agents is to be able to offer clients the trust without putting children (or someone else) on the deed. What about probate? Probate is not just about transferring title to a named beneficiary; it is also about cutting off claims of creditors. REALTORS® general prefer real estate to go through the probate process because they can be assured there aren’t outlying, lingering creditors. There are ways of transferring real estate that may avoid probate. Barbara talks about some of the different ways you can own property that would prevent the property from probate. If you die without a will, a judge will say how the assets are going to pass. You may have full probate, or something called muniment of title, which serves the purpose of transferring title (not full probate). There are many small details that can change the outcome of a transaction. There may be a general answer to a general question, but you may find something out later on that could change the answer. There could be laws or practices that differ from state to state that could change whether you can sell a property under probate. Barbara shares some examples in the state of Tennessee, and how that compares to what she sees in other states. This could play into inheritance tax as well. There is an estate tax on the federal level (the exemption is 11.8 million), and the inheritance tax is a state tax in different states. One of the things they talk about in the Senior Specialist Designation class is Medicaid. Medicaid is a federal set of laws that is administered on a state level. It’s designed as a safety net program for categorical eligible people for medical insurance but also serves as a payer for long-term services and support. A lot of people think that having Medicaid pay for their care at the end of life might be a good idea because they’re afraid their assets would be used up having to pay for nursing care. There are several types of mature adult housing before nursing care, and Medicaid does not cover those expenses. Assistance for these types of expenses may differ state to state; Barbara shares how TennCare works in Tennessee. There are income restrictions that govern whether a person can use Medicaid. You have to look at income versus net worth, and sometimes you can protect your net worth through the use of an irrevocable trust. This requires some planning because there is a 60-month lookback for Medicaid. There is usually a workaround for the trust, but you wouldn’t need to address this until the point of application. There are so many ins and outs and they differ from situation to situation. It’s important to help your clients find the professionals they need to figure out how they can benefit most. When people decide they need the help of an elder care attorney, what options do they have? It may seem expensive upfront, but will likely save a client money in the long run. Many people are surprised by what Elder Care Law firms can offer. It’s important that other professionals, who have likely worked with adult clients for much of their lives, are aware of elder care law professionals. Fees typically would be 1-2 months of nursing home care, so it’s affordable and reasonable value. Elder Care Law is a growing niche in the US; it seems to resonate with younger people that are looking for a truly meaningful career. As people are aging, we need more care. The laws continue to change as well, and when you’re dealing with so much government regulation, it’s important that you’re working with someone who is staying on top of the changes. It’s always the law that’s in place at the time a person passes that will impact a state recovery for Medicaid recipients. To learn about social security benefits, there is a lot of information on the social security administration website. To get the best information, going to a certified financial planner is the wisest course of action. They should be able to recommend when you should start taking your social security, whether you should draw from your spouse or on your own, and what to do it you’re widowed or divorced. There is a lot of information out there on the topic of elder care. It’s important to consider all of your sources, and streamline it down to your options and planning proactively for the future. People should get started early, and know that their estate planning is a process, rather than an event they can check off on their list of things to do. Guest Links: Website: tn-elderlaw.com Facebook: Takacs McGinnis Elder Care Law National Elder Law Foundation - Find a Certified Elder Law Attorney in your area. nelf.org   Training4RE.com Center for REALTOR® Development — onlinelearning.REALTOR® Crdpodcast.com - Podcast Website CRD@REALTORS.org Guest Bio: Barbara Boone McGinnis, CELA Barbara is certified as an elder law attorney by the National Elder Law Foundation and as a Certified Elder Law Specialist by the Tennessee Commission on CLE and Specialization. She is also a VA-accredited attorney. Before receiving her license to practice law in Tennessee, Barbara spent more than 20 years as a Registered Nurse and Gerontological Nurse Practitioner. Host Information: Monica Neubauer Speaker/Podcaster/REALTOR® Monica@MonicaNeubauer.com FuntentionalLiving.com FranklinTNBlog.com

Victoria Collier founded The Elder & Disability Law Firm of Victoria L. Collier, P.C. to serve the legal needs of senior citizens when their health care needs increase. Victoria is a Certified Elder Law Attorney through The National Elder Law Foundation and has been named as “Fellow” of the National Academy of Elder Law Attorneys (NAELA). She is the author of 47 Secret Veterans Benefits for Seniors and Paying for Long Term Care – Financial Help for Wartime Veterans: The VA Aid & Attendance Benefit.

Victoria Collier founded The Elder & Disability Law Firm of Victoria L. Collier, P.C. to serve the legal needs of senior citizens when their health care needs increase. Victoria is a Certified Elder Law Attorney through The National Elder Law Foundation and has been named as “Fellow” of the National Academy of Elder Law Attorneys (NAELA). She is the author of 47 Secret Veterans Benefits for Seniors and Paying for Long Term Care – Financial Help for Wartime Veterans: The VA Aid & Attendance Benefit.

What do you do when a parent's ability to care for his/her healthcare or finances gradually deteriorates over time?Do you have questions about your own future quality care plan, government support or how to set up long-term care plan?This week, host Micheal Pope explores Elder Law with guest Julie Fielder. Julie has 29 years of experience in health care & senior services, and she is a Certified Elder Law Attorney (CELA) through the National Elder Law Foundation as well as a member of the National Academy of Elder Law Attorneys, Inc. Join us, share your experiences, raise your questions, and help those who need support figuring out the needs of parents and loved ones.SUBSCRIBE to our YouTube Channel.L!KE us on Facebook.FOLLOW us on Instagram.

What do you do when a parent’s ability to care for his/her healthcare or finances gradually deteriorates over time? Do you have questions about your own future quality care plan, government support or how to set up long-term care plan? This week, host Micheal Pope explores Elder Law with guest Julie Fielder. Julie has 29 years of experience in health care & senior services, and she is a Certified Elder Law Attorney (CELA) through the National Elder Law Foundation as well as a member of the National Academy of Elder Law Attorneys, Inc.  Join us, share your experiences, raise your questions, and help those who need support figuring out the needs of parents and loved ones. SUBSCRIBE to our YouTube Channel. L!KE us on Facebook. FOLLOW us on Instagram.

Certified Eldercare attorney Dana Bookbinder and the authors of a new book, World War II Remembered, are the guests on the May 27 episode of Boomer Generation Radio. In the Kendal Corporation-sponsored  portion of the program, Clint Gardner and co-author Mary Jenkins discuss their book that collects reminiscences of residents at the Kendal retirement community in Hanover, NH. Clint was in the 13th wave of infantry ashore on D-Day, and was one of the US military liberators of German concentration camp Buchenwald.   Dana E. Bookbinder, CELA Begley Law Group About the guests Dana E. Bookbinder is a Certified Elder Law Attorney (CELA) by the ABA accredited National Elder Law Foundation and a Series 65 licensed investment advisor representative. She concentrates her areas of practice in Asset Protection Planning, Elder Law, Veteran's Planning, Disability Planning, Estate Planning, Life Care Planning and Estate & Trust Administration. In addition, Dana is an accredited attorney for the preparation, presentation and prosecution of claims for veteran's benefits before the Department of Veterans Affairs (VA). Dana is a former Chair of the Elder and Disability Law Section of the New Jersey State Bar Association and past Chair of the Burlington County Probate Committee. She has authored several articles on legal devices for asset, estate and tax planning in publications including the New Jersey Law Journal's Financial Planning Supplement. She also lectures to civic and retirement groups and holds seminars sponsored by the New Jersey State Bar Association. She is a member of NAELA, a life member of The National Registry of Who's Who and a member of the New Jersey State, Pennsylvania and District of Columbia bar associations. She received her B.A. degree with distinction from Cornell University and her law degree from The George Washington University Law School. Watch a panel discussion video involving Mary and Clint taped during a 2012 Veterans Day Observance at Dartmouth College.   Boomer Generation Radio airs on WWDB-AM 860 every Tuesday at 10 a.m., and features news and conversation aimed at Baby Boomers and the issues facing them as members of what Rabbi Address calls “the club sandwich generation.” You can hear the show live on AM 860, or streamed live from the WWDB website. Subscribe to the RSS feed for all Jewish Sacred Aging podcasts. Subscribe to these podcasts in the Apple iTunes Music Store.

What do you do when a parent's ability to care for his/her healthcare or finances gradually deteriorates over time?Do you have questions about your own future quality care plan, government support or how to set up long-term care plan?This week, host Micheal Pope explores Elder Law with guest Julie Fielder. Julie has 29 years of experience in health care & senior services, and she is a Certified Elder Law Attorney (CELA) through the National Elder Law Foundation as well as a member of the National Academy of Elder Law Attorneys, Inc. Join us, share your experiences, raise your questions, and help those who need support figuring out the needs of parents and loved ones.Listen to more episodes.Click here to SUBSCRIBE to our YouTube Channel.Like us on Facebook.

What do you do when a parent’s ability to care for his/her healthcare or finances gradually deteriorates over time? Do you have questions about your own future quality care plan, government support or how to set up long-term care plan? This week, host Micheal Pope explores Elder Law with guest Julie Fielder. Julie has 29 years of experience in health care & senior services, and she is a Certified Elder Law Attorney (CELA) through the National Elder Law Foundation as well as a member of the National Academy of Elder Law Attorneys, Inc.  Join us, share your experiences, raise your questions, and help those who need support figuring out the needs of parents and loved ones. Listen to more episodes. Click here to SUBSCRIBE to our YouTube Channel. Like us on Facebook.