Elder Law 101 (Including 1hr. of Ethics)

Mary Akkerman
Mary Akkerman | Partner, Davenport Evans Lawyers

Mary practices in estate planning, including dynasty trusts, domestic asset protection trusts, estate and trust administration, guardianships and conservatorships, business and tax planning, estate and gift tax planning, tax appeals, and related litigation.

Live Video-Broadcast: September 29, 2022

Elder Law 101 (Including 1hr. of Ethics)

$245.00 3 hour CLE

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Program Summary

Join myLawCLE for a seminar on the basics of Elder Law, including estate planning, Medicaid qualified trusts, planning for government benefits, guardians and conservatorships, and how to work with clients with diminished capacity. This CLE contains an hour of ethics.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • Estate planning for the elderly client
  • Medicaid qualified trusts
  • Planning for government benefits
  • Ethics

Date / Time: September 29, 2022

  • 2:20 pm – 5:40 pm Eastern
  • 1:20 pm – 4:40 pm Central
  • 12:20 pm – 3:40 pm Mountain
  • 11:20 am – 2:40 pm Pacific

 

Closed-captioning available

Speakers

Mary Akkerman_Davenport_Evans_Hurwitz & Smith LLP_FedBarMary Akkerman | Partner, Davenport Evans Lawyers

Mary practices in estate planning, including dynasty trusts, domestic asset protection trusts, estate and trust administration, guardianships and conservatorships, business and tax planning, estate and gift tax planning, tax appeals, and related litigation. She is skilled at establishing public and private trust companies in South Dakota and regularly works with U.S. and international families and advisors.

Mary is an American College of Trust and Estate Counsel (ACTEC) Fellow. She is a member of the Society of Trust and Estate Practitioners and Sioux Falls Estate Planning Council.
Mary has received an AV Preeminent® Peer Review Rating by Martindale-Hubbell®, for the highest level of professional excellence for legal knowledge, communication skills and ethical standards. She has a Band 1 individual ranking in the Chambers High Net Worth Guide by Chambers and Partners in the area of Private Wealth Law, and is listed by Best Lawyers® in Trusts & Estates. Mary has also been ranked in the top 5% of practicing attorneys in South Dakota by Great Plains Super Lawyers in the areas of Estate Planning & Probate.

Agenda

I. Estate planning for the elderly client | 2:20pm – 3:00pm

  • Wills
  • Trusts
  • Life Estates
  • Beneficiary Designations or Pay on Death Designations
  • The Importance of Titling
    • Joint ownership
    • Tenancy in Common
    • Transfer on Death Deeds
  • Powers of Attorney
  • Living Wills or Advance Directives

II. Medicaid qualified trusts | 3:00pm – 4:10pm

  • Who is a good candidate?

Break | 3:30pm-3:40pm

  • Does your state allow them?
  • How to structure

III. Planning for government benefits | 4:10pm – 4:30pm

  • Medicaid
  • Medicare
  • Veterans’ Benefits

Break | 4:30pm – 4:40pm

IV. Ethics | 4:40pm – 5:40pm

  • Who is your client?
  • Joint representation
  • Confidentiality
  • What to do when the client has diminished capacity
  • Americans with Disabilities Act
  • Avoiding fraudulent transfers