Register: https://ipe.nbi-sems.com/ProductDetails/Asset-Management-in-Elder-Law-for-Paralegals/Video-Webinar/98645ER_4067667?st=WA

Program Description

Build Your Skills!

Paralegals working in elder law play a vital role in assisting attorneys with asset management for their clients. To effectively perform this role, paralegals need a strong understanding of various aspects, including common types of assets, the mechanics of common asset transfers, gathering and organizing financial documents, benefits eligibility, and more. This cogent summary will give you the information you'll need to get (and stay) up to speed. Register today!

• Distinguish between Medicaid excluded and included assets.
• Get practical tips for obtaining and organizing financial information.
• Explore common types of assets aging clients use and their forms of ownership and transfer.
• Understand LTC insurance and other care funding options.

Who Should Attend

This intermediate level course is designed to give paralegals the knowledge they need to assist attorneys with elder care planning. Those who should attend include:

• Paralegals
• Legal Technicians
• Legal Assistants
• Legal Support Staff

Course Content

1. Identifying and Understanding Types of Assets Clients Use
2. Gathering and Organizing Financial Documents
3. Assisting With Asset Transfers (Including Real Estate Transfers)
4. Financial and Medicaid Planning Insights
5. Long-Term Care Insurance and Other LTC Funding Options
6. Investment and Financial Planning Essentials