Elder Law: Beyond Simple and Probate Wills

Legal Area:        Estate Planning Probate Trust Health Elder Special Needs
Total Credit Hours:        1.50
Ethics Credit Included:        0.25
Registration Fee:        $35.00
Course Materials:        textaudiovideo
Session END DATE:        10/31/2019

** available any time of day and in time increments convenient to you through end date above **

CLEonline.com, together with the Houston Bar Association, are pleased to present a special online CLE program designed to provide a basic overview of common public benefits programs, such as Medicare and Medicaid, as well as elder law estate planning: including powers of attorney, types of trusts and planned inheritance strategies. This presentation will also address transfers and/or gifts of assets and the effect on benefits eligibility, proper use of power of attorney, and settlement and accidental inheritance strategies. The program will also cover additional subjects such as: who is the elder law client when dealing with an agent, to gift or not to gift, and blended family difficulties. This course features streaming video and audio (as well as downloadable MP3 audio) presentations from a live CLE seminar on this topic that was originally conducted by the Houston Bar Association on October 27, 2017. You can access this presentation on demand at any time during the course of the seminar session.

Subjects and speakers for this course include:

    • Estate Planning Overview and Proper Use of Powers of Attorney

    • What Happens to the Property and the Children if There is Not a Will? What About Blended Family Difficulties?

    • Planned Inheritance Strategies, Accidental Inheritance Strategies, and Settlement

    • Trust Overview and Types of Trusts

    • Special Needs Trust Overview

    • Probate v. Non-Probate Assets

    • Transfer and/or Gifts of Assets and the Effect on Benefits Eligibility

    • Planning for Incapacity - Business, Finance and Medical Issues

    • Medicaid Regulations

    • Protected Resource Amount (PRA) and Calculating the PRA

    • Spend Down Problems and Spousal Impoverishment Appeal

    • Star + Plus Program

    • Medicare Basics Parts: A, B, C, & D

    The speakers for this course is Bryn Poland, who is with the Law Office of Pi-Yi Mayo. Licensed to practice law in the state of Texas, Bryn is a member of the Texas Bar Association, the Houston Bar Association, the National Academy of Elder Law Attorneys (NAELA), the Texas chapter of NAELA, and the Special Needs Alliance. She is a member and past president of the Elder Law Committee of the Houston Bar Association and a member of the Continuing Legal Education Committee of the Houston Bar Association. More information about the biography for Ms. Poland may be found on her firm's website.


    This course is approved for credit by the MCLE Committees of the STATE BAR OF TEXAS and the STATE BAR OF CALIFORNIA (MCLE Provider #8648).
    These are not self-study credits, but rather 'participatory' credits as you would receive for attending a traditional, live CLE seminar.

    In addition, regular CLE credits for this seminar may also be available in a number of other states through CLE Reciprocity, such as FLORIDA, or as an "Approved Jurisdiction", such as TENNESSEE. * Please check with the Tennessee State Bar for accreditation information. *

    If you are new to CLEonline.com and you would like to register for this course, please click this link to see some brief instructions on how to 'SIGNUP' as a new user and register for this (or any other) seminar. If you were given a Discount Code for this course, be sure to enter it on the CLEonline.com Shopping Cart page once you have added this course to your shopping cart and click the 'Update' button.

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