On Demand
Audio
Critical Issues Facing Senior Clients
Produced on March 27, 2017
Course Information
Course Description
According to the U.S. Department of Health and Human Services, nearly 70% of people turning age 65 will need long-term care at some point in their lives. While realistically there is no way of predicting who will need to enter a nursing home or need in-home care, the reality is that many will. The fact that less than one third of Americans aged 50+ have begun planning for long-term care in any fashion is cause for concern.
Educating seniors and their families on the need for advanced planning is extremely important. There are a number of planning options available to shelter a client’s assets from the cost of care (e.g., gifting of assets, utilizing an irrevocable trust, and/or purchasing long term care insurance), yet many in or approaching their elder years remain in the dark. Implementing these options prior to needing care is imperative.
This course, presented by Anthony J. Enea, certified elder law attorney and managing member of Enea, Scanlan & Sirignano, LLP, offers an in-depth look at critical issues facing senior clients, including the cost of long-term care, Medicaid eligibility, and estate and gift taxes as well as advanced planning options and effective strategies for plan implementation.
Learning Objectives:
- Understand Medicaid eligibility criteria
- Identify the most common components of asset protection planning
- Assess potential estate and gift tax issues
- Recognize effective strategies for protecting a client’s assets
Credit Information
Faculty
Anthony Enea
Enea, Scanlan & Sirignano, LLP
Anthony J. Enea, Esq. is the managing member of Enea, Scanlan & Sirignano, LLP with offices in White Plains and Somers, New York. For over thirty-five (35) years, Mr. Enea has devoted his practice to educating and protecting the rights of seniors, the disabled and their families from the costs of long term care.
Mr. Enea and his firm concentrate their practice on Elder Law, Wills, Trusts and Estates, Asset Protecting Planning, Special Needs Planning, Medicaid Applications (Nursing Home and Home Care) and Guardianships (contested/non-contested).
He is the author of hundreds of published articles and a frequent lecturer to seniors, the disabled, attorneys, CPAs and financial advisors, with respect to the planning options available to seniors and their rights. For decades Mr. Enea’s articles have been published in such publications as the New York State Bar Journal, the Trusts and Estates, Elder Law, General Practice Law and Elder Law Journal for the New York State Bar Association, the Westchester County Business Journal and the Westchester County Bar Journal and Newsletter, and numerous other publications.
Mr. Enea has been Certified and Re-certified as an Elder Law Attorney by the National Elder Law Foundation as accredited by the American Bar Association*. He is a former member of the Executive Committee of the Trusts and Estates Section of the New York State Bar Association as a Vice-Chair of the Committee on the Elderly and Disabled.
Mr. Enea is the President of the Westchester County Bar Foundation and a past President of the Westchester County Bar Association.
Mr. Enea is the Past Chair of the Elder Law and Special Needs Section of the New York State Bar Association.
Mr. Enea is a Past President and a Founding Member of the New York Chapter of the National Academy of Elder Law Attorneys (NAELA). He is also a member of the Council of Advanced Practitioners of NAELA.
Mr. Enea is the Chair of the 50+ Section of the New York State Bar Association.
Mr. Enea is the 2018 recipient of the Distinguished Service Award from the Elisabeth Haub School of Law at Pace University, the Dr. Joseph A. Cimino Community Service Award from the Dominican Sisters, and the Honorable Richard J. Daranco Distinguished Service Award from the Columbian Lawyers Association of Westchester County.
Mr. Enea has been selected as a Super Lawyer for the eleventh consecutive year and for 2009, 2010, 2013, 2014, 2015, 2016, 2017, 2018, 2019 and 2020 was selected as a Top 25 Super Lawyer in Westchester County.
Mr. Enea for the seventh consecutive year has also been selected for inclusion in the “Best Lawyers in America” as an Elder Law Attorney. For the year 2020, he is the recipient of the award as “Lawyer of the Year” for Elder Law, in 2019 he was “Lawyer of the Year” in Trusts and Estates in White Plains, New York.
Mr. Enea is an “AV” Rated Preeminent Attorney as rated by Martindale-Hubbell.
Mr. Enea is also fluent in Italian.
*The National Elder Law Foundation is not affiliated with any governmental authority. Certification is not a requirement for the practice of Law in the State of New York and does not necessarily indicate greater competence than other attorneys experienced in this field of law.
Reviews
great overview !!
The most important thing I learned, and it's no minor matter, is to refer medicaid cases involving individuals with significant assets to someone who has experience.
timely and constructive suggestions
Experience counts! Thank you.
Excellent and informative presentation.
excellent review of applicable statutes and regs
Very good overview
Great presentation. Very thorough.
Presenter was excellent. Gave clear guidelines and Great information.
This is the best program I've seen ever. Direct, concise, clear and substantive. Well done Attroney Enea!
This CLE was exceptional in every respect
Excellent!
Well done t
Superb speaker, very well presented. Very informative. One of the best presenters I have listened to on Lawline.
Excellent presentation
Very, very good!
excellent
Very informative and useful presentation.
Excellent subject coverage but geared heavily towards NY Law.
I'd hire this guy
Valuable information. I will watch this one a second time.
The speaker knows this subject well
concise and effective delivery of information
Good introduction to a complex subject.
Awesome presentation—very useful info and strategies.
This course is making me plan my future.
Very informative!
Excellent presenter and course.
Very helpful.
Well organized, well presented. and most informative
Great job!
Great information & presenter! I'm curious to find out how much of the info applies in my state.
Good Course!
Fantastic program - TONS of information presented clearly, concisely and pragmatically.
Organized and clear presentation of topic.
Concise well organized
important area for my practice and I found it quite helpful
A very helpful summary of the elements of preservation of assets as an elder approaches the likelihood of assisted living or nursing home care, particularly the qualification process for Medicaid or long-term care insurance. Irrevocable trusts are also discussed in detail. The presenter was thoroughly knowledgeable of the subject matter and offered a multitude of appropriate examples.
I am an attorney who holds the Accredited Estate Planner (AEP) designation and I found this program to be a superb overview of the Medicaid planning process. The speaker was not only well-versed but clear and concise in his approach, making it very easy to understand.
Excellent course. Thank you.
An excellent and detailed CLE involving Elder Law issues and planning.
Great primer on Medicaid.
Excellent course.
Expert presenter, thorough, anticipating questions very helpful
Well presented seminar on a topic we all will face sooner or later. Good suggestions and advice.
Excellent presentation by Mr. Enea. He seemed very knowledgeable about the subject matter and wasn't just reading his outline. He spoke in a clear and engaging manner which held my interest throughout the program.
Good presentation.
excellent
Excellent presentation
superbly organized and explained
Good speaker
Superb.
Thank you.
Thank you
Excellent!
Great orator.
excellent presentation -
Exceptionally good pesentation
I enjoyed this program. It helped my understand the issues that can occur when doing medicare planing
Really excellent, well-done presentation.
Superb !
Very good presentation
Very good
Helpful presentation
Mr. Enea has presented this "dry" and complex subject in a mostly well-organized and understandable manner -- not an easy task! Thank you.
Engaging and knowledgeable speaker.
Very informative!
Excellent presenter
Excellent informative course.
very good introductory presentation
Very informative presentation.
This was the best course I have taken on Lawline thus far. Excellent lecture.
Best CLE course I have ever taken.
Excellent Instructor!
Excellent. Very informative.
informative, no nonsense, succinct course by an instructor who knows his stuff
The presenter was very knowledgeable and well-organized. The program was both cogent and an eye-opener for baby boomers approaching the golden years. I will be looking for good long term care insurance
very informative
Speaker was knowledgeable and well prepared. He also ended on time.
Excellent--very practical and useful.
Content was fine but focus was on New York law.
It would be nice if you could add a course more specific to New Jersey
very good
Very thorough and clear. Thanks.
excellent speaker
Excellent presentation!
Very well presented.
This presentation was excellent, thorough and answered some lingering questions that I had as a practicing T&E attorney.
Outstanding presentation.
Substantive materials were excellent and presentation was concise and easy to understand.
Excellent.
Excellent presentation.
this guy was great.
I would recommend for all seniors!
Very good explanations - lots of great info!
Excellent presentation.
Any attorney with elderly parents should attend this CLE.
Excellent speaker!