Critical Issues Facing Senior Clients
Produced on: March 27, 2017
On Demand
Audio
Taught by
Categories:
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
Faculty
Anthony Enea
Enea, Scanlan & Sirignano, LLP
Mr. Anthony J. Enea has spent the past three decades protecting the rights of New York’s senior and disabled populations. He is a past chair of the New York State Bar Association’s Elder Law Section and president of the Westchester County Bar Foundation. Named Westchester County’s Leading Elder Care Attorney at the 2013 Above the Bar Awards, Mr. Enea’s practice areas include elder law; Medicaid asset protection trusts; Medicaid applications (home care and nursing home); special needs planning; guardianships (Article 81 and 17-A); and wills, trusts and estates.
Mr. Enea has chaired/lectured several hundred continuing legal education programs and speaks regularly at public and private organizations across the region. Currently a guest contributor for About.com’s Assisted Living Section, he is also the former Editor-in-Chief of the “Elder Law Attorney” of the New York State Bar Association’s Elder Law Section and has contributed extensively to publications for the Westchester County and the New York State Bar Associations.
Mr. Enea is president of the Westchester County Bar Foundation and a fellow of the New York State Bar Foundation. He served as a past president of the Westchester County Bar Association and the New York Chapter of the National Academy of Elder Law Attorneys. Mr. Enea is a member of the Council of Advanced Practitioners of the National Academy of Elder Law Attorneys and is on the Guardianship Advisory Committee of the Office of Court Administration for the State of New York.
Mr. Enea has been recognized with numerous peer-review designations including Westchester County’s Top 25 “Super Lawyers,” “Best Lawyer” (Best Lawyers in America, 2011-2015, and is an “AV” Rated Preeminent Attorney (Martindale-Hubbell, since 2002). He was named Best Lawyers’ 2017 Trusts and Estates “Lawyer of the Year” in White Plains and is a recipient of the Golden Harvest Corporate Award from the Westchester Public/Private Partnership for Aging Services for outstanding and lasting contributions to Westchester seniors. In 2016, Mr. Enea received the Honorable Richard J. Daronco Distinguished Service Award from the Columbian Lawyers Association of Westchester County and the Dr. Joseph A. Cimino Community Service Award from the Dominican Sisters Family Health Service. He is a member of the Somers’ Board of Ethics, the Westchester Public/Private Partnership for Aging Services, and the Business Development Board of the Hudson Valley Bank.
Enea, Scanlan & Sirignano, LLP is located at 245 Main Street in White Plains, N.Y. with additional offices in Somers, N.Y. Mr. Enea can be reached at 914-948-1500 or a.enea@esslawfirm.com.
Reviews
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!
$59
Accreditation
Get Unlimited Access to Lawline Courses
Unlimited CLE Subscription gives you access to take almost any course from our catalog and earn as much CLE credit as you need.
Culture Blog
Facebook
Twitter
LinkedIn
Youtube
Glassdoor