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On Demand
Included in
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Critical Issues Facing Senior Clients in New York
What You'll Learn AI-Generated
- 1 What authority a health care proxy grants and why a separate HIPAA authorization is often used
- 2 Draft a durable general power of attorney that includes gifting, trust transactions, and broad modification clauses
- 3 Which transfers create a five-year Medicaid look-back and which transfers are exempt
- 4 How spousal refusal and the assignment of support can permit Medicaid to pursue the refusing spouse
"Clear, practical estate‑planning strategies for seniors—Medicaid, gifting, and trusts—taught in a usable, comprehensive format."
Based on transcript analysis and 19 reviews
Overview
Intermediate
This course includes:
- 55 minutes on-demand video
- Certificate of completion
- CLE credits and reporting (if applicable)
- Closed captions
- Desktop & mobile access
CLE Credits
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