Estate Planning, Trusts & Probate

Asset Management in Elder Law for Paralegals

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Texas State Bar of Paralegal Division Approved 1 Total
OnDemand
57 minutes
Julian LaCasse
With Julian F. LaCasse from Gadi Zohar
Recorded May 21, 2024.
Product ID 98645

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Course Includes
$119

OnDemand Video

Course Book Download

OnDemand content will be available within 7 days of event date.

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Overview

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.

Abbreviated Agenda

  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

Related Topics

Product ID 98645

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Texas State Bar of Paralegal Division Approved 1 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Asset Management in Elder Law for Paralegals

    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

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

Speakers

Julian F LaCasse
Julian F.
LaCasse
Gadi Zohar
Speaker bio
Julian F LaCasse

Julian F. LaCasse

Gadi Zohar
Julian LaCasse

is an of counsel attorney with Gadi Zohar whose practice focuses on estate, business and tax planning, administration of decedents' estates including trust and probate administration, and various business matters such as creation, administration, governance and succession of entities. He studied writing and philosophy at Gonzaga University before earning his J.D. degree from Santa Clara University School of Law. While attending Santa Clara University School of Law, Mr. LaCasse pursued diverse interests through his work in Congress for Representative Sam Farr, a fellowship with former Secretary of Defense Leon Panetta, and publishing online on the topic of bail reform and policy, on his way to earning a Public Interest and Social Justice Law Certificate. He is admitted to practice in California.

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Top FAQs

What is included with my course purchase?

When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.

With each course, you will receive access to the content via OnDemand Streaming and the Video Download.

Course reference materials are included with each course purchase in a downloadable PDF format.
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Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.
Do you have options for attendees who are deaf or hard of hearing?

Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.
Are multiple attendee discounts available?

Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.
When will the OnDemand be available and how long will I have access to the content?

The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.

If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.

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