A New Generation of Estate Planning: Beyond Electronic Wills

This session covers an overview of the basic Medicaid planning rules and regulations, including citations to the applicable Illinois Administrative Code sections and Medicaid Policy Manual rules. We take an in-depth look at what qualifies as an exempt resource and the various transfer rules that will allow your client to obtain the maximum benefit from their resources while meeting the eligibility requirements. This session includes an overview of the rules for single applicants and married applicants as they begin their Medicaid journey, as well as some strategies to consider when you are faced with a client who did their own DIY Medicaid plan before seeking your legal advice and expertise. Originally presented as part of the Elder Law Short Course 2023.

Planning for a disability should be part of any discussion during estate planning. This course addresses topics that should be a part of this conversation. These include Powers of Attorney, and the possible inclusion of enabling the agent to make gifts of the principal's property and beneficiary designations. The course also involves discussion of the estate plan as a living document that needs regular review and updating. A discussion of various trusts is included. Originally presented as part of the Estate Planning for the 99%.

A discussion of the building blocks of an estate plan and factors to consider when developing one for a client.