Legal and Financial Update


  • October 23, 2012 - October 23, 2012
  • 8:00AM - 3:00PM

  • An accessible version of this document is available upon request.

    Please specify if you are requesting PS Enrichment Credit. You will be notified prior to the session if you have been approved by the Department of Aging to receive the credit. If you attended this training in the past three years, PS Enrichment Credit cannot be approved.

    Dealing with legal and financial matters for seniors and special needs individuals can be confusing.  This session is designed to increase your comfort, competence, and confidence in dealing with these important issues.  Topics include:

    •  Legal Issues—Background and updated information on Medicaid, how Medicaid works with long term care, spousal impoverishment and recent changes.
    • Forms of Ownership—Tenancy in Common, Joint Tenancy With Right of Survivorship, Life Estates (Retained and Granted), Partnerships, and Related Issues (Agent v. Co-Ownership, Multiple Party Accounts, In Trust for Accounts, Payable on Death Accounts, and Transferable On Death Accounts)
    • Annuities—Parties to an Annuity (Issuer, Owner, Annuitant, Beneficiary), and Types of Annuities  (Fixed Immediate, Variable Immediate, Fixed Deferred, Variable Deferred, and Equity Indexed)
    • Life Insurance—Issuer, Owner, Insured, Beneficiary, Types of Insurance (Term Insurance), and Cash Value Insurance (Whole Life, Universal Life, and Variable Life)
    • Trusts—Types (Testamentary v. Inter vivos, Revocable, Irrevocable, Special Needs, Mental Health POA, and Spendthrift); IRAs, Mutual Funds, and Custodial Accounts
    • Power of Attorney—Legal Requirements for a valid Power of Attorney; Types of Powers of Attorney (Financial and Healthcare), and  Special Considerations (Gifting and Substitute Agents)
    • Advance Directives—Living Will and Healthcare Power of Attorney
    • Guardianship—Plenary v. Limited, Guardian of the Person, Guardian of the Estate
    • Representative Payee
    • Medical Assistance Estate Recovery—Benefits subject to MAER, and state recovery

    About the Presenter:  Kevin Grebas received his B.S. in Political Science from the University of Scranton and his law degree from the Dickinson School of Law of the Pennsylvania State University. He has provided training for PDA care-managers throughout Pennsylvania and frequently speaks to community groups and professional organizations about legal issues affecting the elderly. Attorney Grebas serves clients from across Northeastern Pennsylvania from the Wilkes-Barre office of the Elder Law Firm of Marshall, Parker & Associates, LLC.

    Registration Information:

    Workshops begin promptly at 9:00 AM.  Registration deadline is one week prior to the workshop.  Cancellations made up to 72 business hours before each seminar will be refunded.  Registered no-shows will be billed.  If you need special accommodations of any kind, please contact the Long Term Living Training Institute at 717 541-4214.

    Fax completed form to 717 541-4214 or register below.

     

    Please note that there is a $50.00 fee to attend this training. This fee includes breaks and lunches.

     

     

     

  • Overnight Accommodations: 

    Wilkes-Barre:  The Woodlands, 1073 Highway 315, Wilkes-Barre, PA 18702.  Phone 570-824-9831.  Please contact the hotel for rates and availability.

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