Medicaid Planning for Financial Planners
July 22, 2025 | 12:00 pm–1:00 pm ET
Medicaid is complicated! This one-hour session, designed specifically for financial planners, features Dennison Keller discussing key Medicaid planning strategies. Topics include Medicaid eligibility, available exemptions, how to protect Traditional and Roth IRAs, the Medicaid spend down process, and why annuitizing assets can be a costly error. Dennison Keller will also explore how to use trusts…
Ethical Considerations for Representing Elderly Individuals With Diminished Capacity
August 6, 2025 | 3:30 pm–5:00 pm ET
How sharp does an elder have to be to sign a legal document such as a Will, Financial Power of Attorney, or Contract? Elder Law Attorney Dennison Keller will explain the definitions and standards of legal capacity and how they vary depending on what documents a client is signing. Elder Care Coordinator/Social Worker Tracey Collins…
4th Annual Elder Care Symposium
September 11, 2025 | 8:15 am–4:30 pm ET
JOIN US FOR OUR 4th ANNUAL SYMPOSIUM ON SEPTEMBER 11, 2025 Learn from some of the best minds in the field of aging. Meet representatives from senior care providers, including nursing homes, assisted living facilities, memory care, independent living, funeral homes, technology companies, social service agencies, realtors and much more Presented by The Law Practice…