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Introduction to Elder Law Planning | CMBA CLE Catalog

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Introduction to Elder Law Planning

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Date Published

November 13, 2020


Cleveland Metropolitan Bar Association


Elder Law Planning


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Tune in for an overview of some key aspects of elder law planning - this program qualifies for 3.0 hours of CLE. 

Medicaid Planning 
1.0 Hour
This session will be set up as a panel discussion where a moderator will propose various hypotheticals set up what might be presented during an initial client consultation. The panelists will outline possible Medicaid planning strategies based on the hypotheticals presented.

Second Session
2.0 Hours
Power of Attorney and Guardianships (Legal Capacity/Ethics)
Allen Sweet, Sweet Legal Group, LLC
Whether due to lack of physical ability, cognitive function, or simple desire, an individual may not be able to take care of necessities. Fiduciaries can be essential to achieve goals and to take care of those necessities. We will discuss the roles of fiduciaries, important provisions to include in private documents, and court intervention within the elder law context. This session will include a discussion of relevant ethical considerations.

Special Needs Overview
1.0 Hour
Christina M. Bushnell, McFadden Bushnell LLC
Dawn McFadden, McFadden Bushnell LLC
It is important for all attorneys engaged in elder law planning to have a basic understanding of special needs planning. This session will provide an overview of special needs planning, including discussions of the government benefits that are particularly relevant for individuals with disabilities, the various types of special needs trusts, and the benefits of including STABLE accounts in special needs planning.

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Allen Sweet
Sweet Legal Group, LLC

I am an estate planning and elder law attorney helping individuals and families navigate the complexities of Medicaid... Read More

Christina M, Bushnell
McFadden Bushnell LLC

Chris is a founding partner of McFadden Bushnell. A longtime resident of the Cleveland area, Chris spent the first decade of... Read More

Dawn McFadden
McFadden Bushnell LLC

Dawn is one of the founding partners of McFadden Bushnell. Dawn moved to Chagrin Falls, Ohio when she was in High School. She... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Video Presentation
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If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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