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Practice Area: Elder Law


We currently have 5 MP3s in this practice area.


Planning for Incapacity: Financial Powers of Attorney, Health Care Directives, and Ethical Challenges

From the ALI CLE program, "Planning for Incapacity: Financial Powers of Attorney, Health Care Directives, and Ethical Challenges" (December 6. 2017)

Original Date(s): December 6, 2017
Segment Runtime: 01:29:39
Speakers: Stuart C. Bear and David A. Rephan

Includes the following course materials:

  • Planning for Incapacity: Financial Powers of Attorney, Health Care Directives, and Ethical Challenges

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Medicaid Asset Protection Planning: Tips and Strategies for Estate Planners and Advisors

From the ALI CLE program, "Medicaid Asset Protection Planning: Tips and Strategies for Estate Planners and Advisors" (August 4. 2016)

Original Date(s): August 4, 2016
Segment Runtime: 01:32:23
Speakers: Evan H. Farr

Includes the following course materials:

  • Medicaid Asset Protection Planning: Tips and Strategies for Estate Planners and Advisors

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Tortious Interference With Expected Inheritance

From the ALI CLE program, "Tortious Interference With Expected Inheritance" (March 8. 2016)

Original Date(s): March 8, 2016
Segment Runtime: 01:31:20
Speakers: Robert D. Borteck, Robert D. Brower, Brian C. Hewitt, Gary M. Ruttenberg, and Robert N. Sacks

Includes the following course materials:

  • Another Option for Litigators: Substituted Judgment instead of a Contest
  • Family Estate and Guardianship Litigation
  • Remedies for Tortious Interference with Expected Inheritance
  • The Tort of Interference with Expected Inheritance – A New California Prospective
  • Tortious Interference with Expected Inheritance — Jurisdictional Issues

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Asset Preservation for Elder Law Clients: IIOTs Compared to Other Alternatives

From the ALI CLE program, "Asset Preservation for Elder Law Clients: IIOTs Compared to Other Alternatives" (April 21. 2015)

Original Date(s): April 21, 2015
Segment Runtime: 01:33:42
Speakers: Deborah J. Tedford, Carol Cioe Klyman, Bernard A. Krooks, Peter S. Stern

Includes the following course materials:

  • Asset Preservation for the Middle Class - Slides
  • Asset Protection For the Middle Class: Simpler Techniques
  • Exhibits for Survey of Selected Income-Only Trust Cases – Part One
  • Exhibits for Survey of Selected Income-Only Trust Cases – Part Two
  • IIOTS and Alternatives: Some California Approaches - Slides
  • Irrevocable Income Only Trusts - Slides
  • Irrevocable Income Only Trusts and California Alternatives
  • Same Trusts, Different Day—Curious, Confounding Case Law on Income-Only Trusts - Slides
  • Survey of Selected Income-Only Trust Cases
  • Use of Irrevocable Income Only Trusts in Elder Law Planning

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Medicare Set Aside Trusts: Critical Issues Surrounding Personal Injury Awards

From the ALI CLE program, "Medicare Set Aside Trusts: Critical Issues Surrounding Personal Injury Awards" (December 3. 2008)

Original Date(s): December 3, 2008
Segment Runtime: 01:02:23
Speakers: Bradley J. Frigon and Patricia F. Sitchler

Includes the following course materials:

  • Informed Consent Form (2008)
  • Recovering for Personal Injury: Successful End or Just the Beginning Medicare’s Interest in a Personal Injury Settlement?PowerPoint Presentation

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