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Online Courses

Practice Area: Elder Law


We currently have 5 MP3s in this practice area.


Software and Technology Tools for Estate Planners

From the ALI CLE program, "Software and Technology Tools for Estate Planners" (February 15. 2018)

Original Date(s): February 15, 2018
Segment Runtime: 01:31:11
Speakers: John Mabley, Amy Morrissey and James Worthington

Includes the following course materials:

  • “Case Management” Solutions: Your Time Really Does Matter – A Conversation about Time Matters - Slides
  • Case Management & Presentation Software for the (Smaller) Estate Planning Practice
  • Document Assembly for Estate Planners
  • Encryption, Document Assembly Software, and Cloud Storage
  • Hardware Considerations
  • Presentation Software Exhibit 1 - Edraw Family Tree
  • Presentation Software Exhibit 2 - Illustration of Annuity, Life Estate, and Remainder Factors (Derived from Estate Planning Tools by Stephan R. Leimberg & Robert T. LeClair)
  • Presentation Software Exhibit 3 - Illustration of Estate Planning Tool – Grantor Retained Annuity Trust (Derived from Estate Planning Tools by Stephan R. Leimberg & Robert T. LeClair)

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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 Challenge s" (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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and Ethical ChallengesMore Info Preview Preview Add to Cart - Planning for Incapacity: Financial Powers of Attorney, Health Care Directives,
and Ethical Challenges Buy MP3  $129.00


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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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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