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Asset Protection in the Public Benefits Context

SKU: EST1800
Total Credits
2.5 - 3.1
Price$125
  • Online Access
  • Smartphone
  • iPad/iPod/Tablets
  • CDs/DVDs

Description

Nationally recognized asset protection and elder law expert, Robert F. Brogan, C.E.L.A., presents over two hours of information you can use to guide your clients in preserving their legacy, while obtaining the public benefits necessary to address their long-term care needs. This CLE program, designed for the intermediate and more advanced practitioner, explores a variety of techniques which the presenter has used successfully in one of the most difficult states in the country for Medicaid Planning. If your state engages in a pattern of improper denials to deter practitioners and their clients from exercising rights under federal law, then this is a must-see lecture for you.

Hear common pitfalls to avoid in drafting and planning to insure that you will be in the best position for fair hearings and appeals. Get up to date information on the use of single premium immediate annuities for community spouses or individuals using qualified or non-qualified funds. Explore the interplay between asset protection and special needs trusts for those who have a determination of disability from Social Security. Be alerted to the pitfalls of credit shelter trusts, HEMS standards, and simple “I Love You” Wills, when there are indicators that a surviving spouse anticipates needing care outside the home in the future. Come to a better understanding of the tax implications of drafting for grantor trust status with irrevocable trusts. Learn how to protect low-basis assets while not losing step-up on death. Educate yourself on approaches to protect assets in trust from estate recovery.

Lecturer Bio

Robert F. Brogan, Esq. CELA

Robert F. Brogan, of Point Pleasant, New Jersey, President of the Brogan Law Group concentrates his practice in elder and disability law, including Medicaid Planning, Special Needs Planning, asset preservation, guardianships, Veteran’s Benefits, Wills and trusts, estate and trust administration and probate litigation.

Certified as an Elder Law Attorney by the ABA-accredited National Elder Law Foundation, Mr. Brogan has served as Chair of the Elder and Disability Law Section of the New Jersey State Bar Association and has served as a Director on the Board of Directors of the National Academy of Elder Law Attorneys. He is a member of the Special Needs Alliance, an invitation only national consortium of attorneys dedicated to special needs and disability law. He served as Chair of the Ocean County Bar Association Elder Law Committee and is an accredited attorney by the U.S Veteran’s Administration.

Mr. Brogan has been selected for inclusion in Super Lawyers 2008, 2009, 2010, and 2011 Editions, and has received an A-V Preeminent Peer Review rating from Martindale-Hubbell. He serves as the legislative liaison for the New Jersey Chapter of the National Academy of Elder Law Attorneys and has served on the Public Policy and Grassroots Advocacy Committees of the National Academy of Elder Law Attorneys. He serves as a Board Member on the NAELA Senior Rights PAC. The New Jersey State Bar Association has awarded him the Legislative Advocacy Award twice for his advocacy efforts in the field of elder law.

Mr. Brogan regularly lectures to other attorneys at the state and national level regarding Medicaid planning, planning for people with special needs, and the policy impact of healthcare issues on seniors and those with special needs. He is the author of articles published by New Jersey Lawyer Magazine, the New Jersey Institute for Continuing Legal Education, Suffolk University School of Law, the Special Needs Alliance and the National Academy of Elder Law Attorneys.

Mr. Brogan received his B.A., with high honors in journalism, from Rutgers College, where he was also an Eagleton Institute Associate in the political science department. He received his J.D. from Rutgers Law School-Camden, where he participated in the Rutgers Elder Law Clinic, providing legal representation to impoverished seniors in Camden County. Mr. Brogan served as Law Clerk to the Honorable William H. Huber, Presiding Judge in the Chancery Division, General Equity Part, Superior Court of New Jersey, in Toms River, New Jersey. He is a happily married father of seven wonderful children.



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