Elder Law: Beyond Simple and Probate Wills

Legal Area:        Estate Planning Probate Trust Health Elder Special Needs
Total Credit Hours:        1.50
Ethics Credit Included:        0.25
Registration Fee:        $30.00
Course Materials:        textaudiovideo
Session END DATE:        12/31/2021
Information:        LAST CHANCE $15

** Available on-demand any time of day and in time increments convenient to you through Session End Date above **

This in-depth online CLE program is designed to provide a basic overview of common public benefits programs, such as Medicare and Medicaid, as well as elder law estate planning: including powers of attorney, types of trusts and planned inheritance strategies. This presentation will also address transfers and/or gifts of assets and the effect on benefits eligibility, proper use of power of attorney, and settlement and accidental inheritance strategies. The program will also cover additional subjects such as: who is the elder law client when dealing with an agent, to gift or not to gift, and blended family difficulties. This course features streaming video and audio (as well as downloadable MP3 audio) presentations from a live CLE seminar by the Houston Bar Association (HBA) on October 27, 2017.

Subjects and speakers for this course include:

    • Estate Planning Overview and Proper Use of Powers of Attorney

    • What Happens to the Property and the Children if There is Not a Will? What About Blended Family Difficulties?

    • Planned Inheritance Strategies, Accidental Inheritance Strategies, and Settlement

    • Trust Overview and Types of Trusts

    • Special Needs Trust Overview

    • Probate v. Non-Probate Assets

    • Transfer and/or Gifts of Assets and the Effect on Benefits Eligibility

    • Planning for Incapacity - Business, Finance and Medical Issues

    • Medicaid Regulations

    • Protected Resource Amount (PRA) and Calculating the PRA

    • Spend Down Problems and Spousal Impoverishment Appeal

    • Star + Plus Program

    • Medicare Basics Parts: A, B, C, & D

    Speaker: Bryn Poland, with the Law Office of Pi-Yi Mayo. Licensed to practice law in the state of Texas, Bryn is a member of the Texas Bar Association, the Houston Bar Association, the National Academy of Elder Law Attorneys (NAELA), the Texas chapter of NAELA, and the Special Needs Alliance. She is a member and past president of the Elder Law Committee of the Houston Bar Association and a member of the Continuing Legal Education Committee of the Houston Bar Association. More information may be found on her firm's website.


    This course is approved for CLE credit by the STATE BAR OF TEXAS (MCLE Provider #8238).  Please check with your State Bar regarding specific accreditation requirements.

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