Sponsored by Legal Aid Center of Southern Nevada | Originally recorded on 2/23/2023
1.0 General CLE credit available to attorneys with an active pro bono guardianship case or who take a new pro bono guardianship case
In this CLE, learn about how protecting a client’s benefits using a trust or other strategies can be critically important in the guardianship realm. Patrick Clifford, Esq., of Clifford Senior Law goes over the difference between means tested benefits (SSI, Medicaid, VA pension, etc.) and non-means tested benefits (SSDI, Medicare), and how different trusts and other programs can be used to protect those benefits, including ABLE accounts, first- and third-party special needs trusts, pooled special needs trusts, qualified income trusts, and Medicaid asset protection trusts.
