Publications and Presentations

Publications:

  • Contributing author, 2015, Compensation and Protecting Caregiver Interests and Caregiver Agreements as Part of Benefits/Life Planning in "Elder Law: Home Care and Caregiver Agreements" (live seminar in Raleigh, North Carolina)

  • Contributing author, 2014, First Steps and Handling Debts and Creditor Claims in "Probate Boot Camp" (live seminar in Portland, Maine)

Presentations:

  • Presenter and panelist, 2018, Handling Debts and Creditor Claims and Ethics in "Probate Boot Camp" (live seminar in Portland, Maine)
  • Presenter and panelist, 2017, Applied Legal Ethics in "Protecting Assets While Qualifying for MaineCare" (live seminar in Portland, Maine)

  • Presenter and panelist, 2017, Handling Debts and Expenses in Probate and Ethical Issues in Probate in "How to Handle the Probate Process" (live seminar in Portland, Maine)

  • Presenter and panelist, 2016, Legal Ethics and Liens, Estate Recovery and Hardship Waivers in "MaineCare Planning" (live seminar in Portland, Maine)

  • Presenter and panelist, 2015, Foundations of Estate Administration Defined and Preparing to Begin the Administration Process in "Estate Administration Procedures: Why Each Step Is Important" (live seminar in Portland, Maine)
  • Presenter and panelist, 2015, What are Trusts? Main Trust Principles and Simple Testamentary Trusts and Revocable Living Trusts in "Trusts from A to Z" (live seminar in Portland, Maine)

  • Presenter, 2014 Structuring Silent Trusts (national teleconference and webinar)

  • Presenter, 2014, Planning in Advance for Unexpected Long Term Care Needs (national teleconference)

  • Presenter, 2014, Elder Law: Drafting Caregiver Agreements II (national teleconference)

  • Presenter, 2014, Elder Law: Drafting Caregiver Agreements I (national teleconference)

  • Presenter and panelist, 2014, Abuse by Relatives, Caregivers, Powers of Attorney/Guardians or Trusted Others in "Advanced Elder Law" (live seminar in Portland, Maine)

  • Presenter and panelist, 2013, Administering the Estate Effectively and Maintaining an Ethical Balance in Probate Practice in "The Probate Process from Start to Finish" (live seminar in Portland, Maine)

  • Presenter, 2013, Top Elder Care Planning Strategies II (national teleconference)

  • Presenter, 2013, Silent Trusts: Top Risk and Opportunities for Grantors and Beneficiaries (national teleconference)

  • Presenter, 2013, Top Elder Care Planning Strategies I (national teleconference)

  • Presenter and panelist, 2012, Qualifying for Medicaid Long-Term Care Programs and Preserving Family Assets When Qualifying for Medicaid in "Resolving Legal and Financial Issues in Elder Care" (live seminar in Portland, Maine)

  • Presenter, 2012, Elder Law: Helping Care Dependent Clients Stay at Home (national teleconference)