The primary objectives of estate planning are to
provide for the orderly disposition of a person's assets in accordance
with their wishes; and to legally avoid paying any unnecessary taxes on
the assets prior to them being passed on to beneficiaries. It is useful
for persons who are professionally advising or working with seniors (and
their families) to at least have a basic understanding of this process
as it relates to both advance planning for and the use of care and
associated assets prior to death, as well as regarding charitable
giving. Subjects will include probate, revocable and irrevocable trusts,
special needs trusts, estate and gift taxation. The goal of this program
is not to train you to give estate planning advice, but rather to give you the
knowledge you need to know when to refer your clients to an elder law attorney.
IN VIRGINIA :
This session will be taught by
Bill Fralin, Esq. Bill founded The Estate Planning & Elder Law Firm, P.C.
in 1994. He is also an accredited attorney for the preparation, presentation and
prosecution of claims for veterans benefits before the Department of Veterans
Affairs (VA). Bill limits his practice to life care planning for seniors, elder
law, Medicaid, public benefits eligibility asset protection, care review and
advocacy, and estate & incapacity planning.
Bill is one of only 20 attorneys
practicing in Virginia, Maryland and the District of Columbia certified in elder
law (CELA) by the National Elder Law Foundation. He was named in 2004, 2007 &
2009 in Washingtonian magazine as one of the top elder law attorneys in the
region. Also, he was named in 2007 Super Lawyers magazine as one of the top 100
attorneys in Washington, DC region and was named in Virginia Business magazine
as one of the top 50 attorneys in the state of Virginia. Additionally, Bill has
been listed in Washington DC Super Lawyers magazine from 2007-2010, Virginia
Super Lawyers magazine 2006-2009, and Virginia Business magazine, Legal Elite
2004-2009. In 2003, Bill attained the rating of “AV” from the Martindale Hubbell
Law Directory, the highest rating available for legal abilities and ethics.
Since 2006, Bill has been listed in The Bar Register of Preeminent Lawyers.
Mr. Fralin lectures frequently on topics relating to life care planning for
seniors, elder law, asset protection and preservation and estate and incapacity
BALTIMORE AND SUBURBAN MARYLAND:
This session will be taught by
Mindy Felintom, Esq. For over 30 years, Ms. Felinton has had extensive
experience in the areas of trusts and estates, pet trusts, probate and trust
administration, nursing home law, asset protection, living wills, wills, trusts,
Medicaid planning, special needs trusts, guardianships and elder law. Ms.
Felinton provides a personal approach to planning and goes beyond mere legal
document preparation, to identify clients' personal objectives, striving to
understand their goals. Ms. Felinton works closely with family members to make a
smooth transition for their Mom, Dad or spouse.
Ms. Felinton is a member
of the Maryland, Florida and District of Columbia Bars. She was an Assistant
State's Attorney and, as a special prosecutor, handled animal abuse cases, many
of which have been profiled on television, radio and in the international press.
She is a member of the Estates and Trusts Section and the Elder Law Section of
the Maryland Bar, Real Property and Trusts section of the Florida Bar, the
Animal Legal Defense Fund, Senior Connection volunteer, and the National Academy
of Elder Law Attorneys. Ms. Felinton is Vice President and a Board member of
CASA (Court Appointed Special Advocates) and a preferred AARP provider. Ms.
Felinton frequently lectures on Medicaid planning, Trusts, Wills, Elder law and
Living Wills. She volunteers with House with a Heart and makes weekly visits to
a nursing home with her two dogs, Precious and Pumpkin to the delight of
ANNAPOLIS AND SOUTHERN MARYLAND:
This session will be taught by Terry Douglas, founder of the Douglas Law
Office based in Annapolis, Maryland. Her practice focus is Estate
Planning (including Wills, Trusts, and Powers of Attorney), Long-Term
Care Planning, Asset Protection, and Veterans Pension Benefits. Her
in-depth experience with both military and civilian families helps her
appreciate the importance of providing excellent service, as well as the
close personal attention those families want and deserve. Terry provides
a variety of free workshops designed to teach fundamental estate
planning concepts, and she has served as guest lecturer on estate
planning for local community senior centers. She is also a mediator and
collaborative law practitioner.
Ms. Douglas has a law
degree from University of Minnesota Law School and a BA in Economics
from Wartburg College and was admitted to practice law in Maryland in
1997. She is a member of the
Maryland State Bar Association, Estate and Trust Law Section, Anne
Arundel County Bar Association, National Academy of Elder Law Attorneys,
National Care Planning Council, and the Anne Arundel Senior Provider
Group. Previosuly she served as
Commander (O-5), U.S. Coast Guard Reserve, Judge Advocate