Continuing Legal Education

Learning is a Never-Ending Process—a Process that Hammond and Associates Take Seriously.

Jeffrey Hammond is a great believer in Continuing Legal Education (CLE). He is the Co-Chair of the CLE Committee of the Bar Association of Montgomery County, Maryland. “CLE provides an opportunity for practicing attorneys to share experience and knowledge in a way that enhances the understanding of all participants and improves the quality of the practice of law throughout Maryland.”

Hammond regularly makes presentations with respect to his practice areas and is an instructor at CLE Courses. He has been or is scheduled to be an instructor with respect to Medicaid Planning, Countable and Non-Countable Resources (Assets), Estate Administration Procedures, Considerations for Collecting the Assets, Preparing the Inventory and Handling Claims Against the Estate, Estate Planning, and Documenting Long-Term Care, Incapacity, End-of-Life Decisions, and all Elder Law related cases.

“With great enthusiasm and determination you will master the art in your field.” ― Lailah Gifty Akita

Even though Continuing Legal Education is not required in Maryland, Hammond regularly attends CLE Courses in order to expand his knowledge base in his areas of Elder Law practice and to remain up to date and informed with respect to changes in the law and law practice. During the 12 month period beginning on September 10, 2014, Hammond attended over 40 hours of CLE Courses.

Contact us online or call us at ​301-861-4555 and we can discuss how we can provide assistance throughout the entire process. We want to help you protect your loved ones in Maryland!

Continued Learning Elder Law, Estate Planning, and Estate Administration Courses

These are some of the CLE courses Jeffrey Hammond has attended or is scheduled to attend:

Housing Options for the Elderly and Individuals with Disabilities: What Is Available and How to Pay for It

Material covered:

  • Fair Housing Act
  • Finding and Maintaining a Continuum of Housing Options for Individuals with Disabilities: legal, financial, and regulatory challenges
  • Housing Programs for the Elderly & Individuals with Disabilities with the Department of Housing and Urban Development: Section 8, Section 202 Supportive Housing for the Elderly, & Section 811 Supportive Housing for Individuals with Disabilities.
  • Assisted Living; Senior Assisted Living Group Home Subsidy; Congregate Housing Program; Home & Community Based Options Waiver; Community First Choice
  • Continuing Care Retirement Communities
  • Reverse Mortgages

Estate Planning Evening Series

Material covered:

  • Planning Process and Portability
  • Tax Aspects – Framework
  • The Use of Trusts in Estate Planning and Related Considerations Trusts
  • Planning Approaches to Will and Trust Drafting
  • Sensitivity to Conflict
  • Power of Attorney
  • Medical Powers of Attorney
  • Planning Approaches to Will and Trust Drafting
  • Tax Planning for Retirement Benefits

Fiduciary Litigation: Contesting and Defending Wills, Trusts, and Inter Vivos Transfers

Material covered:

  • Legal and Practical Distinctions Between Will Caveat and Trust Cases
  • Grounds For A Will Contest
    • Execution and Attestation
    • Legal Competency
    • Undue Influence
    • Fraud
    • More Recent Will
  • Procedural Handling of Will Contest and Removal Actions
    • Petition to Caveat
    • Other Pleadings
    • Discovery
    • Duties of Personal Representative
    • Removal of Personal Representative
    • Appeals
  • Grounds for A Trust Contest
    • Execution
    • Legal Competency
    • Undue Influence
    • Fraud
    • Testator’s Intent
  • Procedural and Legal Issues Common to Trust Contest
    • Pleadings
    • Discovery
    • Grounds for Fiduciary Duty Claims
    • Grounds for Removal of Fiduciary
  • Potential Litigation Implications of Adoption of Maryland Trust Act
    • Modification Without Consent (§ 14.5-410(d))
    • Reformation, Evidence of Intent, and the Rules of Evidence (§ 14.5- 413),
    • Intervention by the Court in Administration of Trust (§ 14.5-201(a))
    • Qualified Powers of Appointment (§ 14.5-302)
  • Issues Arising from Other Inter Vivos Transfers
    • Deeds, Beneficiary Designations, and Payable On Death Accounts
    • Execution
    • Legal Competency
    • Undue Influence
    • Fraud
  • Drafting and Planning Techniques to Avoid Problems
    • Recognizing Problem Scenarios
    • Preparation and Execution of Documents
    • In Terrorem Clauses
    • Video-Tape/Audio-Tape Executions
    • Other Planning Issues
  • A Physician’s Perspective on Planning and Fiduciary Litigation
    • Legal Competency
    • Susceptibility to Undue Influence
    • Implications for Estate Planners
  • Preparation and Filing of Legal Proceedings
    • Evaluation of Documents
    • Interview of Clients and Witnesses
    • Discovery Strategies
    • Other Procedural Issues
    • Settlement Evaluation
  • Panel Discussion: Recent Developments in Estate and Trust Law and Advice from the Trenches

2015 Advanced Estate Planning Institute

Material covered:

  • Legislative Update
  • Drafting Charitable Gift Clauses & Gift Agreements
  • Challenges Facing Trusts Holding Real Estate
  • Most Important Income Tax Issues Estate Planners Should Know
  • Incorporating Flexibility into Wills and Trusts

Document Drafting for the Elder Law Attorney

Material covered:

  • Engagement & Conflict Letters
  • Advance Directives, Including the Mental Health Advance Directive
  • Financial Powers of Attorney
  • Special Needs Trusts – both living & testamentary
  • Will Basics for Maryland Lawyers: the Impact of Boilerplate or other Standard Clauses
  • Deed Drafting

Medicaid Home and Community Based Options Wavier and Community First Choice

Material covered:

  • Community First Choice (CFC) and Medicaid Waivers
    • CFC Overview
    • Consolidation of Services for Medical Assistance Personal Care (MAPC), Living at Home (LAH) and Waiver for Older Adults (WOA) under CFC
    • Service Structure
    • Merger of the LAH and WOA into Home and Community Based Options Waiver (HCBOW) Waiver
  • CFC Services and Waiver Services
    • Financial Eligibility
    • Medical Eligibility
    • Other Eligibility Requirements
    • Waiver Eligibility
  • CFC and Waiver Enrollment
  • CFC and Budget – Resource Utilizations Groups (RUGs)
  • CFC Plan of Service, Including the Exceptions Process
  • Home & Community Based Services (HCBS) Setting – Centers for Medicare & Medicaid Services (CMS) Final Rule Effective January 2014
    • What is a home and community based setting?
    • Maryland’s Work Plan to Transition – Submitted to CMS March 17, 2015
  • Eligibility Rules for Waiver and Community First Choice (CFC)
    • Financial and Technical
    • Appeals for Financial
  • Home and Community Based Options Waiver (HCBOW) and Community First Choice (CFC): Medical Eligibility
    • Appeals for Denial Based on Medical Issues
  • Maryland Access Point (MAP)
    • Current Issues
    • Department of Labor Rules
    • Prioritization of Waiver Registry

Estate Administration Evening Series

Materials covered:

  • Probate Preliminary Matters and Probate Forms
  • Inventory, Modified Administration and Small Estate
  • Claims, Expenses and Fees
  • Inheritance Tax and Estate Tax
  • Account, Tax Apportionment and Principal and Income
  • Distribution

Hammond and Associates—Elder Law Attorneys in Bethesda, MD

Hammond and Associates has proven to be one of the top elder law firms throughout Maryland, particularly Montgomery County—if you or a loved one is in need of legal assistance for elder law, estate planning, Medicaid, and or any related service, our elder law lawyers are more than happy to assist you. Our attorneys have undergone extensive training and research making them the best legal representation for elder law clients throughout Montgomery County, Frederick County, Howard County, Prince George’s County, and the surrounding areas.

Contact us online or call us at ​301-861-4555 and we can discuss how we can provide assistance throughout the entire process. We want to help you protect your loved ones in Maryland!