Hampton Inn & Suites Lansing West
900 North Canal Road
Lansing, MI 48917
Behavioral Ethics: 1.00
Specialized Knowledge: 3.00
Course book included with all formats
Get the Latest on Medicaid Application and Asset Planning Tactics
Middle class Americans seeking asset protection cannot afford to ignore the potentially devastating costs of nursing home and other long-term care. Nursing homes are among the most common and largest creditors an average American is likely to face in his or her lifetime, but only about 10% of the population has long-term care insurance. For the other 90%, Medicaid is the primary source of payment, so a basic understanding of the Medicaid asset protection process is vital for all professionals who work with seniors and their families. This course will provide an overview of asset protection concepts and strategies that elder law attorneys can use to legally and ethically protect assets while facilitating earlier Medicaid eligibility; and a set of crisis-management tools to prevent and correct inadvertent loss of benefits. Register today!
This basic-to-intermediate level seminar is designed for:
including - Behavioral Ethics: 1.00 Specialized Knowledge: 3.00 Taxes: 3.00NBI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This program is designed to qualify for 7.0 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint, refund and program cancellation, please contact our offices at (800) 930-6182.
CHRISTOPHER J. BERRY is a certified elder law attorney with The Elder Care Firm and is dedicated to helping Michigan seniors, veterans, and their families plan for and cope with the many issues that come with growing older. A native of southeast Michigan, Mr. Berry focuses on the areas of elder law, Medicaid planning, veterans benefits, and estate planning. In addition to founding The Elder Care Firm, he is an adjunct professor at WMU Cooley Law School, where he teaches 2nd and 3rd-year law school students elder law; and is the author of The Caregiver’s Legal Guide to Planning for a Loved One with Chronic Illness.Â Mr. Berry is a former president of the Michigan National Academy of Elder Law Attorneys (NAELA). He earned his B.A. degree from Grand Valley State University and his J.D. degree from Michigan State University College of Law.
SUSAN L. CHALGIAN is an attorney with Chalgian & Tripp Law Offices PLLC, where she concentrates her practice in the areas of elder law, estate planning, and special needs planning. She is an active member of both the Elder Law and Disability Rights sections of the State Bar of Michigan and the Probate and Estate Planning Section of the State Bar of Michigan. She is a board member for the Greater Lansing Estate Planning Council (GLEPC). Ms. Chalgian is a board member for the state-wide Women Lawyer’s Association of Michigan (WLAM) and a board member for the Mid-Michigan WLAM region. She is an accredited attorney with the Department of Veterans Affairs. Ms. Chalgian is co-author of the ICLE publication, Advising the Older Client or Client with Disability, and is a frequent speaker on issues of elder law.
PATRICIA E. KEFALAS DUDEK is the principal of Patricia E. Kefalas Dudek & Associates and the past chair of the Elder Law & Disability Rights Section of the State Bar of Michigan. Her practice concentrates in elder law, Medicaid, estate planning, estates/trust administration, probate, administrative law, and disability advocacy. Ms. Kefalas Dudek’s practice includes advising and preparing estate planning documents, including special needs trusts; representation in Medicaid hearings to secure appropriate services; administration of estates, trusts, guardianship, conservatorship, and other protective arrangements; and contested litigation in these areas. A prolific writer and lecturer on topics related to Medicaid, alternatives to guardianship and estate planning for people with disabilities, elders, and their right to control their support services, Ms. Kefalas Dudek was the author of the model contracts for Michigan’s Medicaid Self-Determination Initiative. These contracts facilitate control over Medicaid service budgets and allows for creative solutions for housing and supports. Another creative solution used by Ms. Kefalas Dudek on behalf of her clients is the use of a pooled account trust for Medicaid planning. She was the first attorney in Michigan to draft one of these trusts and to secure approval for Medicaid by both the Social Security Administration and the state of Michigan. Ms. Kefalas Dudek earned her B.A. degree from Michigan State University and her J.D. degree from the Detroit College of Law (now the Michigan State University School of Law). She is a member of the Academy of Special Needs Planners, American Bar Association, State Bar of Michigan (member, Elder Law and Disability Rights Section), and a fellow of the National Academy of Elder Law Attorneys (NAELA).
BOB MANNOR is a managing attorney with Mannor Law Group PLLC, where he focuses his practice on elder law, estate planning, veterans’ benefits, and holistic life care planning. He is nationally board certified as an elder law attorney by the National Elder Law Foundation. Mr. Mannor is the past president of the Michigan chapter of the National Academy of Elder Law Attorneys and a council member for the State Bar of Michigan’s Elder Law and Disability Rights Section. He is also an accredited attorney through the Department of Veterans Affairs, Office of General Counsel. His article on holistic Medicaid planning was featured in the November, 2014 edition of the Michigan Bar Journal. Mr. Mannor is a member of the Academy of Special Needs Planners, ElderCounsel, Lawyers with Purpose, and the Life Care Planning Law Firms Association. He is a frequent speaker providing continuing education credits to social workers, nursing home administrators, doctors, nurses, and attorneys.
NANCY C. NAWROCKI is an attorney at the Nawrocki Center, where her practice focuses on the legal and financial issues that affect older people. Ms. Nawrocki counsels elder clients in estate planning, wills, trusts, powers of attorney, Medicare and Medicaid planning, guardianship and conservatorship, and probate issues. She was a founding member of the Senior Justice Committee of the State Bar of Michigan and is a member of the National Academy of Elder Law Attorneys and the State Bar of Michigan. She earned her B.A. degree from Oakland University, her J.D. degree from Wayne State University Law School, and her LL.M. degree from Stetson University College of Law.