Renaissance Asheville Hotel
31 Woodfin Street
Asheville, NC 28801
Elder Law: 6.00
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 level seminar is designed for:
including - Ethics: 1.00 Elder Law: 6.00
NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program will result in 6.0 hours of CLE credit, including 1.0 ethics. This program qualifies for elder law specialization certification credit.
including - Behavioral Ethics: 1.00 Specialized Knowledge: 3.00 Taxes: 3.00
NBI, 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.
This is a Basic level program presented in a group internet-based setting. No advanced preparation or prerequisites are required. Upon completion of this course, attendee will be able to: 1. Recall the key Medicaid eligibility criteria. 2. Distinguish between Medicaid planning for single vs. married clients. 3. List at least three asset transfer strategies that can be employed in Medicaid crisis planning. 4. Describe how income-only trusts are used in Medicaid planning. 5. Determine when a special needs trust is needed. 6. Distinguish between ethical and unethical practices. Field(s) of Study -- Taxes; Behavioral Ethics; Specialized Knowledge.
This program has been accepted by the Certified Financial Planner Board of Standards Inc. and qualifies for 7.0 hours of CE credit for CFP® Certificants. The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) and CFP® (with flame design) in the US, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Upon completion of this course, attendee will be able to: 1. Recall the key Medicaid eligibility criteria. 2. Distinguish between Medicaid planning for single vs. married clients. 3. List at least three asset transfer strategies that can be employed in Medicaid crisis planning. 4. Describe how income-only trusts are used in Medicaid planning. 5. Determine when a special needs trust is needed. 6. Distinguish between ethical and unethical practices.
ANTHONY L. GIORDANO Â is a partner with Giordano, Gordon & Burns, P.L.L.C., where his current practice areas are in Special Needs Trusts, Special Needs Administration, Medicaid Planning & Qualification and Guardianship. Mr. Giordano is a member of the North Carolina State Bar, the Elder Law Section of the North Carolina State Bar, the National Academy of Elder Law Attorneys (NAELA) and the Academy of Special Needs Planners. He earned his B.A. degree from Belmont Abbey College and his J.D degree from the University of Louisville. (Charlotte location)
LOUISE PAGLEN is the owner and founder of Paglen Law Office, a family-centered law practice located in Huntersville, NC. She practices in the areas of estate planning, Medicaid planning and asset protection, guardianship, probate (estate administration), divorce and custody. Ms. Paglen is a member of the North Carolina Bar Association's Elder Law and Family Law sections, the National Association of Elder Law Attorneys, and the National Care Planning Council. She is also accredited by the Veterans Administration, a prerequisite for advising veterans and their survivors regarding VA benefits. Ms. Paglen earned her undergraduate degree from North Carolina State University and her J.D. degree from the University of North Carolina School of Law at Chapel Hill, and completed an online master's degree in risk management and insurance from Florida State University. (Charlotte location)
ANASTASIA M. PRENDERGAST is managing attorney with Prendergast Law in Asheville. She has a comprehensive elder law and estate planning practice, including long-term care and Medicaid planning, estate administration, fiduciary representation, guardianships and estate litigation. Ms. Prendergast is licensed to practice in North Carolina and Massachusetts. She is a member of the National Academy of Elder Law Attorneys (NAELA), North Carolina State Bar Association, North Carolina Advocates for Justice, and North Carolina Association of Women Attorneys (past president of the Western North Carolina Chapter); and currently acts as chair of the Board for the Black Mountain Center for the Arts. She has been recognized as a Rising Star by Super Lawyers. Ms. Prendergast received her B.A. degree from the University of North Carolina at Asheville and earned her J.D. degree from Suffolk University School of Law. (Asheville location)
CHESSELEY A. ROBINSON is the sole practitioner with Chesseley A. Robinson, III, based in Raleigh, North Carolina. Mr. Robinson is a barred attorney in the District of Columbia and practices educational law. He has conducted in excess of 100 due-process hearings under IDEA 1997/IDEIA 2004 in the District of Columbia. He also worked as defense counsel for juvenile delinquents and status offenders in the District of Columbia from 2009 until 2014. Mr. Robinson was a hearing officer for Guilford County Public Schools, a hearing officer for the Employment Security Commission of North Carolina, and served as a legislative intern for the Judiciary Committee in the summer of 2002 under the supervision of Ted Calo in the Honorable John Conyer’s office. Mr. Robinson is a past adjunct instructor of Criminal Law and Procedure and Legal Ethics at both Southeastern University and Bowie State University. Prior to attending law school, he was a teacher and student mentor part time at Bonner Academy, a program for troubled and/or disadvantaged teens. Mr. Robinson earned his B.A. degree from North Carolina State University and J.D. degree, cum laude, from the University of the District of Columbia-David A. Clarke School of Law. He is admitted to practice before the United States District Court for the District of Columbia. Mr. Robinson has an emerging practice before the United States Supreme Court. (Asheville location)
$349 / Each Additional