Fireside Inn & Suites
81 Riverside Street
Portland, ME 04103
Behavioral Ethics: 1.00
Specialized Knowledge: 4.00
Course book included with all formats
Stay on the Cutting Edge of Medicaid Practice
Skyrocketing health and long-term care costs are putting added pressure on your aging clients to find a way to afford assisted care. This focused course is dedicated to helping you offer the most current and effective Medicaid planning. Get detailed instruction on fulfilling all four eligibility criteria, with special focus on excluded assets, qualifying transfer techniques, and estate recovery rules. Register today!
This basic level seminar will give you all the information you'll need to qualify clients for Medicaid and is designed for:
including - Ethics: 1.00
This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 6.0 hours of CLE credit including 1.0 ethics hours.
including - Behavioral Ethics: 1.00 Taxes: 2.00 Specialized Knowledge: 4.00
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. Determine when a client is eligible for Medicaid. 2. List at least four types of excluded assets for purposes of Medicaid eligibility. 3. Distinguish between ethical and unethical practices. 4. Explain why the timing of Medicaid-qualifying transfer is so important. 5. List major steps involved in applying for Medicaid. 6. Recall Medicaid estate recovery rules. 7. List two types of products found in long-term care partnership programs. Field(s) of Study -- Behavioral Ethics; Taxes; 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. Determine when a client is eligible for Medicaid. 2. List at least four types of excluded assets for purposes of Medicaid eligibility. 3. Distinguish between ethical and unethical practices. 4. Explain why the timing of Medicaid-qualifying transfer is so important. 5. List major steps involved in applying for Medicaid. 6. Recall Medicaid estate recovery rules. 7. List two types of products found in long term care partnership programs.
NBI, Inc. is a Certified Sponsor of professional continuing education with the National Association of Long Term Care Administrator Boards (NAB) and has approved this program for the number of clock hours listed under their sponsor agreement with NAB/NCERS. State licensure boards, however, have final authority on the acceptance of individual courses.
KERRY PEABODY, CLU, CLTC, is an insurance professional with Clark Insurance. He has 25 years of experience in long-term care planning. Mr. Peabody spent several years as a long-term care medical underwriter and as a national sales director for UnumProvident. For the past 15 years, he has worked with estate planning and elder law attorneys, financial planners, and accountants in helping their clients plan for long-term care, providing hundreds of individuals, families and business owners with guidance on their insurance and planning options. He is licensed in Maine, New Hampshire, Massachusetts, and several other states. Mr. Peabody currently sits on the boards of the Maine Estate Planning Council, the Southern Maine Agency on Aging’s Money Minders program, and the CLTC Board of Advisors.
BARBARA S. SCHLICHTMAN is an elder law attorney with the Maine Center for Elder Law, LLC, in Kennebunk. The office assists families with long-term care planning and MaineCare, whether the need is pre-planning or crisis planning. Ms. Schlichtman also works with the preparation of wills, trusts, powers of attorney, advance health care directives, and any needed conservatorships and guardianships. She is a member of the Elder Law Section of the Maine State Bar Association, the National Academy of Elder Law Attorneys, and ElderCounsel, LLC, a national organization of attorneys specializing in elder law issues. Ms. Schlichtman is licensed to practice law in Missouri and Alabama, as well as Maine; however, she limits her practice to Maine. Ms. Schlichtman has also held university appointments teaching journalism, communications law and conflict resolution. She earned her Bachelors of Journalism degree and her J.D. degree from the University of Missouri.
PAUL D. SHAPIRO is a shareholder of Carlin & Shapiro, P.A. He spearheads the litigation at Carlin & Shapiro, P.A., where he aggressively advocates for their clients. He has successfully appealed many of the decisions of the Maine Department of Health and Human Services, and consistently holds the state accountable for following the MaineCare rules for eligibility. Mr. Shapiro also has appeared throughout the state in probate courts on behalf of the clients of Carlin & Shapiro, P.A. He continually shepherds MaineCare applications through the Department of Health and Human Services, and develops complicated plans designed to preserve assets. Mr. Shapiro has been invited by different organizations throughout the state to speak on estate planning techniques, and often lectures at continuing legal education programs for attorneys. He received his undergraduate degree, cum laude, from Wheaton College and his J.D. degree, cum laude, from the Boston University School of Law. Mr. Shapiro is a member of the National Academy of Elder Law Attorneys and is certified as an elder law attorney by the National Elder Law Foundation.
RACHEL M. TRAFTON is an attorney in Rudman Winchell's Maine Elder Law Firm office. Her practice focuses primarily on estate planning and elder law, including asset protection planning, MaineCare planning and applications, guardianships and conservatorships, probate administration, and special needs planning. Ms. Trafton currently serves on the board for the Elder Law Section of the Maine State Bar Association. She is a member of the Penobscot County Bar Association, the John Waldo Ballou Inn of Court, as well as ElderCounsel and WealthCounsel. She also serves as a court-appointed special advocate (CASA) guardian ad litem for children in child protection cases. Ms. Trafton received her B.S.W. degree, magna cum laude, from the University of Southern Maine and her J.D. degree, magna cum laude, from the University of Maine School of Law. While in law school, she was the executive editor of the Ocean and Coastal Law Journal and an officer of the Women's Law Association.
JOY A. TRUEWORTHY focuses her practice at Rudman Winchell's Maine Elder Law Firm on estate planning, elder law, long-term care planning, and probate administration matters; and also serves as a guardian ad litem for children in child protection cases. She is a member of the Maine State Bar Association, the Penobscot County Bar Association, and the John Waldo Ballou Inn of Court. Ms. Trueworthy serves as the secretary for Partners for Peace (formerly the Spruce Run-Womancare Alliance) and also serves on the Good Samaritan Agency's Board of Directors. Ms. Trueworthy received certificates of commendation in 2012, 2013, 2014, and 2015 for her pro bono service to low-income Mainers through the Maine Supreme Judicial Court's Katahdin Counsel Recognition Program. She was named Guardian ad Litem of the Year by Adoptive and Foster Families of Maine in 2016. Ms. Trueworthy graduated from Smith College, being named to the Dean's List during each of her four years. She received her J.D. degree from the Rutgers University School of Law - Newark. During law school, she served as a managing editor of the Rutgers Law Review, which selected her note for publication. Upon graduation, Ms. Trueworthy was awarded an Eric R. Neisser Pro Bono award for her work with the law school's Domestic Violence Advocacy Project. Following law school, she served as a law clerk for the Honorable Andrew M. Mead of the Maine Supreme Judicial Court.
$339 / Each Additional