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 legal guide 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. Order today!
Includes - Ethics - 1.00
This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program may qualify for up to 7.0 of Archived and/or Online OnDemand CLE credit hours, which includes 1.0 hour of legal ethics. No more than 6.0 hours of Archived and/or Online OnDemand CLE credit may be earned during a reporting period.
TYLER R. BARRETT is a solo practitioner at The Law Office of Tyler R. Barrett, P.L.L.C., where he practices in estate planning, probate and elder law. Mr. Barrett earned his B.A. degree, summa cum laude, from the University of Oklahoma and his J.D. degree from the University of Oklahoma College of Law, where he was articles editor for the Oklahoma Law Review. He is admitted to practice in the state of Oklahoma. Mr. Barrett is a member of the Oklahoma Bar Association (Estate Planning, Probate and Trust sections), the Cleveland County Bar Association, WealthCounsel, and the National Academy of Elder Law Attorneys, Inc.
TERRELL MONKS practices primarily in Oklahoma County and Cleveland County, where his practice focuses on probate and estate planning. Mr. Monks serves as the associate judge in the cities of Bethany and Piedmont, and he has previously served them as the prosecutor for more than 20 years. Mr. Monks is active in public service. He has served as mayor of the city of Nicoma Park; he is the Chair of the Oklahoma Bar Association's Licensed Legal Intern Committee and has served as a member of the Bench and Bar Committee and the Rules of Professional Conduct Committee. Mr. Monks has served on the board of the Estate Planning, Probate and Trust Section of the Oklahoma Bar Association for the past three years. He has tried more than 100 cases to verdict, but actively advocates mediation and alternative dispute resolution. Mr. Monks contributes articles to the Oklahoma Bar Journal. His submissions include: "Principles of Due Process in Probate;" "Due Process in Tax Sales;" and "Municipal Codification Requirements, and the Consequences of Noncompliance." Mr. Monks also wrote "Probate for Non-Attorneys, a Handbook for Personal Representatives." Mr. Monks received his B.A. degree and J.D. degree from Oklahoma City University.
CRAIG RIFFEL is a managing member of the law firm of Riffel Law Firm PLLC. He is an attorney and certified public accountant. Currently, Mr. Riffel is a member of the National Academy of Elder Law Attorneys (NAELA), Oklahoma Bar Association, Garfield County Bar Association, Oklahoma Society of CPAs, National Society of Accountants, Oklahoma Society of Accountants, Enid Chapter of CPAs and Northwest Chapter of CPAs. He is admitted to practice before all Oklahoma courts, Kansas courts, the Federal District courts and U.S. Bankruptcy courts in the Western and Eastern districts of Oklahoma, and the U.S. Tax Court. Mr. Riffel has taught approximately 100 seminars regarding benefit planning. He has been asked to teach Medicaid planning seminars for national companies and several bar associations. He has taught benefit planning to more than 3,000 attorneys, accountants and other professionals. Mr. Riffel earned his B.S. degree from Oklahoma State University and his J.D. degree from the University of Oklahoma.
JERRY E. SHILES is the managing member of the Oklahoma City law firm of Parman & Easterday, where his practice is concentrated in the areas of elder law, Medicaid, VA, estate planning, probate and trust administration. Mr. Shiles has lectured extensively to professional groups in the U.S., Europe and Japan. He has published numerous articles and treatises and also is a co-author of the Oklahoma Bar Association's Family Law Section Practice Manual and co-author of the book, Estate Planning Basics: A Crash Course in Safeguarding Your Legacy. Mr. Shiles is a member of the American, Oklahoma County and Oklahoma bar associations; State Bar of Nevada; District of Columbia Bar; the National Academy of Elder Law Attorneys; Oklahoma City Tax Lawyers; the Planned Giving Council of Oklahoma; the Oklahoma City Estate Planning Council; and a fellow of the American Academy of Estate Planning Attorneys. He is admitted to practice before the Federal District courts, the Ninth, Tenth and Federal Circuit courts of Appeal, the U.S. Tax Court, the U.S. Court of Appeals for the Armed Forces, the U.S. Court of Federal Claims, the U.S. Court of Customs and Patent Appeals and the U.S. Court of International Trade. Mr. Shiles is a recipient of the IRS certificate of recognition, Department of Defense Distinguished Civilian Service Award and Legion of Merit, and the ABA Distinguished Service Award. He earned his B.S. degree, dean's list, from the University of Nevada; his J.D. degree, with honors, from the University of Utah; his LL.M. degree from The Judge Advocate General's School-Army, University of Virginia; a certificate in German from the University of Connecticut; and his master's degree from the United States Army War College.