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Course Book Download
Overview
Spousal POAs, Tricky Transfers, Emergency Planning, and More
Affording nursing home care has become one of elder law clients' biggest nightmares, with Medicaid eligibility a dim light at the end of the tunnel. Are you prepared to tackle all the hidden complexities to ensure and maintain Medicaid eligibility? This practical course tackles proxy problems, blended family dangers, emergency care need planning, tricky transfers, and more. Don't get caught unprepared - register today!
- Get tools for diagnosing and fixing botched DIY Medicaid planning.
- Prevent ineffective proxies from jeopardizing Medicaid eligibility.
- Predict potential dangers and conflicts in planning for clients with blended family.
- Create an emergency planning kit for clients who are currently in a facility or are in urgent need of one.
- Help clients moving to a different facility or state maintain their Medicaid eligibility.
Abbreviated Agenda
- Blended Family Issues in Medicaid Planning
- POA and Guardianship Problems
- Improper Asset Transfers, DIY Planning, and Overly Aggressive Techniques
- Emergency Planning and Penalty Period Problems
- Post-Eligibility Issues
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
3 Total | 11-01-2026 |
| Arizona CLE |
|
3 Total | 11-01-2026 |
| California CLE |
|
3 Total | 11-01-2026 |
| Colorado CLE |
|
4 Total | 12-31-2026 |
| Connecticut CLE |
|
3 Total | 11-01-2026 |
| Delaware CLE |
|
3 Total | 11-01-2026 |
| Hawaii CLE |
|
3 Total | 11-01-2026 |
| Idaho CLE |
|
3 Total | 11-01-2029 |
| Illinois CLE |
|
3 Total | 10-31-2026 |
| Maine CLE |
|
3 Total | 10-31-2026 |
| Minnesota CLE |
|
3 Total | 11-01-2026 |
| Missouri CLE |
|
3.6 Total | 11-01-2026 |
| Northern Mariana Islands CLE |
|
3 Total | 11-01-2026 |
| Montana CLE |
|
3 Total | 11-01-2027 |
| North Dakota CLE |
|
3 Total | 11-01-2027 |
| Nebraska CLE |
|
3 Total | 11-01-2026 |
| New Hampshire CLE |
|
3 Total | 11-01-2027 |
| New Mexico CLE |
|
3 Total | 11-01-2026 |
| Nevada CLE |
|
3 Total | 11-01-2027 |
| New York CLE |
|
3.5 Total | 11-01-2027 |
| Oklahoma CLE |
|
3.5 Total | 11-01-2026 |
| Oregon CLE |
|
3 Total | |
| Pennsylvania CLE |
|
3 Total | 11-01-2026 |
| Tennessee CLE |
|
3 Total | 10-31-2026 |
| Vermont CLE |
|
3 Total | 11-01-2026 |
| Washington CLE |
|
3 Total | 10-31-2029 |
| West Virginia CLE |
|
3.6 Total | 11-01-2026 |
Credit Details by Jurisdiction
OnDemand Video
CLE
Credits
Alaska CLE Approved · 3 Total Credits
Earn Until
OnDemand - Alaska CLE - 3: This program may qualify for up to 3.0 hours of technology-delivered credit, which includes 3.0 hours of MCLE credit and 0.0 hours of MECLE credit. Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions.
Video Download - Alaska CLE - 3: This program may qualify for up to 3.0 hours of technology-delivered credit, which includes 3.0 hours of MCLE credit and 0.0 hours of MECLE credit. Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions.
Arizona CLE Approved · 3 Total Credits
Earn Until
OnDemand - Arizona CLE - 3: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 3.0 hours toward your annual CLE Interactive CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility Interactive CLE credit.
Video Download - Arizona CLE - 3: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 3.0 hours toward your annual CLE Interactive CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility Interactive CLE credit.
California CLE Approved · 3 Total Credits
Earn Until
OnDemand - California CLE - 3: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and may qualify for up to 3.0 hours of participatory credit, of which 0.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
Video Download - California CLE - 3: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and may qualify for up to 3.0 hours of self-study credit, of which 0.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
Colorado CLE Approved · 4 Total Credits
Earn Until
OnDemand - Colorado CLE - 4: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program may qualify for up to 4.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.
Video Download - Colorado CLE - 4: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program may qualify for up to 4.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.
Connecticut CLE Approved · 3 Total Credits
Earn Until
OnDemand - Connecticut CLE - 3: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for up to 3.0 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.
Video Download - Connecticut CLE - 3: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for up to 3.0 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.
Delaware CLE Approved · 3 Total Credits
Earn Until
OnDemand - Delaware CLE - 3: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 3.0 hours of eCLE credit, including 0.0 hour of ethics.
Hawaii CLE Approved · 3 Total Credits
Earn Until
OnDemand - Hawaii CLE - 3: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for up to 3.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.
Video Download - Hawaii CLE - 3: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for up to 3.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.
Idaho CLE Approved · 3 Total Credits
Earn Until
OnDemand - Idaho CLE - 3: Approved for 3.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 0.0 self-study legal ethics or professional responsibility credit.
Video Download - Idaho CLE - 3: Approved for 3.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 0.0 self-study legal ethics or professional responsibility credit.
Illinois CLE Approved · 3 Total Credits
Earn Until
OnDemand - Illinois CLE - 3: This program has been approved by the Illinois MCLE Board for 3.0 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics CLE credit by the Illinois Supreme Court Commission on Professionalism.
Video Download - Illinois CLE - 3: This program has been approved by the Illinois MCLE Board for 3.0 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics CLE credit by the Illinois Supreme Court Commission on Professionalism.
Maine CLE Approved · 3 Total Credits
Earn Until
OnDemand - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 3.0 hours of self-study CLE credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics or harassment and discrimination credit with self-study.
Video Download - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 3.0 hours of self-study CLE credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics or harassment and discrimination credit with self-study.
Course Book - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 3.0 hours of self-study CLE credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics or harassment and discrimination credit with self-study.
Minnesota CLE Approved · 3 Total Credits
Earn Until
OnDemand - Minnesota CLE - 3: Approved for up to 3.0 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.
Video Download - Minnesota CLE - 3: Approved for up to 3.0 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.
Missouri CLE Approved · 3.6 Total Credits
Earn Until
OnDemand - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for up to 3.60 self-study CLE credit hours. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics credit with self-study.
Video Download - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for up to 3.60 self-study CLE credit hours. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics credit with self-study.
Course Book - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for up to 3.60 self-study CLE credit hours. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics credit with self-study.
Northern Mariana Islands CLE Approved · 3 Total Credits
Earn Until
OnDemand - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.
Video Download - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.
Course Book - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.
Montana CLE Approved · 3 Total Credits
Earn Until
OnDemand - Montana CLE - 3: This program may qualify for up to 3.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of professional fitness and integrity credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period.
Video Download - Montana CLE - 3: This program may qualify for up to 3.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of professional fitness and integrity credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period.
North Dakota CLE Approved · 3 Total Credits
Earn Until
OnDemand - North Dakota CLE - 3: North Dakota attorneys completing this program may claim up to 3.0 North Dakota self-study CLE credit hours, including 0.0 hour of self-study ethics credit, on the Report of Compliance. No more than 30.0 hours of self-study CLE credit may be earned during a reporting period.
Video Download - North Dakota CLE - 3: North Dakota attorneys completing this program may claim up to 3.0 North Dakota self-study CLE credit hours, including 0.0 hour of self-study ethics credit, on the Report of Compliance. No more than 30.0 hours of self-study CLE credit may be earned during a reporting period.
Nebraska CLE Approved · 3 Total Credits
Earn Until
OnDemand - Nebraska CLE - 3: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for up to 3.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit. No more than 5.0 hours of distance learning CLE credit may be earned during a reporting period.
Video Download - Nebraska CLE - 3: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for up to 3.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit. No more than 5.0 hours of distance learning CLE credit may be earned during a reporting period.
New Hampshire CLE Approved · 3 Total Credits
Earn Until
OnDemand - New Hampshire CLE - 3: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.
Video Download - New Hampshire CLE - 3: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.
New Mexico CLE Approved · 3 Total Credits
Earn Until
OnDemand - New Mexico CLE - 3: This program has been approved by the State Bar of New Mexico/MCLE. This program may qualify for up to 3.0 hour of self-study credit, including 0.0 hours of self-study ethics credit.
Video Download - New Mexico CLE - 3: This program has been approved by the State Bar of New Mexico/MCLE. This program may qualify for up to 3.0 hour of self-study credit, including 0.0 hours of self-study ethics credit.
Nevada CLE Approved · 3 Total Credits
Earn Until
OnDemand - Nevada CLE - 3: This course has been approved by the Nevada Board of Continuing Legal Education. This program may qualify for up to 3.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.
Video Download - Nevada CLE - 3: This course has been approved by the Nevada Board of Continuing Legal Education. This program may qualify for up to 3.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.
New York CLE Approved · 3.5 Total Credits
- 3.5 Areas of Professional Practice
Earn Until
OnDemand - New York CLE - 3.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 3.50 credit hours. 3.50 hours can be applied to the areas of professional practice requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.
Video Download - New York CLE - 3.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 3.50 credit hours. 3.50 hours can be applied to the areas of professional practice requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.
Oklahoma CLE Approved · 3.5 Total Credits
Earn Until
OnDemand - Oklahoma CLE - 3.5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program may qualify for up to 3.50 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.
Video Download - Oklahoma CLE - 3.5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program may qualify for up to 3.50 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.
Oregon CLE Upon Request · 3 Total Credits
OnDemand - Oregon CLE - 3: NBI is an approved sponsor with Oregon MCLE. Upon course completion and credit request submittal, an application will be submitted to Oregon MCLE.
Video Download - Oregon CLE - 3: NBI is an approved sponsor with Oregon MCLE. Upon course completion and credit request submittal, an application will be submitted to Oregon MCLE.
Pennsylvania CLE Approved · 3 Total Credits
Earn Until
OnDemand - Pennsylvania CLE - 3: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program may qualify for up to 3.0 hours of distance learning credit, including 3.0 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit. No more than 6.0 hours of distance learning CLE credit may be earned during a reporting period.
Video Download - Pennsylvania CLE - 3: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program may qualify for up to 3.0 hours of distance learning credit, including 3.0 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit. No more than 6.0 hours of distance learning CLE credit may be earned during a reporting period.
Tennessee CLE Approved · 3 Total Credits
Earn Until
OnDemand - Tennessee CLE - 3: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 3.0 hours of Distance Learning credit, including 0.0 hour of ethics/professionalism (EP) credit.
Vermont CLE Approved · 3 Total Credits
Earn Until
OnDemand - Vermont CLE - 3: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program may qualify for up to 3.0 hours of self-study credit, including 0.0 hour of self-study ethics credit. No more than 10.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn professionalism credit with self-study.
Video Download - Vermont CLE - 3: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program may qualify for up to 3.0 hours of self-study credit, including 0.0 hour of self-study ethics credit. No more than 10.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn professionalism credit with self-study.
Washington CLE Approved · 3 Total Credits
Earn Until
OnDemand - Washington CLE - 3: This program may qualify for up to 3.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 3.0 hours of Law and Legal Procedure and 0.0 hour of ethics and professional responsibility.
Video Download - Washington CLE - 3: This program may qualify for up to 3.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 3.0 hours of Law and Legal Procedure and 0.0 hour of ethics and professional responsibility.
West Virginia CLE Approved · 3.6 Total Credits
Earn Until
OnDemand - West Virginia CLE - 3.6: This program may qualify for up to 3.60 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education. No more than 12.0 hours of pre-recorded CLE credit may be earned during a reporting period.
Video Download - West Virginia CLE - 3.6: This program may qualify for up to 3.60 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education. No more than 12.0 hours of pre-recorded CLE credit may be earned during a reporting period.
Course Book (PDF Download)
CLE
Credits
Maine CLE Approved · 3 Total Credits
Earn Until
Course Book - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 3.0 hours of self-study CLE credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics or harassment and discrimination credit with self-study.
Missouri CLE Approved · 3.6 Total Credits
Earn Until
Course Book - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for up to 3.60 self-study CLE credit hours. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics credit with self-study.
Northern Mariana Islands CLE Approved · 3 Total Credits
Earn Until
Course Book - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.
Select Jurisdiction
CLE
Agenda
-
Blended Family Issues in Medicaid Planning
-
POA and Guardianship Problems
- POA Limited Powers
- Spousal POAs
- Incapacity of Agent
- Successor Proxies and Locating the Original Documents
- Family Conflict
- Guardianship Cost and Ongoing Oversight
- Negligent, Ignorant, or Malicious Agent Misconduct
-
Improper Asset Transfers, DIY Planning, and Overly Aggressive Techniques
-
Emergency Planning and Penalty Period Problems
-
Post-Eligibility Issues
- The Rollback of Self-Attested Medicaid Eligibility of the COVID Era
- Failure to Report Changes in Income or Assets
- Change of Care Setting
- Out-of-State Moves and Eligibility
- Medicaid Estate Recovery Rights
Who Should Attend
The legal guide is designed for attorneys. Benefits planners and paralegals will also benefit.
Speakers
Speaker bio
Jennifer M. McInerney
is an attorney with McInerney Law, where her practice is focused in estate planning, primarily for families with special needs children. She is licensed to practice in Alabama and Mississippi. Ms. McInerney is the founding member and co-president of the Board of Directors of Special Siblings, which provides support for children with special needs siblings. She currently serves as the president of the Board of Directors of the Jefferson County Intellectual and Developmental Disability Authority. Ms. McInerney is a member of the Board of Directors for Down Syndrome Alabama, Shelby Humane Society and 25:35. She earned her B.A. degree, magna cum laude, as well as her M.A. degree, summa cum laude, from the University of Alabama at Birmingham. Ms. McInerney earned her J.D. degree from Indiana University School of Law and her LL.M. degree in taxation from Washington University in St. Louis.
Speaker bio
Steven A. Kass
is a solo practitioner in Melville, New York, and for over the past 30 years has concentrated his practice in estate planning and elder law, planning for persons with special needs, wills, trusts, and guardianships. He is a certified elder law attorney through the National Elder Law Foundation. Mr. Kass is a member of the Nassau County, Suffolk County, New York State and American Bar Associations; as well as the National Academy of Elder Law Attorneys; National Elder Law Foundation; and the Academy of Special Needs Planners. He earned his J.D. degree and a certificate in health law and policy from Pace University School of Law.
Speaker bio
Charles W. Beinhauer
is of counsel in the Buffalo law firm of Pfalzgraf Beinhauer Grear Harris Schuller LLP. His practice focuses entirely in the fields of estates and trusts, estate administration, and elder law. Mr. Beinhauer is currently a member of the New York State Bar Association'd Elder Law Committe. He is a member of the Bar Association of Erie County's Elder Law Committee, Surrogate Court Practice and Procedure Committee, Lawyers Helping Lawyers Committee, and the Speakers Bureau. Mr. Beinhauer is a former member of the New York State Lawyers Assistance Trust and the New York State Bar Association's Lawyers Assistance Committee. He is a graduate of Georgetown University and the Columbus School of Law Catholic University of America in Washington, D.C.
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