Estate vs. Medicaid Planning: Top Mistakes

Trusts, Estates & Probate

2-part Training Path

Estate vs. Medicaid Planning: Top Mistakes

Credits Available

Credit	Status	Total
California MCLE Paralegal	Approved	6 Total
Alaska CLE	Reciprocity	6 Total
Arkansas CLE	Approved	6 Total
Arizona CLE	Approved	6 Total
California CLE	Approved	6 Total
Colorado CLE	Approved	8 Total
Connecticut CLE	Approved	6 Total
Delaware CLE	Approved	6 Total
Florida CLE	Approved	7 Total
Georgia CLE	Approved	6 Total
Hawaii CLE	Approved	6 Total
Iowa CLE	Approved	6 Total
Idaho CLE	Approved	6 Total
Illinois CLE	Approved	6 Total
Indiana CLE	Approved	6 Total
Kansas CLE	Approved	7 Total
Kentucky CLE	Approved	6 Total
Louisiana CLE	Approved	6 Total
Maine CLE	Approved	6 Total
Minnesota CLE	Approved	6 Total
Missouri CLE	Approved	7.2 Total
Northern Mariana Islands CLE	Approved	6 Total
Mississippi CLE	Approved	6 Total
Montana CLE	Approved	6 Total
North Dakota CLE	Approved	6 Total
Nebraska CLE	Approved	6 Total
New Hampshire CLE	Approved	6 Total
New Jersey CLE	Approved	7.2 Total
New Mexico CLE	Approved	6 Total
Nevada CLE	Approved	6 Total
New York CLE	Approved	7 Total
Oklahoma CLE	Approved	7 Total
Oregon CLE	Upon Request	6 Total
Pennsylvania CLE	Approved	6 Total
Rhode Island CLE	Approved	7 Total
Tennessee CLE	Approved	6 Total
Texas CLE	Approved	6 Total
Virginia CLE	Approved	6 Total
Vermont CLE	Approved	6 Total
Washington CLE	Approved	6 Total
Wisconsin CLE	Approved	7 Total
West Virginia CLE	Approved	7.2 Total
Wyoming CLE	Approved	6 Total
Delaware Certified Paralegal Program	Approved	6 Total
Florida Registered Paralegal	Approved	6 Total
Indiana Paralegal CLE	Approved	6 Total
Montana CLE Credit for Paralegals	Approved	6 Total
New Mexico Paralegal Division, State Bar of	Approved	6 Total
Ohio Certified Paralegals	Approved	6 Total
NFPA	Approved	0 Total
Texas State Bar of Paralegal Division	Approved	6 Total

OnDemand

5 hours 55 minutes

With Christopher E. Denney from Silvermark CPAs & Advisors + 4 others

Product ID series578

Buy This CLE Bundle

CLE Bundle Includes

$399

Online Access to 2 Courses

OnDemand and Downloadable Videos

Course Book Downloads

Overview

A Two-Part Series to Help You Tackle Top Problems

The main goal of estate planning to preserve wealth seems to be completely incompatible with Medicaid-qualifying spenddown tactics. Is there any way to reconcile this conflict? This two-part series will help! Identify mistakes that result in unexpected and crushing nursing home fees, excessive tax burdens, and loss of assets to estate recovery. Then, review the planning tools that can help prevent and fix problems. Do you know what works and how to implement it properly? Our attorney speakers will answer critical questions, identify potential pitfalls, and provide workable solutions. Register now!

Courses Included

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Trusts, Estates & Probate

4.46

Estate vs. Medicaid Planning: Top Mistakes Part II

Recorded October 17, 2025.

Credits Available

Credit	Status	Total	Until
California MCLE Paralegal	Approved	3 Total	10-17-2027
Alaska CLE	Reciprocity	3 Total	10-17-2027
Arkansas CLE	Approved	3 Total	06-30-2026
Arizona CLE	Approved	3 Total	10-17-2027
California CLE	Approved	3 Total	10-17-2027
Colorado CLE	Approved	4 Total	12-31-2027
Connecticut CLE	Approved	3 Total	10-17-2027
Delaware CLE	Approved	3 Total	10-17-2027
Florida CLE	Approved	3.5 Total	04-30-2027
Georgia CLE	Approved	3 Total	12-31-2026
Hawaii CLE	Approved	3 Total	10-17-2027
Iowa CLE	Approved	3 Total	10-17-2026
Idaho CLE	Approved	3 Total	10-17-2030
Illinois CLE	Approved	3 Total	10-16-2027
Indiana CLE	Approved	3 Total	10-17-2026
Kansas CLE	Approved	3.5 Total	10-16-2026
Kentucky CLE	Approved	3 Total	06-30-2026
Louisiana CLE	Approved	3 Total	10-17-2026
Maine CLE	Approved	3 Total	10-16-2027
Minnesota CLE	Approved	3 Total	10-17-2027
Missouri CLE	Approved	3.6 Total	10-17-2027
Northern Mariana Islands CLE	Approved	3 Total	10-17-2027
Mississippi CLE	Approved	3 Total	07-31-2026
Montana CLE	Approved	3 Total	10-17-2028
North Dakota CLE	Approved	3 Total	10-17-2028
Nebraska CLE	Approved	3 Total	10-17-2027
New Hampshire CLE	Approved	3 Total	10-17-2028
New Jersey CLE	Approved	3.6 Total	07-02-2026
New Mexico CLE	Approved	3 Total	10-17-2027
Nevada CLE	Approved	3 Total	10-17-2028
New York CLE	Approved	3.5 Total	10-17-2028
Oklahoma CLE	Approved	3.5 Total	10-17-2027
Oregon CLE	Upon Request	3 Total	10-17-2028
Pennsylvania CLE	Approved	3 Total	10-17-2027
Rhode Island CLE	Approved	3.5 Total	06-30-2026
Tennessee CLE	Approved	3 Total	10-16-2027
Texas CLE	Approved	3 Total	09-30-2026
Virginia CLE	Approved	3 Total	10-31-2026
Vermont CLE	Approved	3 Total	10-17-2027
Washington CLE	Approved	3 Total	10-16-2030
Wisconsin CLE	Approved	3.5 Total	12-31-2026
West Virginia CLE	Approved	3.6 Total	10-17-2027
Wyoming CLE	Approved	3 Total	07-03-2026
Delaware Certified Paralegal Program	Approved	3 Total	10-17-2026
Florida Registered Paralegal	Approved	3 Total	04-30-2027
Indiana Paralegal CLE	Approved	3 Total	10-17-2026
Montana CLE Credit for Paralegals	Approved	3 Total	10-17-2027
New Mexico Paralegal Division, State Bar of	Approved	3 Total	10-17-2027
Ohio Certified Paralegals	Approved	3 Total	10-17-2026
NFPA	Approved	0 Total	10-17-2026
Texas State Bar of Paralegal Division	Approved	3 Total	10-17-2027

OnDemand

2 hours 57 minutes

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","specialty-wording":null},{"title":"Video Download - 3","wording":"This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 3.0 hours of prerecorded credit, of which 0.0 hour will also apply in the area of legal ethics or professionalism. ","specialty-wording":null}],"earn-until":"10-31-2026","earn-until-timestamp":1793404800,"credit-total":3.0,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null},{"credit-key":"VT_CLE","credit-title":"Vermont CLE","credit-title-group":"CLE_Vermont CLE","credit-category":"CLE","credit-state":"VT","credit-type":[],"short-desc":"CLE","long-desc":"Continuing Legal Education","brochure-wording":[{"title":"OnDemand - 3","wording":"This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 3.0 hours of self-study credit, including 0.0 hour of self-study ethics credit. 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","specialty-wording":null},{"title":"Video Download - 3","wording":"The Wyoming State Board of Continuing Legal Education has granted 3.0 hours of Continuing Legal Education Credit, including 0.0 hour of ethics. ","specialty-wording":null}],"earn-until":"07-03-2026","earn-until-timestamp":1783036800,"credit-total":3.0,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null},{"credit-key":"DE_DEPAR","credit-title":"Delaware Certified Paralegal Program","credit-title-group":"Paralegal_Delaware Certified Paralegal Program","credit-category":"Paralegal","credit-state":"DE","credit-type":[],"short-desc":"DE Certified Paralegal Program","long-desc":"DPA Delaware Certified Paralegal Program","brochure-wording":[{"title":"OnDemand - 3","wording":"This course qualifies for 3.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.","specialty-wording":null},{"title":"Video Download - 3","wording":"This course qualifies for 3.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.","specialty-wording":null}],"earn-until":"10-16-2026","earn-until-timestamp":1792108800,"credit-total":3.0,"credit-status":"Approved","warning-text":null,"specialty-credit":false,"credit-logo-slug":null},{"credit-key":"FL_FLRPA","credit-title":"Florida Registered Paralegal","credit-title-group":"Paralegal_Florida Registered Paralegal","credit-category":"Paralegal","credit-state":"FL","credit-type":[],"short-desc":"FL Registered Paralegal","long-desc":"Florida Registered Paralegal Program","brochure-wording":[{"title":"OnDemand - 3","wording":"This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. 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Trusts, Estates & Probate

4.44

Estate vs. Medicaid Planning: Top Mistakes Part I

Recorded October 16, 2025.

Credits Available

Credit	Status	Total	Until
California MCLE Paralegal	Approved	3 Total	10-16-2027
Alaska CLE	Reciprocity	3 Total	10-16-2027
Arkansas CLE	Approved	3 Total	06-30-2026
Arizona CLE	Approved	3 Total	10-16-2027
California CLE	Approved	3 Total	10-16-2027
Colorado CLE	Approved	4 Total	12-31-2027
Connecticut CLE	Approved	3 Total	10-16-2027
Delaware CLE	Approved	3 Total	10-16-2027
Florida CLE	Approved	3.5 Total	04-30-2027
Georgia CLE	Approved	3 Total	12-31-2026
Hawaii CLE	Approved	3 Total	10-16-2027
Iowa CLE	Approved	3 Total	10-16-2026
Idaho CLE	Approved	3 Total	10-16-2030
Illinois CLE	Approved	3 Total	10-15-2027
Indiana CLE	Approved	3 Total	10-16-2026
Kansas CLE	Approved	3.5 Total	10-15-2026
Kentucky CLE	Approved	3 Total	06-30-2026
Louisiana CLE	Approved	3 Total	10-16-2026
Maine CLE	Approved	3 Total	10-15-2027
Minnesota CLE	Approved	3 Total	10-16-2027
Missouri CLE	Approved	3.6 Total	10-16-2027
Northern Mariana Islands CLE	Approved	3 Total	10-16-2027
Mississippi CLE	Approved	3 Total	07-31-2026
Montana CLE	Approved	3 Total	10-16-2028
North Dakota CLE	Approved	3 Total	10-16-2028
Nebraska CLE	Approved	3 Total	10-16-2027
New Hampshire CLE	Approved	3 Total	10-16-2028
New Jersey CLE	Approved	3.6 Total	07-01-2026
New Mexico CLE	Approved	3 Total	10-16-2027
Nevada CLE	Approved	3 Total	10-16-2028
New York CLE	Approved	3.5 Total	10-16-2028
Oklahoma CLE	Approved	3.5 Total	10-16-2027
Oregon CLE	Upon Request	3 Total	10-16-2028
Pennsylvania CLE	Approved	3 Total	10-16-2027
Rhode Island CLE	Upon Request	3.5 Total	06-30-2026
Tennessee CLE	Approved	3 Total	10-15-2027
Texas CLE	Approved	3 Total	09-30-2026
Virginia CLE	Approved	3 Total	10-31-2026
Vermont CLE	Approved	3 Total	10-16-2027
Washington CLE	Approved	3 Total	10-15-2030
Wisconsin CLE	Approved	3.5 Total	12-31-2026
West Virginia CLE	Approved	3.6 Total	10-16-2027
Wyoming CLE	Approved	3 Total	07-03-2026
Delaware Certified Paralegal Program	Approved	3 Total	10-16-2026
Florida Registered Paralegal	Approved	3 Total	04-30-2027
Indiana Paralegal CLE	Approved	3 Total	10-16-2026
Montana CLE Credit for Paralegals	Approved	3 Total	10-16-2027
New Mexico Paralegal Division, State Bar of	Approved	3 Total	10-16-2027
Ohio Certified Paralegals	Approved	3 Total	10-16-2026
NFPA	Approved	0 Total	10-16-2026
Texas State Bar of Paralegal Division	Approved	3 Total	10-16-2027

OnDemand

2 hours 58 minutes

Estate vs. Medicaid Planning: Top Mistakes Part II

Trusts, Estates & Probate

4.46

Estate vs. Medicaid Planning: Top Mistakes Part II

Credits Available

Credit	Status	Total	Until
California MCLE Paralegal	Approved	3 Total	10-17-2027
Alaska CLE	Reciprocity	3 Total	10-17-2027
Arkansas CLE	Approved	3 Total	06-30-2026
Arizona CLE	Approved	3 Total	10-17-2027
California CLE	Approved	3 Total	10-17-2027
Colorado CLE	Approved	4 Total	12-31-2027
Connecticut CLE	Approved	3 Total	10-17-2027
Delaware CLE	Approved	3 Total	10-17-2027
Florida CLE	Approved	3.5 Total	04-30-2027
Georgia CLE	Approved	3 Total	12-31-2026
Hawaii CLE	Approved	3 Total	10-17-2027
Iowa CLE	Approved	3 Total	10-17-2026
Idaho CLE	Approved	3 Total	10-17-2030
Illinois CLE	Approved	3 Total	10-16-2027
Indiana CLE	Approved	3 Total	10-17-2026
Kansas CLE	Approved	3.5 Total	10-16-2026
Kentucky CLE	Approved	3 Total	06-30-2026
Louisiana CLE	Approved	3 Total	10-17-2026
Maine CLE	Approved	3 Total	10-16-2027
Minnesota CLE	Approved	3 Total	10-17-2027
Missouri CLE	Approved	3.6 Total	10-17-2027
Northern Mariana Islands CLE	Approved	3 Total	10-17-2027
Mississippi CLE	Approved	3 Total	07-31-2026
Montana CLE	Approved	3 Total	10-17-2028
North Dakota CLE	Approved	3 Total	10-17-2028
Nebraska CLE	Approved	3 Total	10-17-2027
New Hampshire CLE	Approved	3 Total	10-17-2028
New Jersey CLE	Approved	3.6 Total	07-02-2026
New Mexico CLE	Approved	3 Total	10-17-2027
Nevada CLE	Approved	3 Total	10-17-2028
New York CLE	Approved	3.5 Total	10-17-2028
Oklahoma CLE	Approved	3.5 Total	10-17-2027
Oregon CLE	Upon Request	3 Total	10-17-2028
Pennsylvania CLE	Approved	3 Total	10-17-2027
Rhode Island CLE	Approved	3.5 Total	06-30-2026
Tennessee CLE	Approved	3 Total	10-16-2027
Texas CLE	Approved	3 Total	09-30-2026
Virginia CLE	Approved	3 Total	10-31-2026
Vermont CLE	Approved	3 Total	10-17-2027
Washington CLE	Approved	3 Total	10-16-2030
Wisconsin CLE	Approved	3.5 Total	12-31-2026
West Virginia CLE	Approved	3.6 Total	10-17-2027
Wyoming CLE	Approved	3 Total	07-03-2026
Delaware Certified Paralegal Program	Approved	3 Total	10-17-2026
Florida Registered Paralegal	Approved	3 Total	04-30-2027
Indiana Paralegal CLE	Approved	3 Total	10-17-2026
Montana CLE Credit for Paralegals	Approved	3 Total	10-17-2027
New Mexico Paralegal Division, State Bar of	Approved	3 Total	10-17-2027
Ohio Certified Paralegals	Approved	3 Total	10-17-2026
NFPA	Approved	0 Total	10-17-2026
Texas State Bar of Paralegal Division	Approved	3 Total	10-17-2027

OnDemand

2 hours 57 minutes

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Estate vs. Medicaid Planning: Top Mistakes Part I

Trusts, Estates & Probate

4.44

Estate vs. Medicaid Planning: Top Mistakes Part I

Credits Available

Credit	Status	Total	Until
California MCLE Paralegal	Approved	3 Total	10-16-2027
Alaska CLE	Reciprocity	3 Total	10-16-2027
Arkansas CLE	Approved	3 Total	06-30-2026
Arizona CLE	Approved	3 Total	10-16-2027
California CLE	Approved	3 Total	10-16-2027
Colorado CLE	Approved	4 Total	12-31-2027
Connecticut CLE	Approved	3 Total	10-16-2027
Delaware CLE	Approved	3 Total	10-16-2027
Florida CLE	Approved	3.5 Total	04-30-2027
Georgia CLE	Approved	3 Total	12-31-2026
Hawaii CLE	Approved	3 Total	10-16-2027
Iowa CLE	Approved	3 Total	10-16-2026
Idaho CLE	Approved	3 Total	10-16-2030
Illinois CLE	Approved	3 Total	10-15-2027
Indiana CLE	Approved	3 Total	10-16-2026
Kansas CLE	Approved	3.5 Total	10-15-2026
Kentucky CLE	Approved	3 Total	06-30-2026
Louisiana CLE	Approved	3 Total	10-16-2026
Maine CLE	Approved	3 Total	10-15-2027
Minnesota CLE	Approved	3 Total	10-16-2027
Missouri CLE	Approved	3.6 Total	10-16-2027
Northern Mariana Islands CLE	Approved	3 Total	10-16-2027
Mississippi CLE	Approved	3 Total	07-31-2026
Montana CLE	Approved	3 Total	10-16-2028
North Dakota CLE	Approved	3 Total	10-16-2028
Nebraska CLE	Approved	3 Total	10-16-2027
New Hampshire CLE	Approved	3 Total	10-16-2028
New Jersey CLE	Approved	3.6 Total	07-01-2026
New Mexico CLE	Approved	3 Total	10-16-2027
Nevada CLE	Approved	3 Total	10-16-2028
New York CLE	Approved	3.5 Total	10-16-2028
Oklahoma CLE	Approved	3.5 Total	10-16-2027
Oregon CLE	Upon Request	3 Total	10-16-2028
Pennsylvania CLE	Approved	3 Total	10-16-2027
Rhode Island CLE	Upon Request	3.5 Total	06-30-2026
Tennessee CLE	Approved	3 Total	10-15-2027
Texas CLE	Approved	3 Total	09-30-2026
Virginia CLE	Approved	3 Total	10-31-2026
Vermont CLE	Approved	3 Total	10-16-2027
Washington CLE	Approved	3 Total	10-15-2030
Wisconsin CLE	Approved	3.5 Total	12-31-2026
West Virginia CLE	Approved	3.6 Total	10-16-2027
Wyoming CLE	Approved	3 Total	07-03-2026
Delaware Certified Paralegal Program	Approved	3 Total	10-16-2026
Florida Registered Paralegal	Approved	3 Total	04-30-2027
Indiana Paralegal CLE	Approved	3 Total	10-16-2026
Montana CLE Credit for Paralegals	Approved	3 Total	10-16-2027
New Mexico Paralegal Division, State Bar of	Approved	3 Total	10-16-2027
Ohio Certified Paralegals	Approved	3 Total	10-16-2026
NFPA	Approved	0 Total	10-16-2026
Texas State Bar of Paralegal Division	Approved	3 Total	10-16-2027

OnDemand

2 hours 58 minutes

Credit Details

Credits Available

Credit	Status	Total
California MCLE Paralegal	Approved	6 Total
Alaska CLE	Reciprocity	6 Total
Arkansas CLE	Approved	6 Total
Arizona CLE	Approved	6 Total
California CLE	Approved	6 Total
Colorado CLE	Approved	8 Total
Connecticut CLE	Approved	6 Total
Delaware CLE	Approved	6 Total
Florida CLE	Approved	7 Total
Georgia CLE	Approved	6 Total
Hawaii CLE	Approved	6 Total
Iowa CLE	Approved	6 Total
Idaho CLE	Approved	6 Total
Illinois CLE	Approved	6 Total
Indiana CLE	Approved	6 Total
Kansas CLE	Approved	7 Total
Kentucky CLE	Approved	6 Total
Louisiana CLE	Approved	6 Total
Maine CLE	Approved	6 Total
Minnesota CLE	Approved	6 Total
Missouri CLE	Approved	7.2 Total
Northern Mariana Islands CLE	Approved	6 Total
Mississippi CLE	Approved	6 Total
Montana CLE	Approved	6 Total
North Dakota CLE	Approved	6 Total
Nebraska CLE	Approved	6 Total
New Hampshire CLE	Approved	6 Total
New Jersey CLE	Approved	7.2 Total
New Mexico CLE	Approved	6 Total
Nevada CLE	Approved	6 Total
New York CLE	Approved	7 Total
Oklahoma CLE	Approved	7 Total
Oregon CLE	Upon Request	6 Total
Pennsylvania CLE	Approved	6 Total
Rhode Island CLE	Approved	7 Total
Tennessee CLE	Approved	6 Total
Texas CLE	Approved	6 Total
Virginia CLE	Approved	6 Total
Vermont CLE	Approved	6 Total
Washington CLE	Approved	6 Total
Wisconsin CLE	Approved	7 Total
West Virginia CLE	Approved	7.2 Total
Wyoming CLE	Approved	6 Total
Delaware Certified Paralegal Program	Approved	6 Total
Florida Registered Paralegal	Approved	6 Total
Indiana Paralegal CLE	Approved	6 Total
Montana CLE Credit for Paralegals	Approved	6 Total
New Mexico Paralegal Division, State Bar of	Approved	6 Total
Ohio Certified Paralegals	Approved	6 Total
NFPA	Approved	0 Total
Texas State Bar of Paralegal Division	Approved	6 Total

Speakers

Christopher E.

Denney

Silvermark CPAs & Advisors

Michael W.

Nalli

Nalli, Elias & Associates, P.C.

Brittney

Shearin

Lawyers With Purpose®

Sam

Thomas, III

Sam Thomas III Esquire & Associates

Ronald

Fatoullah

Meltzer, Lippe, Goldstein & Breitstone, LLP

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TOP FAQs

How do I access my courses?

Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.

Do you have options for attendees who are deaf or hard of hearing?

Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.

What happens if my course is cancelled?

In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.

Are multiple attendee discounts available?

Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.

When will the OnDemand be available and how long will I have access to the content?

The OnDemand Video will be available to stream within 7 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.

What is included with my course purchase?

When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.

Will I receive a certificate of completion?

Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.

Can multiple people watch courses and request credit?

While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us

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Speakers

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Christopher E. Denney

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Michael W. Nalli

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Brittney Shearin

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Sam Thomas, III

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Ronald Fatoullah

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