The cost of long-term care can consume a person's assets if a carefully drafted estate plan is not in place. Order today to learn the skills you need to create an estate plan that meets your clients' needs.

1. What to Do When a Spouse is Confronting Health Issues - The Estate Plan
2. Medicaid Planning Techniques and Preserving Family Assets When Qualifying for Medicaid
3. How to Protect an Elderly Client's Assets
4. Insurance to Fund All or Part of Long-Term Care Costs
5. Ethical Considerations When Representing the Elderly Client

Continuing Education Credits:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

* denotes specialty credits

1. WHAT TO DO WHEN A SPOUSE IS CONFRONTING HEALTH ISSUES - THE ESTATE PLAN
   9:00 - 10:15, Written by Dori J. Wiggen
   Presented by Dori J. Wiggen in Raleigh and Charlie D. Brown in Greensboro.
   1. Client Interview
   2. How to Draft the Plan
   3. Asset Titling - Deed, Bank Accounts, and Life Insurance
   4. Changing the Will to Exclude the Disabled Spouse
   5. Durable Power of Attorney - Gift Giving Power
   6. Advanced Directives
   7. Sample Forms and Letters
2. MEDICAID PLANNING TECHNIQUES AND PRESERVING FAMILY ASSETS WHEN QUALIFYING FOR MEDICAID
   10:30- 12:00, Written by Lisa Salines-Mondello.
   Presented by Lisa Salines-Mondello in Raleigh and David B. McLean in Greensboro.
   1. Look-Back Requirements
   2. Implications of Transferring Assets (Gifts or Otherwise)
   3. Using Annuities to Qualify for Medicaid
   4. Use of Promissory Notes in Medicaid Eligibility
   5. Protecting the Family Home and Other Real Property
   6. Protecting Family Assets for a Disabled Applicant or Child
   7. Estate Recovery
3. HOW TO PROTECT AN ELDERLY CLIENT'S ASSETS
   1:00 - 2:15, Written by Dori J. Wiggen
   Presented by Dori J. Wiggen in Raleigh and Charlie D. Brown in Greensboro.
   1. Drafting the Irrevocable Trust
   2. Impact of Medicaid Issues in Drafting Trusts
   3. Life Estate Deed With/Without Powers of Sale
   4. Using Annuities, Life Insurance and Retirement Accounts in the Estate Plan
   5. Revocable vs. Irrevocable Life Estates - Current Gifting Guidelines
   6. Income Tax Traps With Gifts
   7. Avoiding the Pitfalls of Guardianships
4. INSURANCE TO FUND ALL OR PART OF LONG-TERM CARE COSTS
   2:30 - 3:30, Written and presented by Janna M. Wallace in Raleigh and Greensboro.
   1. What is Long-Term Care?
   2. Costs of Care and Funding Sources
   3. Understanding Long-Term Care Insurance Benefits
5. ETHICAL CONSIDERATIONS WHEN REPRESENTING THE ELDERLY CLIENT
   3:30 - 4:30, Written by Dori J. Wiggen
   Presented by Dori J. Wiggen in Raleigh and Charlie D. Brown in Greensboro.
   1. Acting Within the Lawyer's Expertise
   2. Avoiding Conflict Between Spouses' Interests
   3. Competency of the Client
   4. Maintaining Due Diligence in Completing Paperwork When Representing the Elderly or ill Client
   5. Estate Recovery

CHARLIE D. BROWN is an attorney at Brown Estate Planning & Elder Law. He is a board certified specialist in estate planning and probate law, focusing his practice on the transfer and protection of people's assets. Mr. Brown's practice involves estate planning; Medicaid and elder law issues; business succession planning; individual, gift and estate taxation; trust and estate administration; the creation and administration of charitable foundations; and asset protection planning. He was named one of the Legal Elite in North Carolina for his work. Mr. Brown is a triple-Deacon, graduating from three schools at Wake Forest University. He graduated, magna cum laude, from the under graduate school, then earned both his M.B.A. and J.D. degrees. During law school, Mr. Brown served as a business symposium editor on the Wake Forest University Law Review. Before joining the firm, he was a trust officer with Wachovia Bank and a senior tax advisor with Arthur Andersen. (Greensboro location)

DAVID B. McLEAN is a sole practitioner in the firm David B. McLean, PLLC, where his main areas of practice are estate planning, guardianship, estate administration, Medicaid planning and applications, and elder law. Mr. McLean has established trusts for guardianship estates and provided counsel to trustees; served as counsel for petitioners and as guardian ad litem in numerous incompetence matters; crafted agreements among parties to incompetence matters to avoid or limit litigation; and lectured at the North Carolina Bar Association's Estate Administration CLE seminar on guardianship at the Practice Before the Clerk CLE, sponsored by Wake Forest University in March 2005. He earned his M.Divinity degree from Southern Baptist Theological Seminary, his B.A. degree from Furman University and his J.D. degree from Wake Forest University School of Law. Mr. McLean is a member of the Guilford County, North Carolina (member, Elder Law and Estate Planning sections) and American bar associations; and the National Academy of Elder Law Attorneys (NAELA). (Greensboro location)

LISA SALINES-MONDELLO is an attorney with Salines-Mondello Law Firm, PC, and is of counsel with the Elder Law Firm of Andrew Olsen in Wilmington, North Carolina, where she practices in the areas of estate planning, elder law and probate law. Ms. Salines-Mondello focuses her practice on the transfer and protection of her client's assets. Her practice involves estate planning, asset protection planning, Medicaid, veteran and elder law issues, special needs planning, and trust and estate administration. After earning her J.D. degree, Ms. Salines-Mondello earned her LL.M degree from Boston University School of Law and is licensed to practice in both North Carolina and Massachusetts. (Raleigh location)

JANNA M. WALLACE is a principal at the firm Wallace Mercogliano, PA, in Fuquay-Varina. She is a certified specialist in elder law by the North Carolina State Bar Board. Ms. Wallace has been in law practice for ten years. Prior to law school, she developed an interest in elder law during the four years she was a Medicaid eligibility specialist for the Department of Social Services. Ms. Wallace is licensed in North Carolina; her practice is focused on elder law, estate planning and Social Security disability appeals. She is an active member of the North Carolina Bar Association, National Academy of Elder Law Attorneys and ElderCounsel. Ms. Wallace earned both her undergraduate and law degrees from University of North Carolina at Chapel Hill. (Raleigh and Greensboro locations)

DORI J. WIGGEN is a partner with Wiggen Law Group PLLC in Durham, North Carolina. She focuses her practice in the areas of estate planning, probate, elder law, Medicaid, veterans' benefits and special needs planning. Ms. Wiggen currently serves on the Executive Council for the Elder Law Section of the North Carolina Bar Association, and as a director on the board of the North Carolina Chapter of the National Academy of Elder Law Attorneys. She is a member of the Academy of Special Needs Planners, the Estate Planning and Elder Law sections of the North Carolina Bar Association, and the Durham/Orange Estate Planning Council; and is an accredited attorney with veterans' affairs. Ms. Wiggen earned her B.A. degree, magna cum laude, from Appalachian State University and her J.D. degree from the University of North Carolina at Chapel Hill School of Law. (Raleigh location)

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

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Phone: 866-240-1890

Email: credit@nbi-sems.com