Long-Term Care Planning Tools for Every Client
Regulatory Ethics: 1.00
Specialized Knowledge: 6.00
Course book included with all formats
Long-Term Care Planning Tools for Every Client
Go through a series of common client scenarios and get practical solutions to common Medicaid and SNT planning dilemmas. Register today!
This legal guide is designed for attorneys. Accountants, elder care planners, paralegals and legal support staff will also benefit.
10:00 am to 5:00 pm Eastern Standard Time
including - Regulatory Ethics: 1.00 Specialized Knowledge: 6.00
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 an Intermediate level program presented in a group internet-based setting. Accountants should have a basic understanding of the long-term planning tools available. No advanced preparation is required.Upon completion of this course, attendees should be able to: 1. Recall Medicaid eligibility criteria. 2. List at least two examples of community spouse protections. 3. Provide one example of a situation when an SNT is a good option for a client.Field(s) of Study -- Specialized Knowledge; Regulatory Ethics.
STEPHEN B. KEOGH is a partner in the Norwalk law firm of Keogh, Burkhart & Vetter, practicing primarily in elder law and probate law. A magna cum laude graduate of Yale College, Mr. Keogh earned his J.D. degree from Columbia University. He is a member of the Fairfield County, Connecticut and American bar associations; and the National Academy of Elder Law Attorneys. Mr. Keogh is a member of the Board of Directors of the Connecticut Chapter of the National Academy of Elder Law Attorneys, a member of the Executive Committee of the Elder Law Section of the Connecticut Bar Association, and a past co-chair of the Elder Law Section of the Fairfield County Bar Association. He is also a member of the Community Bioethics Forum, which is sponsored by the Program for Biomedical Ethics at the Yale School of Medicine, and was the first recipient of the Glenn E. Knierim Pro Bono Award, given by the Connecticut Probate Assembly, in April 2012.
MATTHEW J. LEONARD is counsel at Salter McGowan Sylvia & Leonard, Inc., where he has devoted his practice to handling the legal needs of individuals and their business interests through all stages of life, from basic to sophisticated estate planning, elder law, Medicaid planning, probate, trust and estate administration, real estate, business transactions, business creation, and related litigation. Mr. Leonard appears in probate and superior courts representing executors, administrators, guardians, trustees and beneficiaries. He appears before the Rhode Island Department of Human Services in support of client Medicaid applications. He is a frequent author and lecturer on various topics such as advanced estate planning, Medicaid planning, buying or selling a usiness and the probate process. Mr. Leonard earned his B.S. degree from Providence College and his J.D. degree from Roger Williams University School of Law. He is admitted to practice in Rhode Island, Massachusetts and Florida, as well as the federal courts of Rhode Island, Massachusetts and Connecticut. He is a member of the Rhode Island and Massachusetts bar associations, and The Florida Bar.
THOMAS J. MURPHY is an attorney located in the Ahwatukee area of Phoenix. His practice emphasizes estate planning, elder law (including nursing home issues), all probate matters (including contested matters and guardianships), and tax controversies. Mr. Murphy has regularly appeared before the Arizona Court of Appeals, litigating many of the cutting-edge appellate cases in probate law and has successfully litigated cases in the U.S. Tax Court, the Arizona Tax Court, and the Arizona Board of Tax Appeals. He is a member of the National Academy of Elder Law Attorneys, the State Bar of Arizona (Tax Law, Probate and Trust Law, Mental Health and Elder Law sections), and the Arizona Medicaid Planning Council. He serves on the Advisory Board of the Phoenix Tax Workshop and the Editorial Board of NAELA News. Mr. Murphy graduated from Tufts University, with honors, and he earned his J.D. degree from Suffolk University Law School.
$329 / Each Additional