Wills, Trusts, Powers of Attorney and Medicaid Planning 101
Individuals without a plan in place for incapacity, death or nursing home care will often see their wishes unfulfilled and their assets at the mercy of creditors. You have the power to prevent this. This program will show you when and how to use different estate planning tools to accomplish your clients' goals. Build a solid foundation for a successful estate planning practice - register today!
Will, trust or both? Learn how to make the right choice for your client's unique situation.
Examine the different types of trusts and understand when and why they are used.
Discover how to protect clients' assets when planning for Medicaid and nursing home care.
This course is part of the Estate Planning & Trusts in Kentucky series.
This activity has been approved by the Kentucky Bar Association Continuing Legal Education Commission for a maximum of 2.0 credits, of which 0.0 hour relates to ethical considerations.
CPE for Accountants
CPE for Accountants/NASBA
Specialized Knowledge: 2.00
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 2.0 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 a Basic level program presented in a group internet-based setting. No advanced preparation or prerequisites are required.Upon completion of this course, attendees should be able to: 1. Describe the purpose of a health care power of attorney. 2. Explain how an estate is settled if there is no will. 3. State the difference between a revocable and irrevocable trust.Field(s) of Study -- Specialized Knowledge.
LEAH A. MORRISON is an attorney with English, Lucas, Priest & Owsley, LLP, in Bowling Green, Kentucky. She concentrates her practice in designing estate, asset protection, and business succession plans in a tax advantageous manner. Ms. Morrison is a member of the American, Kentucky, Louisville, and Bowling Green-Warren County bar associations. She earned her J.D. degree, magna cum laude, from University of Louisville Brandeis School of Law, her LL.M. degree in taxation, magna cum laude, from the University of Alabama, and her B.A. degree in Criminal Justice from George Washington University.
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