Course book included with all formats
For your aging clients, looking to find affordable assisted care has become a top priority. This legal guide will walk you through the most current and effective Medicaid planning strategies to aid your clients. Our faculty will address excluded assets, income eligibility, qualifying transfer techniques, estate recovery rules and more. Order today!
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including - Ethics: 1.00
This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and may qualify for up to 6.0 hours of participatory credit, of which 1.0 hour will apply to legal ethics participatory 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.
RACHEL A. KABB-EFFRON is the owner of The Kabb Law Firm, in Beachwood, Ohio, where she specializes in elder law. Ms. Kabb-Effron is a certified elder law attorney by the National Elder Law Foundation and is recognized as a specialist by the Ohio State Bar Association. She is a VA accredited attorney and licensed to practice before the Court of Veterans Claims. She has more than 18 years of experience in representing elderly and disabled clients on eligibility issues involving Medicaid and other public assistance programs. Ms. Kabb-Effron has been practicing life care planning since 2006 and is currently on the board of the Life Care Planning Law Firms Association and has served as the president, vice president and treasurer. She is the a past-president of the Ohio Chapter of the National Academy of Elder Law Attorneys and has been an active member of the National Academy of Elder Law Attorneys on numerous national committees. Ms. Kabb-Effron is a member of the Ohio State and Cleveland Metropolitan bar associations. She is a frequent speaker for other professional and community groups on elder law issues. Ms. Kabb-Effron earned her B.A. degree, with honors, from the University of Cincinnati and her J.D. degree, cum laude, from the Cleveland-Marshall College of Law.
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 has represented clients before all levels of the Internal Revenue Service and the Arizona Department of Revenue. Mr. Murphy 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 has served on numerous state and county bar association committees, and was selected as the state bar representative to the Arizona Supreme Court's Committee on Reform of Lower Jurisdiction Courts. Mr. Murphy has testified as an expert witness in cases before the Maricopa County Probate Court regarding probate practices in Arizona. He serves on the advisory board of the Phoenix Tax Workshop and the editorial board of NAELA News. Mr. Murphy has been published in many national, state and local professional journals, writing on a wide variety of legal and tax matters. His articles on the impact of the new HIPAA regulations on health care powers of attorney and related documents have garnered him wide recognition as one of the nation's foremost authorities in this field, and he has been invited to speak before many organizations. Mr. Murphy graduated from Tufts University, with honors, and he earned his J.D. degree from Suffolk University Law School.
JASON A. PENROD, B.C.S., is a board certified expert in elder law and the founder of Family Elder Law, P.A., with offices in Lake Wales, Sebring, and Lakeland, Florida. His firm concentrates on elder law issues consisting primarily of Medicaid crisis nursing home planning, proactive asset protection planning, as well as Veterans Administration benefit planning. Mr. Penrod graduated with his B.A. degree from Niagara University. He earned his J.D. degree from Vanderbilt University Law School in Nashville, Tennessee. Mr. Penrod has served as the president of the Lake Wales Rotary Club and the Lake Wales Chamber of Commerce and currently is a Board of Director member of the Gulf Coast Chapter of the Alzheimer’s Association. He authors a newspaper article in Central Florida, entitled “From the Attorney’s Desk” and is a frequent National Business Institute speaker. Mr. Penrod is also a VA accredited attorney as well as an active member of the Academy of Florida Elder Law Attorneys and the Elder Law Section of The Florida Bar.