Hilton Garden Inn Lancaster
101 Granite Run Drive
Lancaster, PA 17601
Areas of Professional Practice: 6.00
Behavioral Ethics: 1.00
Specialized Knowledge: 3.00
Course book included with all formats
Get the Latest on Medicaid Application and Asset Planning Tactics
Middle class Americans seeking asset protection cannot afford to ignore the potentially devastating costs of nursing home and other long-term care. Nursing homes are among the most common and largest creditors an average American is likely to face in his or her lifetime, but only about 10% of the population has long-term care insurance. For the other 90%, Medicaid is the primary source of payment, so a basic understanding of the Medicaid asset protection process is vital for all professionals who work with seniors and their families. This course will provide an overview of asset protection concepts and strategies that elder law attorneys can use to legally and ethically protect assets while facilitating earlier Medicaid eligibility; and a set of crisis-management tools to prevent and correct inadvertent loss of benefits. Register today!
This basic level seminar is designed for:
including - Ethics: 1.20
This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 7.20 hours of total CLE credit. Of these, 1.20 qualify as hours of credit for ethics/professionalism.
including - Ethics: 1.00 Areas of Professional Practice: 6.00
This course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for a maximum of 7.0 credit hours. 6.0 hours can be applied to the Areas of Professional Practice requirement and 1.0 hour can be applied toward the ethics and professionalism requirement. This live format program is appropriate for newly admitted and experienced attorneys.
including - Ethics: 1.00
This program has been approved by the Pennsylvania Continuing Legal Education Board for a total of 6.0 hours, including 5.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse CLE credit.
including - Behavioral Ethics: 1.00 Specialized Knowledge: 3.00 Taxes: 3.00
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 a Basic level program presented in a group live setting. No advanced preparation or prerequisites are required. Upon completion of this course, attendee will be able to: 1. Recall the key Medicaid eligibility criteria. 2. Distinguish between Medicaid planning for single vs. married clients. 3. List at least three asset transfer strategies that can be employed in Medicaid crisis planning. 4. Describe how income-only trusts are used in Medicaid planning. 5. Determine when a special needs trust is needed. 6. Distinguish between ethical and unethical practices. Field(s) of Study -- Taxes; Behavioral Ethics; Specialized Knowledge.
This program has been accepted by the Certified Financial Planner Board of Standards Inc. and qualifies for 7.0 hours of CE credit for CFP® Certificants. The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) and CFP® (with flame design) in the US, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Upon completion of this course, attendee will be able to: 1. Recall the key Medicaid eligibility criteria. 2. Distinguish between Medicaid planning for single vs. married clients. 3. List at least three asset transfer strategies that can be employed in Medicaid crisis planning. 4. Describe how income-only trusts are used in Medicaid planning. 5. Determine when a special needs trust is needed. 6. Distinguish between ethical and unethical practices.
JONATHAN L. DEWALD is an attorney with McNerney Page Vanderlin & Hall, where he focuses his practice in the areas of estate planning, estate administration, asset protection, and elder law. He currently serves on the Board of Directors for North Central Sight Services, Inc. and The Dickinson School of Law Alumni Society. Mr. DeWald is also a member of the Pennsylvania Bar Association, the Lycoming Law Association, and the Charles F. Greevy, Jr. American Inn of Court. He is an accredited attorney with the United States Department of Veterans Affairs. Mr. DeWald earned his B.A. degree from the University of Richmond and his J.D. degree from the Penn State University’s Dickinson School of Law. (State College location)
STEVEN D.W. MILLER is a partner with Henry & Beaver LLP. Mr. Miller’s practice goes beyond the average lawyer’s understanding of wills and trusts, and includes in-depth knowledge of Medicare/Medicaid planning and Veterans Administration benefits. Mr. Miller frequently educates both the public and fellow attorneys about the legal struggles faced by seniors in understanding the regulations, and teaches everyone how to plan properly for long-term care. He is also experienced in both tax and litigation matters including multimillion dollar estate disputes and highly contested guardianships. Mr. Miller received his B.A. degree from DePauw University, his master's degree from Embry-Riddle Aeronautical University, and his J.D. degree from Widener University Commonwealth School of Law. He is a member of the Pennsylvania Bar Association, Lebanon County Bar Association, National Academy of Elder Law Attorneys, Pennsylvania Academy of Elder Law Attorneys, Leadership Lebanon Valley, Lebanon Valley Chamber of Commerce, Lebanon County Choral Society and the Lebanon Community Theatre. Mr. Miller is admitted to practice in Pennsylvania, Massachusetts and the U.S. Third Circuit Court of Appeals. (Lancaster location)
ERIK D. SPURLIN is a certified elder law attorney at Estate & Elder Law Firm of Erik Spurlin, practicing solely in the areas of estate planning and administration and long-term care planning. Prior to establishing his own firm in Red Lion, York County, Mr. Spurlin was a principal of the Elder Law Firm of Robert Clofine and an associate of Appel & Yost, practicing in the areas of estate planning and administration, long-term care planning and tax law. He also served as a judicial law clerk to the Honorable John S. Kennedy of the York County Orphans’ Court. Mr. Spurlin earned his J.D. degree, cum laude, from Temple University School of Law, where he also received his LL.M. degree in taxation, with distinction. During this time, he earned a certificate in estate planning and was the sole recipient of the Joseph Price Memorial Award for Outstanding Achievement in Tax Law for 2010. Mr. Spurlin is a graduate of Arizona State University, where he received his bachelor’s degree, summa cum laude, in political science; and a master’s degree, summa cum laude, in international relations. (State College and Lancaster locations)