Course book included with all formats
Essential knowledge of Medicaid asset planning strategies is a must-have for all professionals who work with aging and disabled clients and their families. This practical legal instruction will give you the knowledge and skills you'll need to help clients protect assets while qualifying for Medicaid and guard against accidental loss of benefits. Order today!
including - Ethics: 1.00
Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for up to 6.0 self-study hours toward your annual CLE requirement in Connecticut, including 1.0 self-study hour(s) of ethics/professionalism.
ANN L. FOWLER-CRUZ is a principal in Cohen and Wolf, P.C.'s trusts and estates, and elder law groups. Her elder law practice focuses on long-term care planning, asset preservation strategies, Medicaid applications, disability planning, utilizing conservatorships/guardianship, and special needs trusts. Ms. Fowler-Cruz's estate planning practice includes the creation of wills, trusts, and advance directives. She also handles probate administration. Ms. Fowler-Cruz has been a staunch advocate for the elderly and the disabled for more than 20 years. She has the distinction of being a Certified Elder Law Attorney (CELA) by the National Elder Law Foundation for more than 15 years and is accredited to practice before the Department of Veterans Affairs. Certified elder law attorney (CELA) is recognized by the American Bar Association, but not by the Rules Committee of the Connecticut Superior Court. Ms. Fowler-Cruz's extensive knowledge in the area of elder law enables her to assist the elderly and the disabled in realizing the very best quality of life. Prior to joining Cohen and Wolf, P.C., Ms. Fowler-Cruz was a founding partner of the Law Firm of Hersh & Fowler-Cruz, with offices in Connecticut and New York. She continues to be well versed in the laws of both states and has the ability to serve clients in both Connecticut and New York. Ms. Fowler-Cruz is admitted to practice in Connecticut, New York and the U.S. District Court for the Eastern District of New York. She is a member of the National Academy of Elder Law Attorneys, Inc. (NAELA), the Connecticut Bar Association sections on Elder Law and Probate & Trusts, the Fairfield County Bar Association, and the New York State Bar Association. Ms. Fowler-Cruz is an active speaker in the community. She is a frequent guest speaker before organizations such: as the Alzheimer’s Association, the Financial Planning Association of Connecticut, the Connecticut and New York bar associations, as well as local organizations. Ms. Fowler-Cruz earned her J.D. degree from Quinnipiac College School of Law and her B.A. degree from Smith College.
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.
JORDAN M. RICHARDS is an elder law attorney at Seabourne & Malley, Attorneys at Law, where he practices in the areas of Medicaid qualification, estate planning, special needs planning, trust and estate administration, and probate litigation. He is a member of the National Association of Elder Law Attorneys and the Connecticut Bar Association. Mr. Richards is approved to create pooled special needs trusts with the Planned Lifetime Assistance Network of Connecticut. He received his B.S. degree from Cornell University and his J.D. degree from the Quinnipiac University School of Law.