Hilton Garden Inn Springfield
800 Hall of Fame Avenue
Springfield, MA 01105
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 - 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.
JACK FERRITER is an attorney at Ferriter & Ferriter LLC, with offices in Massachusetts and Connecticut. For more than 30 years, his practice and passion has been as a trusted strategic advisor to businesses and families in corporate, estate planning and elder law. Mr. Ferriter has appeared in federal, state and appellate courts and administrative agencies, as well as the United States Supreme Court. Governor Charlie Baker appointed Mr. Ferriter as a public administrator over probate estate administrations. He is a board member of the Massachusetts Bar Foundation, a member of the Hampden County Bar Association, and The Estate Planning Council, among many others. Mr. Ferriter earned his A.B. degree from the College of the Holy Cross (President's Council); and his J.D. degree from Western New England University School of Law, where he was a member of the Editorial Board of the Law Review.
LISA M. NEELEY is of counsel with Mirick, O'Connell, DeMallie & Lougee, LLP, in Worcester, Massachusetts, where she focuses her practice on elder law, estate, and special needs planning matters. Ms. Neeley assists clients in the preparation and filing of complex MassHealth applications, from the planning and filing process through representation for any necessary appeals. In conjunction with her MassHealth expertise, Ms. Neeley has represented clients in appeal hearings regarding benefit eligibility issues before the Board of Hearings, Superior Court, and Massachusetts Appeals Court. Additionally, she has expertise in assisting elder and disabled clients with the process of applying for community MassHealth benefits to enable them to remain in their homes while receiving care. Ms. Neeley is a member of the Worcester County and Massachusetts bar associations, and the National Academy of Elder Law Attorneys, Massachusetts Chapter (member, Litigation Review Committee). She earned her B.A. degree, cum laude, from Assumption College; and her J.D. degree, cum laude, from New England School of Law where she served as senior literary editor of the New England Journal on Criminal and Civil Confinement. She is admitted to practice in Massachusetts.
JACQUELINE M. REARDON is the principal attorney of the Windsor, Connecticut law office of Jacqueline Reardon Attorney. Since 1990, Ms. Reardon’s practice areas have included estate planning, special needs planning, probate, elder law and conservatorships. She is a member of the National Association of Elder Law Attorneys (NAELA), the American Bar Association, and PLAN of CT. Ms. Reardon earned her B.A. degree, magna cum laude, at Stonehill College and her J.D. degree, cum laude, at Suffolk University Law School.
LAURA SILVER TRAIGER is a senior associate at the law firm of Starr Vander Linden LLP. Ms. Silver Traiger concentrates on the legal issues facing older and disabled clients, including estate and Medicaid planning, public benefits protection using special needs trusts, guardianships/conservatorships, and estate administration. She is the author of a chapter on MassHealth options for individuals living in the community in Estate Planning for the Aging or Incapacitated Client in Massachusetts published by the Massachusetts Continuing Legal Education (MCLE). She is an active member of the Massachusetts Chapter of the National Academy of Elder Law Attorneys, serving as its President in 2017. In 2014, Ms. Silver Traiger was named MassNAELA's Member of the Year and in 2015, she was awarded the Deborah H. Thomson Advocacy Award relative to her work in drafting and promoting legislation to help keep elders in their homes. She is also involved with the Worcester County Bar Association, previously serving as co-chair of the Probate Committee, the Massachusetts Bar Association and the Greater Worcester Alzheimer's Partnership. Ms. Silver Traiger also serves on the advisory committee for the money management program of Elder Services of Worcester and mentors for the Elder Law Project of the Women's Bar Foundation. Ms. Silver Traiger received her J.D. degree, cum laude, from Suffolk University Law School and her B.A. degree, cum laude, from the University of Massachusetts at Amherst.
$339 / Each Additional
$329 / New Professional