Holiday Inn Purdue Fort Wayne
4111 Paul Shaffer Drive
Fort Wayne, IN 46825
Behavioral Ethics: 1.00
Specialized Knowledge: 6.00
Course book included with all formats
Stay on the Cutting Edge of Medicaid Practice
Skyrocketing health and long-term care costs are putting added pressure on your aging clients to find a way to afford assisted care. This focused course is dedicated to helping you offer the most current and effective Medicaid planning. Get detailed instruction on fulfilling all four eligibility criteria, with special focus on excluded assets and qualifying transfer techniques. Register today!
This basic level seminar will give you all the information you'll need to qualify clients for Medicaid and is designed for attorneys. It may also be of benefit to paralegals, nursing home administrators, accountants and CPAs, financial planners, investment advisers and geriatric care managers.
including - Ethics: 1.00
This course has been approved by the Indiana Supreme Court Office of Admissions & Continuing Education. Participating attorneys are eligible to receive up to 6.0 hours of CLE credit, which includes 1.0 hour of ethics. Newly admitted attorneys may receive 6.0 hours of new attorney CLE.
including - Behavioral Ethics: 1.00 Specialized Knowledge: 6.00
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. Determine when a client is eligible for Medicaid. 2. List at least four types of excluded assets for purposes of Medicaid eligibility. 3. Explain how MAGI is calculated. 4. Explain why the timing of Medicaid-qualifying transfer is so important. 5. List major steps involved in applying for Medicaid. 6. Distinguish between ethical and unethical practices. Field(s) of Study -- 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. Determine when a client is eligible for Medicaid. 2. List at least four types of excluded assets for purposes of Medicaid eligibility. 3. Explain how MAGI is calculated. 4. Explain why the timing of Medicaid-qualifying transfer is so important. 5. List major steps involved in applying for Medicaid. 6. Distinguish between ethical and unethical practices.
NBI, Inc. is a Certified Sponsor of professional continuing education with the National Association of Long Term Care Administrator Boards (NAB) and has approved this program for the number of clock hours listed under their sponsor agreement with NAB/NCERS. State licensure boards, however, have final authority on the acceptance of individual courses.
DAVID B. ANTHONY is an attorney at Gordon & Associates, P.C., a firm committed to providing excellence in many areas of practice related to elder law and agrilaw, including estate planning, business transition planning, Medicaid planning and application assistance, general corporate and corporate transactional matters, and estate administration. He received his B.A. degree from Indiana University and his J.D. degree from Ohio Northern University, Pettit College of Law. Mr. Anthony is licensed in both Ohio and Indiana and has successfully assisted families with the Medicaid application process in both states. He is an active member of the Elder Law Section and the Probate, Trusts, and Real Property Section of the Indiana State Bar Association. Mr. Anthony is a member of the National Academy of Elder Law Attorneys, the Fort Wayne Estate Planning Council, and the Wells County Bar Association. (Indianapolis location)
EDWARD P. BENCHIK is a partner with Shedlak & Benchik Law Firm, LLP, where he practices civil litigation, bankruptcy, transactional law, and trusts and estates. Mr. Benchik received his B.A. degree, with honors, from the University of Notre Dame and his J.D. degree from the Indiana University Maurer School of Law. (Merrillville location)
LISA A. BLACKMAN is a partner in the law firm of Coffin, Coffin & Blackman, where she has concentrated her practice in the areas of elder law, Medicaid planning, and estate planning. She earned her B.A. degree from Indiana University - Bloomington and her J.D. degree from Indiana University School of Law - Bloomington. Ms. Blackman is admitted to the Indiana Bar and the U.S. District Court for the Northern and Southern districts of Indiana. She is a member of the Probate and Trust Section of the Indiana State Bar Association and the Elder Law Section of the Indiana State Bar Association. Ms. Blackman is also an accredited attorney with the Department of Veterans Affairs. (Indianapolis location)
LORI M. CRAIG is an attorney at the historic firm of Foley Peden & Wisco, P.A., in the heart of Martinsville, Indiana, and is committed to ensuring that her clients have effective counsel when it comes to making financial and health care decisions for themselves and their families. She is admitted to practice in the state of Indiana and in the United States District Court for the Southern District of Indiana (which includes Indianapolis). Ms. Craig is a member of the Indianapolis Bar Association, the Indiana State Bar Association, and the American Bar Association. She frequently serves adults and children as a guardian ad litem and is a member of the Indiana State Guardianship Association. Ms. Craig graduated, cum laude, from the Indiana University Robert H. McKinney School of Law. In addition to her J.D. degree, she completed the requirements for health law certification, which includes elder law. (Indianapolis location)
JAYME E. DONNELSON is an attorney at Hess Hess & Donnelson, LLP, where she concentrates her practice in estate and long-term care planning. She is also a VA accredited attorney. She devotes a significant portion of her practice to assisting clients with eligibility for Veterans and Medicaid benefits. Ms. Donnelson earned her B.S. degree from Indiana University and her J.D. degree from Indiana University, Robert H. McKinney School of Law. She is admitted to practice in the Indiana Supreme and Appellate courts, as well as the U.S. District Court for the Southern and Northern districts of Indiana. She is a member of the national and state chapters of the National Academy of Elder Law Attorneys, ElderCounsel, and the Indiana State Bar Association (Probate, Trust & Real Property and Elder Law sections). (Indianapolis and Fort Wayne locations)
CASEY FUNDAREK is the Medicare Secondary Payer compliance attorney for Sharpline Allocations, Inc. She oversees all Medicare conditional payment matters and Medicare set-aside re-review and amended review defenses, and develops Medicare set-asides, medical cost projections, and zero Medicare set-aside evaluations. Ms. Fundarek guides clients through their Medicare-related issues, helping them understand their liability, use all available defenses, and mitigate future medical exposure for both workers’ compensation and liability claims. She attends claim review and other client meetings to provide strategic insight on the Medicare-related issues. Ms. Fundarek received her B.S. degree from Texas Christian University and her J.D. degree from Valparaiso University School of Law. (Merrillville location)
STEPHEN P. GRIEBEL is the principal at Griebel Law Office LLC, in Churubusco, Indiana. Mr. Griebel practices in the areas of estates and Medicaid planning. He earned his B.A. degree from Indiana University, Bloomington, and his J.D. degree from the University of Michigan in Ann Arbor. He is a member of the Indiana State Bar Association (Elder Law Section) and the Allen County Bar Association (Probate Section). (Fort Wayne location)
REGINA HOLZHAUSEN, JD, CPA, CFP, is vice president and trust manager at GBC Wealth Management. Previously, she was senior vice president and trust director for PNC Bank. She has devoted her practice to trust, estate and guardianship administration in private practice or bank trust departments. Ms. Holzhausen earned her B.S. degree from the University of the State of New York and her J.D. degree from Indiana University Robert H. McKinney School of Law. She is a frequent presenter on estate planning and fiduciary issues. Ms. Holzhausen is a member of the Indiana State Bar Association and the Hancock County Bar Association. (Indianapolis location)
SHIRLEY A. RAMADANI is an attorney with Delaney Delaney & Voorn, Ltd., where she practices in the areas of elder law, probate, guardianship and long-term planning. She is a certified elder law candidate, a member of the Illinois State Bar Association, and has served on the ISBA Military Affairs Committee. Ms. Ramadani received her J.D. degree from Western Michigan University Thomas M. Cooley Law School. She is admitted to both the Illinois and Federal bars. (Merrillville location)
$349 / Each Additional
$339 / New Professional