Hilton Garden Inn Columbia/Harbison
434 Columbiana Drive
Columbia, SC 29212
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: 1.00
This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 6.0 hours, of which 1.0 hour relates to ethical considerations.
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. Certified Financial Planner Board of Standards Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP® certification mark (with plaque design) logo and the CFP® certification mark (with flame design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's 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.
SARAH L. CLINGMAN is the founder of Clingman Law Firm, LLC, where she focuses her practice in the areas of estate and disability planning; special needs and long-term care planning; and guardianship, conservatorship, estate and other judicial protective proceedings. She is a certified elder law attorney (CELA), as certified by the National Elder Law Foundation. Ms. Clingman also is a certified circuit court mediator. She serves on the Board of Directors of the SC NAELA Chapter and is a charter member of the Academy of Special Needs Planners. She is also a member of the Elder Law Committee and Probate, Estate and Trust sections of the South Carolina Bar and the Maryland State Bar Association, and served on the SC Probate Code Revision Subcommittee of the PET Section. Ms. Clingman is admitted to practice before the Supreme Court of South Carolina, the Court of Appeals of Maryland, the U.S. Federal District courts for the districts of South Carolina and Maryland, the U.S. Federal Court of Appeals for the Fourth Circuit and the U.S. Supreme Court. She is a member of the American, Maryland State, Richland and Lexington County bar associations, as well as the South Carolina Women Lawyers Association. Ms. Clingman is an active volunteer for the South Carolina Bar Pro Bono Program and serves as counsel to several non-profit organizations serving the elderly and disabled. She earned her B.A. degree from Columbia and her J.D. degree from the University of South Carolina School of Law.
LINDA F. KNAPP is the sole practitioner with Knapp Law Firm, PC, in Barnwell, South Carolina, where she focuses her practice on estate planning and elder law, disability and special needs law, asset preservation and long-term care planning, wills, trusts, and prenuptial agreements. Admitted to the U.S. District Court and a certified Veterans Affairs attorney, Ms. Knapp is a member of the National Academy of Elder Law Attorneys (NAELA) and the National Organization of Social Security Claimants' Representatives (NOSSCR). She is also a member of Elder Law Answers and was selected by her peers to membership in National Advocates Top 100 Attorneys. Ms. Knapp is a former president of the SC Bar Solo Attorney Council. She earned her B.A. degree from Youngstown State University and her J.D. degree from the University of South Carolina School of Law.
BENJAMIN J. POWELL is Medicaid eligibility and collection counsel at SavaSeniorCare Consulting LLC. SavaSeniorCare LLC, through affiliated entities, operates nursing facilities in 20 states. Mr. Powell concentrates his practice in the areas of Medicaid eligibility and reimbursement, probate, and collections. He is admitted to practice in South Carolina; the U.S. District Court, District of South Carolina; Texas; and the United States Virgin Islands. He is a member of the South Carolina Bar, State Bar of Texas, United States Virgin Islands Bar Association, and American Health Lawyers Association. Mr. Powell earned his B.A. degree from the University of South Carolina and his J.D. degree from the University of South Carolina School of Law.
$339 / Each Additional
$329 / New Professional