Hotel Indigo Athens Downtown - Univ Area
500 College Avenue
Athens, GA 30601
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 program is approved for 6.0 hours of continuing legal education credit with the Commission on Continuing Lawyer Competency of the State Bar of Georgia, which includes 1.0 hour of 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.
DENNISE L. GRAYSON is an attorney at the Law Offices of Dennise L. Grayson, LLC, in Oconee County, Georgia. A frequent presenter on elder law topics, she focuses her practice on elder law, probate matters, and special needs planning. She is also accredited to represent veterans or their surviving spouses before the United States Department of Veterans Affairs. Ms. Grayson assists her clients by drafting estate planning documents such as wills and trusts, powers of attorney, health care directives, and special needs trusts; representing families in guardianships and conservatorships; and assisting with life care plans to help clients (or their parents) age in place and maintain quality independent living. She assists clients with planning for long-term care expenses, applications for Medicaid and veterans benefits, probate matters, and estate administration. Ms. Grayson is a member of the National Academy of Elder Law Attorneys (NAELA) and served on the Board of Directors for the Georgia Chapter of NAELA. She is licensed to practice law in four states: Florida, Georgia, Connecticut and Arizona. She earned her B.S. degree from Jacksonville University and her J.D. degree from Florida Coastal School of Law.
LINDA S. PACER is the principal of Pacer Law LLC, where she provides advocacy, advice and answers for aging individuals and their families, as well as estate planning. Her practice focuses on wills, trusts, powers of attorney, advance directives for health care, assisted living/nursing home issues, guardianships and conservatorships, and Medicaid planning. Ms. Pacer also represents elderly victims of financial abuse in securities arbitration and mediation proceedings before FINRA and has successfully done so for over 25 years. She is a member of the State Bar of Georgia, the National Academy of Elder Law Attorneys, WealthCounsel and the Atlanta Bar Association. Ms. Pacer is the immediate past chair and current board member of the Atlanta Bar Association's Elder Law Section and also a board member of the Estate Planning and Probate Section. She earned her B.A. degree, summa cum laude, in history and French from Daemen College in Amherst, New York; and her M.A. and Ph.D. degrees in history from the State University of New York at Buffalo. Ms. Pacer earned her J.D. degree from the University of Pennsylvania Law School where she took several courses in conjunction with the Wharton School. She is admitted to practice before all Georgia state courts, the United States District Court for the Northern District of Georgia, and the Eleventh Circuit Court of Appeals. In addition, she is accredited to represent clients before the Veterans Administration. Ms. Pacer is also a member of the New York State Bar Association.
DIANE WEINBERG is of counsel with the law firm of Morgan & DiSalvo, P.C., where she specializes in assisting families with medical, financial and housing-related legal challenges that often accompany aging and disability. She offers solutions to clients in the elder law area, including Medicaid and disability planning, veterans benefits counseling, Social Security issues, guardianships and conservatorships, and special needs trusts. Ms. Weinberg is a member of the Academy of Special Needs Planners, the National Academy of Elder Law Attorneys, and the Atlanta Bar Association. She earned her B.A. degree at the University of Pennsylvania and her J.D. degree from Emory University School of Law.
$339 / Each Additional
$329 / New Professional