Holiday Inn Omaha Downtown-Airport
1420 Cuming Street
Omaha, NE 68102
Regulatory Ethics: 1.00
Specialized Knowledge: 4.00
Course book included with all formats
Everything You Need to Know to Represent Elderly Clients
Rising medical costs, health insurance changes, looming Social Security Fund depletion and baby boomers' retirement have intensified concerns over long-term care funding. Are you doing everything you can to help each client develop a comprehensive plan to ensure proper quality of life in the golden years? Join our expert faculty for a day of intensive study on planning and coordinating government benefits, and emerge better prepared to face the challenges of today's Medicaid and elder law practice. Register today!
This intermediate level seminar is designed for:
including - Ethics: 1.00
NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 6.0 CLE credits, including 1.0 hour of professional responsibility credit.
including - Regulatory Ethics: 1.00 Taxes: 2.00 Specialized Knowledge: 4.00
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 an Intermediate level program presented in a group live setting. Accountants should have a basic understanding of elder law and Medicaid planning. No advanced preparation is required. Upon completion of this course, attendees should be able to: 1. Explain the functions of Powers of Attorney and their legal requirements. 2. Recall two key factors clients must consider when planning for future medical decisions. 3. Recall Medicaid eligibility resource criteria. 4. Explain "Half a Loaf" planning. 5. Explain the main function of a special needs trust. 6. Distinguish between ethical and unethical behaviors. Field(s) of Study -- Specialized Knowledge; Regulatory Ethics; Taxes.
MARK GUILLIATT, CFP, CLU, ChFC, CASL, is founder of NebraskaElderPlanning.com, which is dedicated to assisting clients navigate the often difficult process of Medicaid planning. His expertise has been developed through more than 20 years of financial services experience. Mr. Guilliatt has also gained significant knowledge about the industry by completing several industry designations. His educational background includes a bachelor's degree from Wartburg College and a master's degree of financial services from the Institute of Business and Finance. He has also completed the Chartered Financial Consultant program (ChFC) and is a Certified Financial Planner professional (CFP). Most recently, he has completed American College's Chartered Advisor for Senior Living (CASL). Mr. Guilliatt shares his knowledge and experience on a regular basis as an adjunct professor at Midland University, through a variety of public speaking engagements, and through continuing educational programs.
JOHN N. MASSIH is an elder law, estate and special needs planning, and real estate attorney with a multi-state practice that serves clients in Nebraska, Connecticut, and New York. He is the founder of Massih Law, LLC, and he lectures on elder law, estate planning, and real estate law. Mr. Massih has been recognized by his peers as a Rising Star in the Connecticut Super Lawyers listings in 2016, 2017, and 2018. He is also a current member of the National Academy of Elder Law Attorneys (NAELA). He received his J.D. degree, with distinction, from the University of Nebraska Lincoln College of Law and his M.B.A. degree from Creighton University.
MARY L. WILSON is an attorney at Buford Law Office, in Omaha, where she practices in the area of aging law. She serves as an attorney for Aging Partners. Ms. Wilson is the first Nebraskan attorney inducted into the National Elder Rights Hall of Fame. She is chair of the Elder Law Section. Ms. Wilson taught law and aging for 12 years at the University of Omaha, Nebraska, and is currently teaching at Creighton University School of Law. She earned her B.A. degree from Wayne State College and her J.D. degree from Creighton University School of Law. Ms. Wilson is a member of the Nebraska State and American bar associations.