Hilton Garden Inn Providence
220 India Street
Providence, RI 02903
Behavioral Ethics: 1.00
Administrative Practice: 6.00
Course book included with all formats
Give Your Elderly Clients Sound Legal Advice
Planning for long-term care is rapidly becoming the single largest expense elderly clients can expect. In this engaging legal course, experienced attorney faculty will evaluate various LTC funding options and help you navigate Medicaid eligibility planning as well as family caregiver agreements. Enhance your elder law expertise - register today!
This intermediate level course is designed for elder law and estate planning attorneys. It will also benefit accountants, nursing home administrators, trust officers, accountants, social workers, geriatric care managers, and other professionals working with elder clients on planning issues.
including - Ethics: 1.00
NBI is an accredited sponsor with the Rhode Island MCLE Commission. This program is approved for 7.0 hours of CLE credit in Rhode Island, including 1.0 of ethics.
including - Behavioral Ethics: 1.00 Administrative Practice: 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 an Intermediate level program presented in a group live setting. Accountants should have a basic understanding of long-term care planning. No advanced preparation is required. Upon completion of this course, attendee will be able to: 1. List at least two sources of long-term care funding. 2. Restate basic Medicaid eligibility criteria. 3. Explain what the look-back period is. 4. List at least three specific tasks that caregiver agreements should address. 5. Recall two criteria for selecting the right fiduciary. 6. Distinguish between ethical and unethical practices. Field(s) of Study -- Administrative Practice; Behavioral Ethics.
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. List at least two sources of long-term care funding. 2. Restate basic Medicaid eligibility criteria. 3. Explain what the look-back period is. 4. List at lest three specific tasks that caregiver agreements should address. 5. Recall two criteria for selecting the right fiduciary. 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.
GENE M. CARLINO is a partner with Pannone Lopes Devereaux & O'Gara LLC, where he has more than 25 years of experience in all areas of estate and tax planning and administration, Medicaid planning, probate administration and trust litigation. His practice includes advising and advocating for clients in all matters involving federal and state taxation, including representing individuals before the Internal Revenue Service in contested assessments during the examination phase, before the Appeals Division, and at trial in the U.S. Tax Court, the U.S. Court of Federal Claims, and the Federal District Court. Mr. Carlino is licensed to practice in Rhode Island, Massachusetts and Florida, and also admitted to the U.S. Tax Court, U.S. Court of Federal Claims, the Federal District Court of Rhode Island and the U.S. District Court for the Southern District of Florida. He earned his J.D. degree from Boston University School of Law, his LL.M. degree in taxation from New York University School of Law and his B.S. degree, magna cum laude, in accountancy from Providence College.
PATTY ALLISON FAIRWEATHER is an attorney and mediator. She is admitted to practice law in Rhode Island, Connecticut and in the District of Columbia. She is a member of the Academy of Professional Family Mediators and the Rhode Island Mediators Association. She mediates family, health care and elder care disputes. She serves on the boards of Tides Family Services and the YMCA of Cranston, Rhode Island. She is also the author of State Supreme Court Chief Justices' Views: Liberty/Security and The GWOT: Delicately Balancing Liberty/Security Measures to Reduce Terror, Respect Human Dignity and Promote a More Perfect Union (Lambert Academic Publishing). She earned her B.A. degree from Rhode Island College, her J.D. degree from Boston College Law School, and her M.A. degree from the Naval Postgraduate School in Monterey, California.
MACRINA G. HJERPE is a partner in the law firm of Chace Ruttenberg & Freedman, LLP, where her practice centers in the areas of estate planning, elder law, Medicaid planning, guardianships, probate and estate administration, trust administration and special needs trusts. For much of her career, Ms. Hjerpe has provided sophisticated tax and estate planning to a wide range of high net worth clients. She earned her B.A. degree, magna cum laude, from the College of the Holy Cross; her J.D. degree from the University of Notre Dame; and her LL.M. degree in taxation from the Boston University School of Law. Ms. Hjerpe is an accredited attorney with the United States Veterans Administration and is a sought-after speaker who frequently lectures on estate planning, Medicaid planning, trust administration, ethics in estate planning, probate and elder law. She is a member of the Rhode Island Bar Association, National Association of Elder Law Attorneys, Massachusetts Association of Elder Law Attorneys, charter member of ElderCounsel, member of WealthCounsel, and the Estate Planning Council of Rhode Island.
MATTHEW J. LEONARD is counsel at Salter McGowan Sylvia & Leonard, Inc., where he has devoted his practice to handling the legal needs of individuals and their business interests through all stages of life, from basic to sophisticated estate planning, elder law, Medicaid planning, probate, trust and estate administration, real estate, business transactions, business creation and related litigation. Mr. Leonard appears in probate and superior courts representing executors, administrators, guardians, trustees and beneficiaries. He appears before the Rhode Island Department of Human Services in support of client Medicaid applications. He is a frequent author and lecturer on various topics such as advanced estate planning, Medicaid planning, buying or selling a business and the probate process. Mr. Leonard earned his B.S. degree from Providence College and his J.D. degree from Roger Williams University School of Law. He is admitted to practice in Rhode Island, Massachusetts and Florida, as well as the federal courts of Rhode Island, Massachusetts and Connecticut. He is a member of the Rhode Island and Massachusetts bar associations and The Florida Bar.
$389 / Each Additional