Wills, Trusts, Powers of Attorney and Medicaid Planning 101
Course book included with all formats
Wills, Trusts, Powers of Attorney and Medicaid Planning 101
Individuals without a plan in place for incapacity, death or nursing home care will often see their wishes unfulfilled and their assets at the mercy of creditors. You have the power to prevent this. This program will show you when and how to use different estate planning tools to accomplish your clients' goals. Build a solid foundation for a successful estate planning practice - register today!
Session Time: 1:00 PM - 3:15 PM Eastern
Break: 2:00 PM - 2:15 PM Eastern
Presenter: James L. Koewler Jr.
This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for up to 2.0 self-study CLE credit hours, including 0.0 hour of attorney professional conduct instruction. No more than 12.0 hours of approved self-study CLE credit may be earned for a biennial reporting period.
JAMES L. KOEWLER JR. is the founder of The Koewler Law Firm, where his main areas of practice include elder law, special needs and Medicaid planning, and Veterans disability. He is a member of the Ohio State, American, Cleveland Metropolitan, and Akron bar associations. Mr. Koewler is a member of the National Academy of Elder Law Attorneys. He earned his B.S. degree from Purdue University and his J.D. degree from Indiana University.
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Eau Claire, WI 54702
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Get this course plus 12 months of unlimited CLE with an NBI OnDemand CLE Pass.
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What's Allowable, What's Not, and How to Optimize the Gray Area
Take a Guided Tour of the Tax Forms and Their Use in the Context of Probate
Navigate the Key Tasks and Tools of Estate Administration
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