Protect Clients' Assets While Ensuring Eligibility
Long-term care becomes a necessity for most elderly clients, and, short of exorbitant LTC insurance and out-of-pocket expenses, the only reasonable option is Medicaid coverage. Help your clients in need of nursing home coverage ensure Medicaid eligibility without losing the family home and leaving loved ones impoverished. Our experienced faculty will explore excluded assets, useful conversion and transfer techniques, and post-eligibility troubleshooting approaches. Build your skills - register today!
Dispel common Medicaid myths and determine whether Medicaid is the right option for your client.
Get an update on the current Medicaid eligibility categories and requirements.
Come away with a list of excluded assets and ways to maximize the use of the exclusions.
Clarify how the lookback requirement works in daily practice and what often triggers penalty periods.
Tackle post-eligibility issues like sudden windfall and estate recovery.
Who Should Attend
This legal course is designed for attorneys. Accountants, estate and financial planners, nursing home administrators, investment advisers, continued care managers, and paralegals will also benefit.
Medicaid Planning Overview: Myths vs. Reality
Income Eligibility and MMNA for the Community Spouse
Transfer Eligibility and the Lookback Period
Annuities and Trusts in Medicaid Planning: What Helps and What Actually Ruins Eligibility
Regulatory Ethics: 1.00Specialized Knowledge: 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 a Basic level program presented in a group internet-based setting. No advanced preparation or prerequisites are required.Upon completion of the course, attendees will be able to:1. Recall Medicaid nursing home eligibility criteria.2. List at least two types of excluded assets.3. Explain why timing of transfers is so important.Field(s) of Study -- Specialized Knowledge; Regulatory Ethics.
Catherine E Lenert is an attorney with Mickey, Wilson, Weiler, Renzi, Lenert & Julian, P.C. where she focuses her practice in elder law, estate planning, guardianship, special needs planning, municipal law, and school law. Ms. Lenert is a member of the Illinois State Bar Association. Ms. Lenert earned her B.A. degree, magna cum laude, from University of Illinois at Urbana-Champaign; and her J.D. degree, with honors, from Chicago-Kent College of Law.
Michael W Nalli is a sole practitioner with Nalli, Elias & Associates, P.C., concentrating his law practice in the areas of estate planning, estate administration and related tax matters, elder law, guardianship, and real estate. He is a member of the Beaver County Bar Association (Mock Trial Committee), the Pennsylvania Bar Association, and the National Academy of Elder Law Attorneys. Mr. Nalli earned his B.A. degree, summa cum laude, from Geneva College and his J.D. degree from Duquesne University.
Jacqueline M Reardon is the principal attorney of the Windsor, Connecticut law office of Jacqueline Reardon Attorney. Since 1990, Ms. Reardon’s practice areas have included estate planning, special needs planning, probate, elder law, and conservatorships. She is a member of the National Association of Elder Law Attorneys (NAELA), the American Bar Association, and a member of PLAN of Connecticut. Ms. Reardon earned her B.A. degree, magna cum laude, at Stonehill College; and her J.D. degree, cum laude, at Suffolk University Law School.
Debby Rosenfeld is an attorney with Ronald Fatoullah & Associates, where she practices in the areas of elder law, estate planning, and real estate. Ms. Rosenfeld is admitted to practice in New York. She lectures as well as writes articles on various elder law issues for both attorneys and laypeople. Ms. Rosenfeld earned her B.A. degree from Barnard College of Columbia University and her J.D. degree from New York University School of Law. She is a member of the New York State and Nassau County bar associations.
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