Help Your Elderly Clients Qualify for Medicaid
Course book included with all formats
Help Your Elderly Clients Qualify for Medicaid
Essential knowledge of Medicaid asset planning strategies is a must-have for all professionals who work with aging and disabled clients and their families. This practical course will give you the knowledge and skills you'll need to help clients protect assets while qualifying for Medicaid and guard against accidental loss of benefits. Register today!
This basic level online seminar on Medicaid planning is designed for attorneys, nursing home administrators, accountants and CPAs, social workers, geriatric care managers, trust officers, estate planners, wealth managers, and paralegals.
including - Ethics: 1.00
This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 6.0 credit hours, of which 1.0 credit hour will apply to legal ethics/professional responsibility credit.Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement.
including - Regulatory Ethics: 1.00 Specialized 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 this course, attendee will be able to:1. Restate key Medicaid eligibility requirements.2. List at least two ways to spend down to qualify for Medicaid.3. Describe how Medicaid qualifying trusts work.4. Explain when a third-party SNT is possible.5. Recall two ways Medicaid applicants can protect their community spouses.6. List at least two crisis planning techniques.7. Distinguish between ethical and unethical behavior.Field(s) of Study -- Regulatory Ethics; Specialized Knowledge.
is an attorney with Bromlow Law PLLC. Ms. Bromlow is a certified elder law attorney. She practices in the areas of estate planning, elder law, special needs planning, probate, trust administration, and guardianship. She is currently actively licensed in California and Texas. Ms. Bromlow enjoys customizing estate plans to her client’s specific needs, values, and priorities. She earned her B.A. degree from St. Louis University and her J.D. degree from Washburn University School of Law.
Clifton Coufal is principal attorney at the Clifton Coufal Law Firm, with locations in Plano, Ft. Worth and throughout Texas. Mr. Coufal primarily focuses on meeting the legal needs of the elderly preparing for long term care facilities including wills, trusts, estate, and legal benefits planning to save money and preserve assets. He is a VA accredited attorney and provides solutions for veterans and veteran widows to qualify for the VA Aid and Attendance (VA pension) program. He earned his B.A. degree from Dallas Baptist University, his M.S. degree from Texas A&M University - Mays Business School, his M.B.A. from Tsinghua University, and his J.D. degree from Duke University School of Law.
Jennifer L. Coulter is a partner at the firm of Townsend Allala, Coulter & Kludt, PLLC. She joined the firm in 2011 immediately after graduating from The University of Texas School of Law, with honors. Ms. Coulter is the current El Paso Probate Bar president, as well as being a member of the National Academy of Elder Law Attorneys. She practices exclusively in the field of elder law, focusing on Medicaid planning, Medicaid estate recovery program avoidance and defense, estate planning, and probate. It is her nursing home Medicaid cases that are her driving passion, though. Ms. Coulter earned her undergraduate degree and J.D. degree from the University of Texas at Austin.
Terry L. Garrett works in elder, estate and special needs planning, guardianship, and probate at The Garrett Law Firm, PLLC, in Austin, Texas. She graduated, with honors, from Cornell University; was on the dean's list at Wharton; earned the Parker Award and a Mellon Fellowship at Columbia University School of Law, and did post-graduate work at Harvard. Ms. Garrett serves on the Board of the Texas chapter of the National Academy of Elder Law Attorneys and the Education Committee of the National Guardianship Association. She presents for the Alzheimer's Association, has taught for the National Alliance on Mental Illness, and is a member of the Estate Planning Council of Central Texas.
Jason R. Hanna is an attorney at Kearney, McWilliams & Davis, PLLC, practicing in litigation, probate, estate planning, and elder law. Mr. Hanna proudly served his nation with distinction in Afghanistan in 2005 and 2006. After separation from active duty in 2008, and with the values and principles he learned during his career in the U.S. Air Force; integrity, service before self, and the pursuit of excellence; he graduated with a 4.0 from Texas State University in San Marcos, Texas. Mr. Hanna later earned his J.D. degree, magna cum laude, from South Texas College of Law. He is a member of the National Academy of Elder Law Attorneys, Texas Chapter; State Bar of Texas, Real Estate, Probate & Trust Law Section; Veterans of Foreign Wars; Texas Bar College; Alzheimer's Impact Movement; and the Alzheimer's Association, Houston & Southeast Texas Chapter. Mr. Hanna is licensed to practice law in Texas, and is based in the Houston, Texas office of Kearney, McWilliams & Davis, PLLC.
Jessica Kludt is an El Paso elder law attorney with Townsend Allala, Coulter & Kludt, PLLC. She serves on the Board of Directors for the APS Silver Star Board and the El Paso Bar Association from El Paso; and was recently appointed treasurer of the Texas Partners of Adult Protective Services Board. Ms. Kludt's practice includes probate, trusts, special needs trusts, and estate planning. She earned her bachelors and J.D. degrees from the University of Texas at Austin.
Brandon L. Mcgee
is the co-owner of the McGee Law Firm. Mr. McGee focuses his practice in state planning, elder law, probate, Medicaid pre-planning, and crisis planning, in addition to LLC creation. He is the only DFW member of the prestigious American Academy of Estate Planning Attorneys. He is also a member of the National Academy of Elder Law Attorneys and the State Bar of Texas. Mr. McGee earned his B.A. degree from Texas Christian University and his J.D. degree from Emory University School of Law.
$379 / Each Additional
$369 / New Professional
Get this course plus 12 months of unlimited CLE with an All Inclusive CLE Pass.
Helping Your Clients Qualify for Medicaid (With Drafting Examples)
Draft Enforceable Estate Planning Documents With These Practical Techniques
Ensure Proper Care for Your Most Vulnerable Clients
Overcoming Difficult Issues in Family Law
Qualifying for Benefits, Drafting Working Care Agreements, Advocating for Clients