Make Certain Your Clients' Long-Term Needs Are Met
including -
Regulatory Ethics: 1.00
Specialized Knowledge: 6.00
Course book included with all formats
Make Certain Your Clients' Long-Term Needs Are Met
The requirements for Medicaid eligibility are strict, and protective planning is tricky. How does your understanding of Medicaid planning stack up? Join us at this focused program to get the answers you need about this complex area of practice. Register today!
This is a rebroadcast of the original webcast delivered by Avery J. Mayne & Thomas J. Murphy on June 25, 2020. Faculty will be available to answer your questions after the program.
This legal briefing addresses key questions involved in elder planning and is designed for attorneys. It will also benefit accountants, estate planners, life care planners, and paralegals.
10:00 am to 5:00 pm Eastern Standard Time
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 an Intermediate level program presented in a group internet-based setting. Accountants should have a basic understanding of Medicaid eligibility and how it affects their clients. No advanced preparation is required.Upon completion of this course, attendees should be able to: 1. Recall the lookback requirement built into Medicaid eligibility. 2. List three types of exempt assets. 3. Explain how irrevocable trusts fit into Medicaid planning. 4. Distinguish between ethical and unethical practices. 5. Define "penalty period for improper transfers."Field(s) of Study -- Regulatory Ethics; Specialized Knowledge.
AVERY J. MAYNE is an attorney with Walny Legal Group LLC, where she concentrates her practice on family law, elder law and estate planning; and works with clients to resolve a variety of legal concerns pertaining to divorce, adult guardianships and special needs planning. She also focuses on public benefit planning, including Medicaid (Title XIX) asset planning and planning for individuals with long-term care needs. Ms. Mayne is a certified mediator and a certified adult guardian ad litem. She is a member of the Association for Women Lawyers, the Collaborative Family Law Council of Wisconsin, and she sits as the co-chair of the Milwaukee Bar Association’s Alternative Dispute Resolution Section. Ms. Mayne earned her B.A. degree, with honors, from the University of Missouri; and her J.D. degree from Marquette University Law School, along with a certificate in alternative dispute resolution.
THOMAS J. MURPHY is an attorney located in the Ahwatukee area of Phoenix. His practice emphasizes estate planning, elder law (including nursing home issues), all probate matters (including contested matters and guardianships), and tax controversies. Mr. Murphy has regularly appeared before the Arizona Court of Appeals, litigating many of the cutting-edge appellate cases in probate law and has successfully litigated cases in the U.S. Tax Court, the Arizona Tax Court, and the Arizona Board of Tax Appeals. He is a member of the National Academy of Elder Law Attorneys, the State Bar of Arizona (Tax Law, Probate and Trust Law, Mental Health, and Elder Law sections), and the Arizona Medicaid Planning Council. He serves on the Advisory Board of the Phoenix Tax Workshop and the Editorial Board of NAELA News. Mr. Murphy graduated from Tufts University, with honors, and he earned his J.D. degree from Suffolk University Law School.
National Business Institute
PO Box 3067
Eau Claire, WI 54702
Get this course plus 12 months of unlimited CLE with an NBI Live CLE Pass.
Only $999
