SpringHill Suites by Marriott Lansing
111 South Market Place Boulevard
Lansing, MI 48917
Behavioral Ethics: 1.00
Specialized Knowledge: 6.00
Course book included with all formats
Stay on the Cutting Edge of Medicaid Practice
Skyrocketing health and long-term care costs are putting added pressure on your aging clients to find a way to afford assisted care. This focused course is dedicated to helping you offer the most current and effective Medicaid planning. Get detailed instruction on fulfilling all four eligibility criteria, with special focus on excluded assets, qualifying transfer techniques, and estate recovery rules. Register today!
This basic level seminar will give you all the information you'll need to qualify clients for Medicaid and is designed for:
including - Behavioral 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 live setting. No advanced preparation or prerequisites are required. Upon completion of this course, attendee will be able to: 1. Determine when a client is eligible for Medicaid. 2. List at least four types of excluded assets for purposes of Medicaid eligibility. 3. Explain how MAGI is calculated. 4. Explain why the timing of Medicaid-qualifying transfer is so important. 5. List major steps involved in applying for Medicaid. 6. Distinguish between ethical and unethical practices. 7. Recall Medicaid estate recovery rules. Field(s) of Study -- Behavioral Ethics; Specialized Knowledge.
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. Determine when a client is eligible for Medicaid. 2. List at least four types of excluded assets for purposes of Medicaid eligibility. 3. Explain how MAGI is calculated. 4. Explain why the timing of Medicaid-qualifying transfer is so important. 5. List major steps involved in applying for Medicaid. 6. Distinguish between ethical and unethical practices. 7. Recall Medicaid estate recovery rules.
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.
ROBERT J. LONGSTREET is the owner of Longstreet Elder Law & Estate Planning, P.C. in Hastings, Michigan. Mr. Longstreet focuses his efforts in all areas related to elder law, including Medicaid, nursing home, and estate planning issues. He regularly presents seminars and publishes updates regarding Medicaid and long-term care issues. Mr. Longstreet is a graduate of Alma College and Wayne State University School of Law. He is a member of the National Academy of Elder Law Attorneys, the State Bar of Michigan (member, Elder Law and Disability Rights Section), and the Barry County Bar Association.
SARAH OSTAHOWSKI is the founding attorney of Sarah's Law Firm; where she focuses her practice in the areas of estate and Medicaid planning. In nine years, Ms. Ostahowski built a practice employing three associate attorneys and eight team members. She has branched out to three locations. Ms. Ostahowski earned her B.A. degree from Alma College and her J.D. degree from Thomas A. Cooley Law School.
NICHOLAS J. RYAN is an attorney with Dellenbusch & Ryan, PLC, where he focuses his practice in elder law, estate planning, long-term care planning, disability planning, guardianship and conservatorship, mediation, trust administration, and probate. Mr. Ryan earned his B.A. degree from Boston College and his J.D. degree from Notre Dame Law School. He is a member of the State Bar of Michigan and the Grand Rapids Bar Association.
BRADLEY A. VAUTER is the principal of the law firm of Bradley A. Vauter & Associates, P.C., in Grand Ledge, where he practices in the areas of elder law, estate planning, guardianship, probate law, corporate law, and nonprofit corporate law. Mr. Vauter is a member of the State Bar of Michigan and admitted to the Eastern and Western (Federal) District courts of Michigan. He is certified as a mediator under the Michigan Court Rules (MCR 2.411) and offers mediation services, and is a notary public. Mr. Vauter is a member of the Ingham County Bar Association, and also served as a G.A.L. or attorney with the Eaton County Probate Court. He earned his B.A. degree, cum laude, from Lake Superior State University; and his J.D. degree from Detroit College of Law, now the Michigan State University College of Law.
$339 / Each Additional
$329 / New Professional