Course book included with all formats
Stay on the Cutting Edge of Medicaid Practice
For your aging clients, looking to find affordable assisted care has become a top priority. This program will walk you through the most current and effective Medicaid planning to aid your clients. Our faculty will address excluded assets, income eligibility, qualifying transfer techniques, estate recovery rules and more. Register today!
This is a rebroadcast of the original webcast delivered by Sarah J. Barnes and Thomas J. Murphy on March 28, 2019. Faculty will be available to answer your questions after the program.
This program is designed for attorneys. Nursing home administrators, paralegals, accountants and CPAs, estate and financial planners, investment advisers, and geriatric care managers will also benefit from attending.
10:00 am to 5:00 pm Eastern Standard Time
including - Ethics: 1.00
The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 6.0 hours toward your annual CLE requirement for the State of Arizona, including 1.0 hour of professional responsibility.
The Arizona State Board of Accountancy does not approve or accredit CPE activities for the Mandatory Continuing Professional Education requirement. This activity is designed to qualify for 7.0 hours of CPE credit for accountants toward their CPE requirement for the state of Arizona.
This is a Basic to Intermediate level program presented in a group internet-based setting. Accountants should have a basic understanding of Medicaid planning. No advanced preparation is required. Upon completion of this course, attendees should be able to: 1. Explain why the timing of Medicaid-qualifying transfer is so important. 2. Explain how MAGI is calculated. 3. Recall Medicaid estate recovery rules.
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, attendees should be able to: 1. Explain why the timing of Medicaid-qualifying transfer is so important. 2. Explain how MAGI is calculated. 3. Recall Medicaid estate recovery rules.
SARAH J. BARNES is an attorney and trust officer with the Bank of Sun Prairie in Sun Prairie, Wisconsin, where she handles all types of trust and estate administration matters. Ms. Barnes also deals with tax related matters. She previously was in private practice where she practiced in the areas of estate planning, probate, elder law, and frequently served as a court appointed guardian ad litem in guardianship matters. Ms. Barnes earned her B.A. degree from Edgewood College and her J.D. degree from Marquette University Law School. Her professional memberships includes the State Bar of Wisconsin, Dane and Sauk County bar associations, Legal Association of Women, and the Madison Estate Planning Council. Ms. Barnes is admitted to practice in Wisconsin.
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 before the U.S. Tax Court, the Arizona Tax Court, and the Arizona Board of Tax Appeals. He has represented clients before all levels of the Internal Revenue Service and the Arizona Department of Revenue. Mr. Murphy 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 has served on numerous state and county bar association committees, and was selected as the state bar representative to the Arizona Supreme Court's Committee on Reform of Lower Jurisdiction Courts. Mr. Murphy has testified as an expert witness in cases before the Maricopa County Probate Court regarding probate practices in Arizona. He serves on the Advisory Board of the Phoenix Tax Workshop and the Editorial Board of NAELA News. Mr. Murphy has been published in many national, state and local professional journals, writing on a wide variety of legal and tax matters. His articles on the impact of the new HIPAA regulations on health care powers of attorney and related documents have garnered him wide recognition as one of the nation's foremost authorities in this field, and he has been invited to speak before many organizations. Mr. Murphy graduated from Tufts University, with honors, and he earned his J.D. degree from Suffolk University Law School.
$329 / Each Additional