SpringHill Suites Pittsburgh Southside Works
2950 South Water Street
Pittsburgh, PA 15203
CPE for Accountants
CPE for Accountants/NASBA - 14.00
Veterans Affairs CLE - 1.00
Course book included with all formats
Everything You Need to Know to Represent Elderly Clients
Rising medical costs, health insurance changes, looming Social Security Fund depletion and baby boomers' retirement have intensified concerns over long-term care funding. Are you doing everything you can to help each client develop a comprehensive plan to ensure proper quality of life in the golden years? Join our expert faculty for two days of intensive study on planning and coordinating government benefits, and emerge better prepared to face the challenges of today's Medicaid and elder law practice. Register today!
This basic-to-intermediate level, two-day seminar is designed for:
Includes - Ethics - 1.20
This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 14.40 hours of total CLE credit. Of these, 1.20 qualify as hours of credit for ethics/professionalism.
Includes - Ethics - 1.00 Areas of Professional Practice - 13.00
This course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for a maximum of 14.0 credit hours. 13.0 hours can be applied to the Areas of Professional Practice requirement and 1.0 hour can be applied toward the ethics and professionalism requirement. This live format program is appropriate for newly admitted and experienced attorneys.
Includes - Ethics - 1.00
This program has been approved by the Pennsylvania Continuing Legal Education Board for a total of 12.0 hours, including 11.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse CLE credit.
CPE for Accountants
CPE for Accountants/NASBA - 14.00 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 14.0 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint and refund, please contact our offices at (800) 930-6182.
This is a Basic to Intermediate level program presented in a group live setting. Upon completion of this course, attendees should be able to: 1. List two sources of long-term care funding. 2. List at least two tax concerns disabled beneficiaries have to consider. 3. Explain the functions of Powers of Attorney and their legal requirements. 4. Recall two key factors clients must consider when planning for future medical decisions. 5. Recall medical and financial Medicaid eligibility criteria. 6. Explain "spenddown" and list at least three spenddown options. 7. List key elements of the Medicaid application. 8. Describe the procedure of obtaining VA benefits. 9. Explain the main function of a special needs trust. 10. List at least two post-eligibility problems. 11. Describe how Medicaid interacts with other benefits. 12. Recall how to properly report elder abuse. 13. Distinguish between ethical and unethical behaviors.
Veterans Affairs CLE - 1.00
This course meets the requirements for qualifying CLE credit through the U.S. Department of Veterans Affairs as set out in 38 CFR Section 14.629, in the amount of 1.0 hours.
AMY ACHESON has been in practice for more than 25 years, where she concentrates on estate planning and administration, trusts, and elder law matters, as well as business contracts, business succession planning, and commercial real estate. She is admitted to the Pennsylvania Bar Association, the U.S. District Court for the Western District of Pennsylvania, and the U.S. Courts of Appeals for the Third, Fourth and Tenth circuits. Ms. Acheson resides in Pittsburgh, and is an active member of the Allegheny County Bar Association and the Bar Foundation. She is currently a member of the Editorial Board of the National Academy of Elder Law Attorneys’ NAELA News. Ms. Acheson practiced civil and business law at Reed Smith Shaw & McClay in Pittsburgh, until 1995, when she left Reed Smith to begin her private practice. In past years, she also concurrently served as counsel for other Pittsburgh law firms such as Ogg Cordes Murphy & Ignelzi, and Hull McGuire PC. Ms. Acheson also has served on the Board of Directors of Presbyterian Seniorcare Network, Inc.; and is a past officer and member of the board of Shadyside Presbyterian Church Deacons, Shadyside Presbyterian Church Nursery School, The Woodwell, the Red Cross RSVP, and PLEA. Ms. Acheson earned a B.A. degree in economics from Haverford College. She earned her J.D. degree, cum laude, from the University of South Carolina, where she was elected a member of South Carolina Law Review, the Order of the Coif, and the Order of the Wig and Robe (the South Carolina legal honor society).
COLLEEN D. BRATKOVICH is an attorney at Zacharia Brown, and practices in the areas of Medicaid planning and eligibility, veterans benefits, and related estate planning and estate administration issues. She is admitted to practice law in the Commonwealth of Pennsylvania and before the Pennsylvania Supreme Court. Ms. Bratkovich is also accredited by the Veterans Administration to represent veterans in their claims before the department. She earned her undergraduate degree from Pennsylvania State University; and her law degree from Duquesne University, where she was a member of the Women's Law Association, a student member of the Pennsylvania Bar Association, a member of Phi Alpha Delta law fraternity, and the recipient of the 2006 CALI award for excellence in the area of estates and trusts. Ms. Bratkovich is a member of NAELA and PAELA.
JAMES R. FENCHEL II is the managing partner of Fenchel Law Offices, a firm with locations in both Allegheny and Beaver counties. The firm is a general practice firm with a strong focus on elder law issues. Mr. Fenchel's practice includes estate planning, estate administration, incapacity work, and Medicaid planning. The firm also is one of the few in western Pennsylvania which employs a geriatric care manager as part of their staff. Mr. Fenchel is a member of NAELA and has lectured numerous times on elder law issues. He graduated, magna cum laude, from Washington & Jefferson College; and earned his J.D. degree from the University of Pittsburgh School of Law.
RUSSELL W. GERNEY is a sole practitioner with offices in both Wheeling, West Virginia and Toledo, Ohio. Mr. Gerney focuses his practice on Social Security disability law. He is a member of the Pennsylvania Association for Justice and the Ohio Association for Justice. Mr. Gerney is licensed to practice in Ohio and Pennsylvania, as well as before the U.S. Supreme Court. He earned his B.A. degree from the University of Pittsburgh at Johnstown and his J.D. degree from Duquesne University.
SUSAN V. MASON is an attorney at First Review, Inc., and is licensed to practice law in Pennsylvania and Ohio. Her legal work for 20+ years has focused on workers’ compensation litigation. For the last 15 years, she has also concentrated her practice in the evolving field of Medicare set-asides and compliance with the Medicare Secondary Payer Statute. She is a certified Medicare set-aside consultant (MSCC). Ms. Mason has litigated hundreds of workers’ compensation cases from trial to appeal. Her clients have included international and national employers, insurance carriers, and third-party administrators. She also provides Medicare compliance consulting, Medicare set-aside allocation reports, submissions to CMS, and Conditional Payment search and negotiations for employers, employees and both plaintiff and defense attorneys across the country when the Medicare Secondary Payer Act (MSP) applies to a settlement as a result of a claimant’s age, Social Security entitlement, or the value of the settlement. Ms. Mason is a graduate of Chatham University and the Widener University School of Law. She is a member of the Allegheny County Bar Association, the Pennsylvania Bar Association, and is an active member of the National Alliance of Medicare Set-Aside Professionals (NAMSAP).
ERROL S. MILLER is a sole practitioner in Pittsburgh, Pennsylvania, where he practices in the areas of elder law, real estate, estate planning and personal injury. He is a frequent lecturer on his areas of practice for various professional groups and organizations. Mr. Miller has lectured for National Business Institute on "Advanced Issues of Elder Law" and "A Practical Guide to Estate Administration." He earned his A.B. degree from Dartmouth College and his J.D. degree from Harvard University Law School. Mr. Miller is a member of the Allegheny County Bar Association.
COLIN A. MORGAN is an attorney with Julian Gray Associates, where he assists clients in all phases of the long-term care planning process. This includes Medicaid eligibility, veterans benefits planning and traditional estate planning, all with an emphasis on issues specific to aging clients, as well as younger clients with disabilities. In addition, Mr. Morgan assists families planning for children with special needs, including transitioning to adulthood, as well as planning for litigation proceeds of injury victims who need to maintain important government benefits such as SSI and Medicaid. He is a frequent speaker on various elder law topics for the Community College of Allegheny County, and for healthcare professional education seminars and for community groups. Mr. Morgan earned his B.A. degree from Allegheny College, Meadville, Pennsylvania; followed by earning his J.D. degree from Duquesne University School of Law, Pittsburgh, Pennsylvania.
$565 / Each Additional