Key Provisions, Beneficiary Designations, and More
There's much confusion about how trusts and retirement assets affect Medicaid eligibility. Can a trust help? Is an IRA a countable asset? Will an RMD trigger the penalty period? This practical legal course seeks to clarify uncertainties and offer you actionable planning tactics. Register today!
Assess the value of using ABLE accounts instead of (or in conjunction with) Medicaid trusts.
Stay within attorney ethics bounds with a compliance guide tailored to the needs of the practice.
Account for IRAs and social security retirement benefits in Medicaid eligibility plans.
Learn how to prevent common estate planning tactics from jeopardizing Medicaid eligibility.
Determine when a trust is needed and which structure best suits the situation.
Who Should Attend
This legal guide is designed for attorneys. It will also benefit accountants, trustees, account custodians, and paralegals.
Client Intake, Asset Valuation, and Determining the Overall Strategy
Regulatory Ethics: 1.00Specialized 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 trust and retirement assets. No advanced preparation is required.Upon completion of this course, attendees should be able to: 1. Restate current Medicaid eligibility requirements. 2. Recall at least one recent IRA rules change. 3. Explain what an ABLE account is.Field(s) of Study -- Specialized Knowledge; Regulatory Ethics.
DAVID L. BINDRUP is the managing partner at David Bindrup Law Firm PLLC, where he oversees a team of attorneys and CPAs. He practices solely in the areas of estate planning, business planning, asset protection, and probate and has three Nevada offices; and he is also a certified public accountant licensed in California and Nevada. Mr. Bindrup uses his considerable experience in the planning and implementation of sophisticated, state-of-the-art estate, asset protection, and business planning strategies for estates and probates of all sizes. He has frequently been asked to speak in the areas of estate planning, asset protection planning, and probate. Mr. Bindrup earned his B.A. degree, cum laude, from Brigham Young University; and his J.D. degree from the Thomas Cooley School of Law; and LL.M. degree (in taxation) from the Thomas Cooley School of Law.
RONALD FATOULLAH is the principal of the New York based law firm of Ronald Fatoullah & Associates, where he practices in the areas of elder law, estate planning, Medicaid planning, trusts, wills, guardianships, and estate administration. Mr. Fatoullah is the current president of the New York Chapter of the National Academy of Elder Law Attorneys. He also serves on the Executive Committee of the Elder Law and Special Needs Section of the New York State Bar Association, the Executive Council of AARP New York, and currently co-chairs the Board of the Alzheimer’s Association Long Island Chapter. Mr. Fatoullah is a partner of AdvicePeriod, a financial planning and wealth management firm where he focuses on strategies to assist high net-worth individuals. He is a fellow of the National Academy of Elder Law Attorneys. Mr. Fatoullah earned his B.A. degree, summa cum laude, from the State University of New York at Buffalo and his J.D. degree from St. John's University School of Law.
JAMES L. KOEWLER JR. is the founder of The Koewler Law Firm, where his main areas of practice include elder law, special needs and Medicaid planning, and Veterans disability. He is a member of the Ohio State, American, Cleveland Metropolitan, and Akron bar associations. Mr. Koewler is a member of the National Academy of Elder Law Attorneys. He earned his B.S. degree from Purdue University and his J.D. degree from Indiana University.
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