Crowne Plaza Pittsburgh South
164 Fort Couch Road
Pittsburgh, PA 15241
Areas of Professional Practice: 6.00
Regulatory Ethics: 1.00
Specialized Knowledge: 2.00
Course book included with all formats
Make Certain Your Clients' Long Term Care 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 seminar to get the answers you need about this complex area of practice. Register today!
This intermediate level program addresses key questions involved in elder planning and is designed for attorneys. It will also benefit accountants, estate and financial planners, life care planners, and paralegals.
including - Ethics: 1.20
This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 7.20 hours of total CLE credit. Of these, 1.20 qualify as hours of credit for ethics/professionalism.
including - Ethics: 1.00 Areas of Professional Practice: 6.00
This course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for a maximum of 7.0 credit hours. 6.0 hours can be applied to the Areas of Professional Practice and 1.0 hour can be applied toward the ethics and professionalism requirement. This live format program is appropriate for experienced attorneys.
including - Ethics: 1.00
This program has been approved by the Pennsylvania Continuing Legal Education Board for a total of 6.0 hours, including 5.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse CLE credit.
including - Regulatory Ethics: 1.00 Specialized Knowledge: 2.00 Taxes: 4.00
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 live setting. Accountants should have a basic understanding of Medicaid eligibility and planning. No advanced preparation is required. Upon completion of this course, attendee will be able to: 1. Explain how irrevocable trusts fit into Medicaid planning. 2. Distinguish between ethical and unethical practices. 3. Recall the lookback requirement built into Medicaid eligibility. 4. List three types of exempt assets. 5. Define "penalty period for improper transfers." Field(s) of Study -- Specialized Knowledge; Regulatory Ethics; Taxes.
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. The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) and CFP® (with flame design) in the US, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Upon completion of this course, attendee will be able to: 1. Explain how irrevocable trusts fit into Medicaid planning. 2. Distinguish between ethical and unethical practices. 3. Recall the lookback requirement built into Medicaid eligibility. 4. List three types of exempt assets. 5. Define "penalty period for improper transfers."
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 Veteran's Administration to represent veterans in their claims before the department. She earned her undergraduate degree from the 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.
MICHAEL W. NALLI is a sole practitioner with Michael W. Nalli PC, concentrating his law practice in the areas of estate planning and administration, elder law, guardianship, and real estate. Mr. Nalli has given frequent lectures in the area of elder law and has been a frequent guest speaker on the topics of estate planning (wills, trusts and powers of attorney), estate administration, and elder law. In addition to working in private practice, he was an assistant district attorney for the Beaver County Office of the District Attorney. He is a member of the Beaver County Bar Association (Mock Trial Committee), the Pennsylvania Bar Association, and the National Academy of Elder Law Attorneys. Mr. Nalli earned his B.A. degree, summa cum laude, from Geneva College and his J.D. degree from Duquesne University.
$349 / Each Additional