2040 Walden Avenue
Cheektowaga, NY 14225
Areas of Professional Practice: 13.00
Advisory Services: 9.00
Regulatory Ethics: 1.00
Specialized Knowledge: 8.00
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 intermediate level two-day seminar is designed for:
including - Ethics: 1.00
Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for up to 12.0 hours toward your annual CLE requirement in Connecticut, including 1.0 hour(s) of ethics/professionalism.
including - 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.
including - 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 experienced attorneys.
including - 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.
including - Taxation: 5.00 Advisory Services: 9.00
National Business Institute is an approved sponsor with the New York State Board of Public Accountancy. This program is designed to qualify for 14.0 hours of CPE credit for accountants (Sponsor License # 000232).
This is an Intermediate level program presented in a group live setting. No advanced preparation is required. Upon completion of this course, attendees should be able to: 1. List two sources of long-term care funding. 2. Recall two key factors clients must consider when planning for future medical decisions. 3. Recall medical and financial Medicaid eligibility criteria. 4. Explain "spenddown" and list at least three spenddown options. 5. List key elements of the Medicaid application. 6. Describe the procedure of obtaining VA benefits. 7. Explain the main function of a special needs trust. 8. List at least two post-eligibility problems. 9. Explain the functions of Powers of Attorney and their legal requirements. 10. Distinguish between ethical and unethical behaviors. Field(s) of Study -- Taxation; Advisory Services.
including - Regulatory Ethics: 1.00 Taxes: 5.00 Specialized Knowledge: 8.00
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, refund and program cancellation, please contact our offices at (800) 930-6182.
This is an Intermediate level program presented in a group live setting. No advanced preparation is required. Upon completion of this course, attendees should be able to: 1. List two sources of long-term care funding. 2. Recall two key factors clients must consider when planning for future medical decisions. 3. Recall medical and financial Medicaid eligibility criteria. 4. Explain "spenddown" and list at least three spenddown options. 5. List key elements of the Medicaid application. 6. Describe the procedure of obtaining VA benefits. 7. Explain the main function of a special needs trust. 8. List at least two post-eligibility problems. 9. Explain the functions of Powers of Attorney and their legal requirements. 10. Distinguish between ethical and unethical behaviors. Field(s) of Study -- Regulatory Ethics; Taxes; Specialized Knowledge.
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 1.50 hours.
CHARLES W. BEINHAUER is a senior partner in the Buffalo law firm of Pfalzgraf Beinhauer & Menzies LLP. His practice focuses entirely in the fields of estates and trusts, estate administration, and elder law. Mr. Beinhauer is currently a member of the New York State Bar Association Elder Law Committee. He is a member of the Bar Association of Erie County Elder Law Committee, Surrogate Court Practice and Procedure Committee, Lawyers Helping Lawyers Committee, and the Speakers Bureau. Mr. Beinhauer is a former member of the New York State Lawyers Assistance Trust and the New York State Bar Association Lawyers Assistance Committee. He is a graduate of Georgetown University and the Columbus School of Law Catholic University of America in Washington, D.C.
TERRANCE W. EMMENS is a partner with Barclay Damon, LLP, and is the team leader for the firms elder law and Medicaid planning groups, where he concentrates his practice on helping seniors get the care they need. Mr. Emmens has extensive experience obtaining NYS Community Medicaid benefits for clients and routinely handles matters involving nursing-home care and asset protection, guardianship planning, estate litigation, and Medicaid-related litigation. He has extensive experience with outright gifts, Medicaid-permitted trusts, supplemental-needs trusts, loans, annuities, and deeds. Mr. Emmens also prepares essential documents such as wills, trusts, powers of attorney, statutory gift riders, health care proxies, and other documents necessary for estate probate and related administration. He is a member of the Monroe County Bar Association and the New York State Bar Association. Mr. Emmens earned his B.A. degree from George Washington University and his J.D. degree from Vermont Law School.
ELIZABETH A. INGOLD is the owner of Ingold Law PLLC, where she counsels families and individuals in all stages of life to achieve lifetime and testamentary goals. Ms. Ingold excels in tailoring sophisticated estate plans to conserve and transfer wealth, to preserve businesses, real estate and other assets. She is admitted to practice in New York. Ms. Ingold is a member of the National Academy of Elder Law Attorneys, New York State Bar Association, Erie County Bar Association, and the Financial Counselors of Western New York. She earned her B.A. degree from State University of New York at Geneseo and J.D. degree with a concentration in estate planning from Albany Law School.
DENIS A. KITCHEN is a sole practitioner with Denis A. Kitchen, P.C., in Williamsville, where his main areas of practice include real estate and title law, business law, and general litigation. He is admitted to practice before all courts of the state of New York, the U.S. District Court for the Western District of New York; and the Second and Third U.S. Circuit Courts of Appeals. Mr. Kitchen is a member of the New York State and Erie County bar associations, the Christian Legal Society, and the National Lawyers Association. He earned his B.S. degree from Rochester Institute of Technology, his M.S.Ed. degree from Indiana University, and his J.D. degree from State University of New York at Buffalo.
ANTHONY J. KUHN is a managing partner at Tully Rinckey PLLC, where he is the chair of Tully Rinckey PLLC’s nationwide military and national security practice groups. Mr. Kuhn has served more than 22 years in the U.S. Army and Army Reserve, and is currently serving as the Operations Section NCIOC for a Battalion Headquarters. Mr. Kuhn focuses much of his time on the representation of military personnel, federal agents and employees, as well as private employers and non-profit corporations. His practice areas include corporate, labor and employment, military law, national security representation, and veterans’ benefits. Mr. Kuhn is the co-founder and co-director of the University at Buffalo School of Law Veterans Law practicum and is the adjunct professor for the law school’s first-of-its-kind asynchronistic nationwide Veterans Law course. He is accredited through the Department of Veterans Affairs and is also admitted to practice before the Federal Court of Appeals for Veterans Claims in Washington, DC. He earned his B.D. degree, cum laude, from Buffalo State College and his J.D. degree at the University at Buffalo Law School.
EDWARD C. ROBINSON is a partner with the law firm of Hurwitz & Fine, P.C., in Buffalo, New York, where he concentrates his practice in the areas of will probate, estate administration and elder law. Mr. Robinson frequently lectures to various professionals on estate planning, probate and elder law issues. He is a member of the Erie County and New York State bar associations. He earned his B.A. degree, cum laude, from Hobart College and his J.D. degree from the State University of New York at Buffalo.
$525 / Each Additional