Course book included with all formats
Skyrocketing health and long-term care costs are putting added pressure on your aging clients to find a way to afford assisted care. This focused legal guide is dedicated to helping you offer the most current and effective Medi-Cal planning. Get detailed instruction on fulfilling all four eligibility criteria, with special focus on excluded assets, qualifying transfer techniques, and estate recovery rules. Order today!
including - Ethics: 1.00
This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and may qualify for up to 6.0 hours of participatory credit, of which 1.0 hour will apply to legal ethics participatory credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
CYNTHIA R. COX is an attorney with Cox Law Group, Inc., in Torrance, where she practices in the areas of elder law, estate planning and probate. Ms. Cox has been practicing law for 28 years and is certified as an elder law attorney (CELA) and a member of the Council of Advanced Practitioners (CAP's) by the National Elder Law Foundation. She is an adjunct professor at Loyola Law School, teaching elder law. She frequently speaks at seminars on Medi-Cal planning and estate planning issues. Ms. Cox is a member of the South Bay Estate Planning Council, California Advocates for Nursing Home Reform, and the South Bay and American bar associations. She earned her B.S. degree from Central Missouri State University and her J.D. degree from Loyola Law School.
KAREN L. MATEER is a sole practitioner at the Law Office of Karen L. Mateer in Pasadena. She practices in the areas of estate planning, trust and probate law, and has maintained an active tax practice for more than 30 years. Ms. Mateer previously served as an adjunct professor of business and economics at Pasadena City College. She is a member of the Pasadena and Los Angeles bar associations, and the State Bar of California. Ms. Mateer earned her B.A. degree from California State University at Los Angeles, her M.B.A. degree from the University of La Verne, and her J.D. degree from Western State University College of Law, with an emphasis in taxation.
JOSEPH B. McHUGH is the founder and principal of the LA Law Center, PC, in Burbank, where he focuses his practice in asset protection, probate, estate planning, wills and trusts, elder law, special needs trusts, and Medi-CAL qualifications. Mr. McHugh is an active member of the State Bar of California, as well as the bar's Business, Estate Planning, Trust and Probate Law sections; the National Association of Elder Law Attorneys; California Advocates for Nursing Home Reform; Academy of Special Needs Planners; and several bar associations, including the Los Angeles County Bar, the Burbank Bar, and the Beverly Hills Bar. He earned his undergraduate degree from California State University at Fullerton in business administration, with an emphasis on finance and accounting, and his J.D. degree from Whittier College School of Law.