Holiday Inn Express Charleston-Civic Center
100 Civic Center Dr
Charleston, WV 25301
Regulatory Ethics: 1.00
Specialized Knowledge: 6.00
Course book included with all formats
Make Certain Your Clients' Long Term Care Needs Are Met
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 Medicaid planning. Get detailed instruction on eligibility criteria, with special focus on excluded assets, qualifying transfer techniques, and estate recovery rules. Order 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.
Presenter: Brent L. Van Deysen in Morgantown and Charleston
including - Ethics: 1.20
This program qualifies for 7.20 hours of credit, which includes 1.20 hour of ethics, under the West Virginia Rules for Mandatory Continuing Legal Education.
including - Regulatory Ethics: 1.00 Specialized 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 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. Recall the key Medicaid eligibility criteria. 2. List at least four types of excluded assets for purposes of Medicaid eligibility. 3. List three types of exempt assets. 4. Determine when a special needs trust is needed. 5. Distinguish between ethical and unethical practices. 6. Recall Medicaid estate recovery rules. Field(s) of Study -- Specialized Knowledge; Regulatory Ethics.
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. Certified Financial Planner Board of Standards Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP® certification mark (with plaque design) logo and the CFP® certification mark (with flame design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Upon completion of this course, attendee will be able to: 1. Recall the key Medicaid eligibility criteria. 2. List at least four types of excluded assets for purposes of Medicaid eligibility. 3. List three types of exempt assets. 4. Determine when a special needs trust is needed. 5. Distinguish between ethical and unethical practices. 6. Recall Medicaid estate recovery rules.
$339 / Each Additional