Specialized Knowledge: 3.50
Course book included with all formats
Effective Tactics to Plan for Medicaid Eligibility
One of the main methods of fulfilling the Medicaid eligibility spenddown requirement is to maximize excluded assets. This practical guide will give you the knowledge and skills you'll need to ensure your clients use all the tactics at their disposal to qualify for Medicaid as early as needed, without excessive burden on their families. From simple approaches like gifting to the more complex Medicaid trusts - learn what works and get sample documents to ensure all your approaches are implemented impeccably. Register today!
This Medicaid legal guide is designed for attorneys. It will also benefit accountants and paralegals.
1:00 pm to 4:15 pm Eastern Standard Time
Break 2:30 - 2:45
1:00 - 2:30, Stephen B. Keogh
2:45 - 4:15, James R. Fenchel II
NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for up to 3.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit. No more than 5.0 hours of distance learning CLE credit may be earned during a reporting period.
including - Specialized Knowledge: 3.50
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 3.50 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 the Medicaid eligibility spenddown requirement. No advanced preparation is required.Upon completion of this course, attendees should be able to: 1. Recall main Medicaid eligibility criteria. 2. List two transfer methods used in Medicaid planning. 3. Explain how Medicaid trusts work.Field(s) of Study -- Specialized Knowledge.
JAMES R. FENCHEL II is a certified elder law attorney (CELA) through the National Elder Law Foundation. He is the managing partner of Fenchel Law Offices, a firm with locations in both Allegheny and Beaver counties. The firm is a general practice firm with a strong focus on elder law issues. Mr. Fenchel's practice includes estate planning, estate administration, incapacity work, and Medicaid planning. The firm also is one of the few in Western Pennsylvania which employs a geriatric care manager as part of their staff. Mr. Fenchel is a member of NAELA and has lectured numerous times on elder law issues. He graduated, magna cum laude, from Washington and Jefferson College and earned his J.D. degree from The University of Pittsburgh School of Law.
STEPHEN B. KEOGH is a partner in the Norwalk law firm of Keogh, Burkhart & Vetter, practicing primarily in elder law and probate law. A magna cum laude graduate of Yale College, Mr. Keogh earned his J.D. degree from Columbia University. He is a member of the Fairfield County, Connecticut and American bar associations; and the National Academy of Elder Law Attorneys. Mr. Keogh is a member of the Board of Directors of the Connecticut Chapter of the National Academy of Elder Law Attorneys, a member of the Executive Committee of the Elder Law Section of the Connecticut Bar Association, and a past co-chair of the Elder Law Section of the Fairfield County Bar Association. He is also a member of the Community Bioethics Forum, which is sponsored by the Program for Biomedical Ethics at the Yale School of Medicine, and was the first recipient of the Glenn E. Knierim Pro Bono Award, given by the Connecticut Probate Assembly.
$289 / Each Additional