Crowne Plaza Sacramento
5321 Date Avenue
Sacramento, CA 95841
Behavioral Ethics: 1.00
Specialized Knowledge: 3.00
Course book included with all formats
Get the Latest on Medi-Cal Application and Asset Planning Tactics
Middle class Americans seeking asset protection cannot afford to ignore the potentially devastating costs of nursing home and other long-term care. Nursing homes are among the most common and largest creditors an average Californian is likely to face in his or her lifetime, but only about 10% of the population has long-term care insurance. For the other 90%, Medi-Cal is the primary source of payment, so a basic understanding of the Medi-Cal asset protection process is vital for all professionals who work with seniors and their families. This course will provide an overview of asset protection concepts and strategies that elder law attorneys can use to legally and ethically protect assets while facilitating earlier Medi-Cal eligibility; and a set of crisis-management tools to prevent and correct inadvertent loss of benefits. Register today!
This basic level seminar is designed for:
including - Ethics: 1.00
This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of 6.0 hours, of which 1.0 hour will apply to legal ethics. 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.
including - Behavioral Ethics: 1.00 Specialized Knowledge: 3.00 Taxes: 3.00
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 a Basic level program presented in a group live setting. No advanced preparation or prerequisites are required. Upon completion of this course, attendee will be able to: 1. Recall the key Medi-Cal eligibility criteria. 2. Distinguish between Medi-Cal planning for single vs. married clients. 3. List at least three asset transfer strategies that can be employed in Medi-Cal crisis planning. 4. Describe how income-only trusts are used in Medi-Cal planning. 5. Determine when a special needs trust is needed. 6. Distinguish between ethical and unethical practices. Field(s) of Study -- Taxes; Behavioral Ethics; Specialized Knowledge.
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. Recall the key Medi-Cal eligibility criteria. 2. Distinguish between Medi-Cal planning for single vs. married clients. 3. List at least three asset transfer strategies that can be employed in Medi-Cal crisis planning. 4. Describe how income-only trusts are used in Medi-Cal planning. 5. Determine when a special needs trust is needed. 6. Distinguish between ethical and unethical practices.
HEATHER R. CHUBB is a life transitions lawyer with The Chubb Law Firm, based in the Sacramento area. Ms. Chubb focuses her practice on estate planning, probate, trusts, wills, estate administration, and elder law, including Medi-Cal and VA benefit planning. She has presented to attorneys and is a frequent speaker to life insurance agents, financial planners, CPAs, and the public on a variety of estate planning, elder law and trusts issues. Ms. Chubb is a member of the State Bar of California (Trusts and Estates Section), the National Academy of Elder Law Attorneys (NAELA), Elder Care Matters, ElderCounsel, and WealthCounsel, LLC. She earned her B.S. degree from the University of Maine at Orono and J.D. degree from the University of the Pacific, McGeorge School of Law.
MARGARET H. FULTON is a partner with Robinson & Fulton Law with offices in Sacramento and Auburn, where she practices in the areas of special needs planning, estate administration and planning, and incapacity planning. Ms. Fulton is certified as a specialist in estate planning, trust and probate law by the State Bar of California Board of Legal Specialization. She is a member of the State Bar of California, the Academy of Special Needs Planners, National Academy of Elder Law Attorneys, and the American Agricultural Law Association. Ms. Fulton is admitted to practice in California. She earned her B.A. degree from the University of California at Berkeley; her J.D. degree from Hastings College of the Law in San Francisco; and her LL.M. degree in taxation from McGeorge School of Law in Sacramento.
AMY OCHI is the owner of Ochi Law P.C., in Roseville and is a certified specialist in estate planning, trust and probate law by the State Bar of California. Ms. Ochi’s practice includes drafting trust and estate documents to avoid probate, avoid litigation, and planning for incapacity and long term care, including Medi-Cal and VA benefits. She also handles probates and trust administrations. She's a member of the State Bar of California (Trusts and Estates Section), the State Bar of Arizona, a board member of the South Placer Estate Planning Council, and a member of WealthCounsel, LLC. Ms. Ochi earned her B.A. degree from Macalester College and J.D. degree from Wake Forest University School of Law.
BARBARA SONIN is the sole proprietor with Sonin Law in Woodland, where her practice concentrates in estate planning, trust administration, probate, and special needs trusts. Ms. Sonin is a member of the State Bar of California’s Estate & Probate Section and Taxation Section, and is admitted to practice before the U.S. Tax Court. She is a fellow of the National Tax Practice Institute; a graduate of the Eldercare Mediation program at Pepperdine University Law School’s Strauss Institute of Dispute Resolution; and an enrolled agent, licensed and trained to represent taxpayers from any state before the Internal Revenue Service. Ms. Sonin is accredited with the Department of Veterans Affairs. She is a member of the WealthCounsel, the Academy of Special Needs Planners, the National Academy of Elder Law Attorneys, the ElderCounsel, and the California Advocates for Nursing Home Reform. Ms. Sonin earned her B.S. degree from the University of the State of New York and her J.D. degree from the Oak Brook College of Law.
$349 / Each Additional
$339 / New Professional