Regulatory Ethics: 1.00
Specialized Knowledge: 6.00
Course book included with all formats
Maximize Benefits, Avoid Backfire
Nursing home care costs are exorbitant, and the only assistance most elderly individuals can hope for is Medicaid. Learn how trusts and Medicaid eligibility interact: both beneficially and harmfully. Make certain the estate planning tools your clients have in place help - not hurt - their long-term care planning needs. Register today!
This legal guide is designed for attorneys. It will also benefit nursing home administrators, accountants and paralegals.
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 a Basic level program presented in a group internet-based setting. No advanced preparation or prerequisites are required.Upon completion of this course, attendees should be able to: 1. Differentiate between revocable and irrevocable trusts. 2. Describe what income-only trusts do. 3. State how special needs trusts impact Medicaid eligibility.Field(s) of Study -- Specialized Knowledge; Regulatory Ethics.
RAYMOND J. FALCON JR. is a principal of Falcon Law Group LLC, in Woodcliff Lake, New Jersey. In his estate planning practice, Mr. Falcon works with clients and their financial advisors, accountants, and other professionals to identify their estate planning goals and develop tax-advantageous structures by selecting from a wide variety of estate planning vehicles. He also concentrates in planning for families that have members with special needs and persons with disabilities. Mr. Falcon assists plaintiff personal injury attorneys, their clients, and structured settlement advisors in utilizing self-settled special needs trusts to hold settlement proceeds in order to avoid loss of needs-based government benefit by the permanently-disabled injured client. His practice also spans a broad range of corporate, commercial, and general business matters. He is admitted to practice in the states of New York, Florida, and New Jersey; and before various federal courts. Mr. Falcon is a member of the American, Bergen County, and New York State bar associations; The Florida Bar; the National Academy of Elder Law Attorneys; the Academy of Special Needs Planners; the American Association for Justice; the National Alliance of Medicare Set-Aside Professionals; and the Council on Parent Attorneys and Advocates. Mr. Falcon earned his B.A. degree from Columbia College of Columbia University and his J.D. degree from Yale University School of Law.
MARTIN J. FOGARTY is the founder of Heartland Law Firm, where he practices in the areas of estate planning, guardianship, Medicaid, probate, special needs planning, business transitions, asset protection, and VA benefits. Mr. Fogarty earned his B.A. degree from the University of Illinois at Urbana - Champaign and his J.D. degree from Loyola University Chicago School of Law.
KARI F. WILLIAMS is the owner of Frankfort Elder Law, where she practices in the areas of wills and trusts, probate, veterans benefits, Medicaid, health care proxies, and guardianships. Ms. Williams earned her B.A. degree from Alma College and her J.D. degree from Hamline University.
$379 / Each Additional