Help Your Elderly Clients Qualify for Medicaid
Course book included with all formats
Help Your Elderly Clients Qualify for Medicaid
Essential knowledge of Medicaid asset planning strategies is a must-have for all professionals who work with aging and disabled clients and their families. This practical course will give you the knowledge and skills you'll need to help clients protect assets while qualifying for Medicaid and guard against accidental loss of benefits. Register today!
This basic level online seminar on Medicaid planning is designed for:
All times are shown in Eastern time
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, attendee will be able to: 1. Restate key Medicaid eligibility requirements. 2. List at least two ways to spend down to qualify for Medicaid. 3. Describe how Medicaid qualifying trusts work. 4. Explain when a third-party SNT is possible. 5. Recall two ways Medicaid applicants can protect their community spouses. 6. List at least two crisis planning techniques. 7. Distinguish between ethical and unethical behavior.Field(s) of Study -- Regulatory Ethics; Specialized Knowledge.
SUSAN L. CHALGIAN is an attorney with Chalgian & Tripp Law Offices PLLC, where she concentrates her practice in the areas of elder law, estate planning, and special needs planning. She is an active member of both the Elder Law and Disability Rights sections of the State Bar of Michigan, the SCAO Liaison to the Probate and Estate Planning Section of the State Bar of Michigan and National Academy of Elder Law Attorneys (NAELA). She is a board member for the Greater Lansing Estate Planning Council (GLEPC). Ms. Chalgian is a treasurer of the State Women Lawyer's Association of Michigan (WLAM) and a board member for the Mid-Michigan WLAM region. She is an accredited attorney with the Department of Veteran's Affairs. Ms. Chalgian is co-author of the ICLE publication, "Advising the Older Client or Client with Disability," and is a frequent speaker on issues of elder law. Ms. Chalgian earned her undergraduate degree from DePaul University and her J.D. degree from Western Michigan University Thomas M. Cooley Law School.
PATRICIA E. KEFALAS DUDEK is the principal of Patricia E. Kefalas Dudek & Associates and the past chair of the Elder Law & Disability Rights Section of the State Bar of Michigan. Her practice concentrates in elder law, Medicaid, estate planning, estates/trust administration, probate, administrative law and disability advocacy. Ms. Dudek’s practice includes advising and preparing estate planning documents, including special needs trusts; representation in Medicaid hearings to secure appropriate services, administration of estates, trusts, guardianship, conservatorship, and other protective arrangements and contested litigation in these areas. A prolific writer and lecturer on topics related to Medicaid, alternatives to guardianship and estate planning for people with disabilities, elders and their right to control their support services, Ms. Dudek was the author of the model contracts for Michigan’s Medicaid Self Determination Initiative. These contracts facilitate control over Medicaid service budgets and allow for creative solutions for housing and supports. Another creative solution used by Ms. Dudek, on behalf of her clients is the use of a pooled account trusts for Medicaid planning.She was the first attorney in Michigan to draft one of these trusts and to secure approval for Medicaid by both the Social Security Administration and the State of Michigan. She has received numerous local l and national awards for her advocacy. Ms. Dudek is a contributing author for Representing the Elderly Client and the Special Needs Trust Handbook. Ms. Dudek earned her B.A. degree from Michigan State University and her J.D. degree from the Detroit College of Law (now the Michigan State University School of Law). She is a member of the Academy of Special Needs Planners, American Bar Association, State Bar of Michigan, member, Elder Law and Disability Rights Section, and a fellow of the National Academy of Elder Law Attorneys (NAELA).
BOB MANNOR is a managing attorney with Mannor Law Group PLLC, where he focuses his practice on elder law, estate planning, veterans' benefits, and holistic life care planning. He is nationally board certified as an elder law attorney by the National Elder Law Foundation. Mr. Mannor is the past president of the Michigan chapter of the National Academy of Elder Law Attorneys, and chair-elect of the State Bar of Michigan's Elder Law and Disability Rights Section. He is also an accredited attorney through the Department of Veterans Affairs, Office of General Counsel. Mr. Mannor is a member of the Academy of Special Needs Planners, ElderCounsel, Lawyers with Purpose, and the Life Care Planning Law Firms Association. He received his B.B.A. degree from University of Michigan and his J.D. degree from the University of Dayton School of Law. Mr. Mannor is a frequent speaker in his areas of practice.
NANCY C. NAWROCKI is an attorney at the Nawrocki Center, where her practice focuses on the legal and financial issues that affect older people. Ms. Nawrocki counsels elder clients in estate planning, wills, trusts, powers of attorney, Medicare and Medicaid planning, guardianship and conservatorship, and probate issues. She was a founding member of the Senior Justice Committee of the State Bar of Michigan and is a member of the National Academy of Elder Law Attorneys and the State Bar of Michigan. She earned her B.A. degree from Oakland University, her J.D. degree from Wayne State University Law School and her LL.M. degree from Stetson University College of Law.
$339 / Each Additional
$329 / New Professional
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