Hilton Garden Inn Buffalo Downtown
10 Lafayette Square
Buffalo, NY 14203
Areas of Professional Practice: 6.00
Advisory Services: 7.00
Behavioral Ethics: 1.00
Specialized Knowledge: 3.00
Course book included with all formats
Get the Latest on Medicaid 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 American 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%, Medicaid is the primary source of payment, so a basic understanding of the Medicaid 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 Medicaid 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
Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for up to 6.0 hours toward your annual CLE requirement in Connecticut, including 1.0 hour(s) of ethics/professionalism.
including - Ethics: 1.20
This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 7.20 hours of total CLE credit. Of these, 1.20 qualify as hours of credit for ethics/professionalism.
including - Ethics: 1.00 Areas of Professional Practice: 6.00
This course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for a maximum of 7.0 credit hours. 6.0 hours can be applied to the Areas of Professional Practice requirement and 1.0 hour can be applied toward the ethics and professionalism requirement. This live format program is appropriate for newly admitted and experienced attorneys.
including - Ethics: 1.00
This program has been approved by the Pennsylvania Continuing Legal Education Board for a total of 6.0 hours, including 5.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse CLE credit.
including - Advisory Services: 7.00
National Business Institute is an approved sponsor with the New York State Board of Public Accountancy. This program is designed to qualify for 7.0 hours of CPE credit for accountants (Sponsor License # 000232).
This is a Basic to Intermediate level program presented in a group live setting. Accountants should have a basic understanding of Medicaid application and asset planning tactics. Upon completion of this course, attendee will be able to: 1. Recall the key Medicaid eligibility criteria. 2. Distinguish between Medicaid planning for single vs. married clients. 3. List at least three asset transfer strategies that can be employed in Medicaid crisis planning. 4. Describe how income-only trusts are used in Medicaid planning. 5. Determine when a special needs trust is needed. 6. Distinguish between ethical and unethical practices. Field(s) of Study -- Advisory Services.
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 internet-based setting. No advanced preparation or prerequisites are required. Upon completion of this course, attendee will be able to: 1. Recall the key Medicaid eligibility criteria. 2. Distinguish between Medicaid planning for single vs. married clients. 3. List at least three asset transfer strategies that can be employed in Medicaid crisis planning. 4. Describe how income-only trusts are used in Medicaid 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 Medicaid eligibility criteria. 2. Distinguish between Medicaid planning for single vs. married clients. 3. List at least three asset transfer strategies that can be employed in Medicaid crisis planning. 4. Describe how income-only trusts are used in Medicaid planning. 5. Determine when a special needs trust is needed. 6. Distinguish between ethical and unethical practices.
DAVID A. CONTIGUGLIA is a member with Contiguglia Law Offices LLP, where he practices in the areas of real estate, estate administration, estate planning, elder law, and collections. Mr. Contiguglia is admitted to practice in New York. He is a member of the New York State Bar Association and the Cayuga County Bar Association. Mr. Contiguglia earned his A.B. degree from Cornell University and J.D. degree from Albany Law School of Union University.
SHANE M. McCROHAN is a partner in the estate planning and trust and estate administration practice groups of Scolaro Fetter Grizanti & McGough, P.C. His practice is focused in the areas of estate planning, trust and estate administration, and business and tax planning for individuals and professionals. Mr. McCrohan also concentrates his practice in elder law and assisting individuals with long-term care planning. In addition, he is a professional certified financial planner and worked in the Boston area as a financial planner for five years. Mr. McCrohan is a member of the Massachusetts and New York State bar associations. He earned his J.D. degree, cum laude, from Suffolk University Law School in Boston, Massachusetts.
JEFFREY P. REISNER is a former town justice, assistant district attorney, and civil litigator. He then created Reisner Law Group PLLC which is an estate planning, elder law, and business law practice. Mr. Reisner is now with Taddeo, Shahan & Reisner, LLP, in Fayetteville, New York. He received his undergraduate degree from Buffalo State College and his J.D. degree from what is now the University of New Hampshire. He is admitted to practice in New York and Pennsylvania and is a member of the American Bar Association, the New York State Bar Association, the Onondaga County Bar Association, the Financial Planning Association of Central New York, the Estate Planning Council of Central New York, and the Pennsylvania Bar Association.August 16 - Buffalo
CHARLES W. BEINHAUER is a senior partner in the Buffalo law firm of Pfalzgraf Beinhauer & Menzies LLP. His practice focuses entirely in the fields of estates and trusts, estate administration, and elder law. Mr. Beinhauer is currently a member of the New York State Bar Association Elder Law Committee (former 8th District representative). He is a member of the Bar Association of Erie County Elder Law Committee (former chair), Surrogate Court Practice and Procedure Committee, Lawyers Helping Lawyers Committee, and the Speakers Bureau. Mr. Beinhauer is a former member of the New York State Lawyers Assistance Trust (former vice-chair) and the New York State Bar Association Lawyers Assistance Committee (former chair). He is a graduate of Georgetown University and the Columbus School of Law Catholic University of America in Washington, D.C.
DONNA J. HICHMAN is the principal of The Hichman Law Office, PLLC. Having previously practiced in a mid to large sized Rochester law firm, she established her own office in 2008. Ms. Hichman focuses her practice on estate planning, estate administration and elder law. She advises clients on issues associated with estate taxes, estate planning, avoiding probate, Medicaid planning/protecting assets from possible nursing home costs, guardianships and other related topics. Ms. Hichman is licensed in both New York and Pennsylvania. She earned her J.D. degree at the Moritz College of Law (located at The Ohio State University) and earned her B.A. degree, magna cum laude, from Wittenberg University. Ms. Hichman is a current member of the Executive Council of the Trusts and Estates Section of the Monroe County (NYS) Bar Association, and is also a member of the National Academy of Elder Law Attorneys (NAELA), New York Chapter; the New York State Bar Association; the Pennsylvania Bar Association; and the Monroe County Bar Association, New York. She is a frequent speaker in the community on legal topics related to her practice.
EDWARD C. ROBINSON is a partner with the law firm of Hurwitz & Fine, P.C., in Buffalo, New York, where he concentrates his practice in the areas of will probate, estate administration and elder law. Mr. Robinson frequently lectures to various professionals on estate planning, probate and elder law issues. He is a member of the Erie County (Practice and Procedure in Surrogate's Court and chair of the Elder Law Committee) and New York State (Elder Law, Estates and Trusts sections) bar associations. He earned his B.A. degree, cum laude, from Hobart College and his J.D. degree from the State University of New York at Buffalo.
$339 / Each Additional