The Wildwood Lodge Hotel of Greater Des Moines
11431 Forest Avenue
Clive, IA 50325
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
"Protecting Assets While Qualifying for Medicaid" is an accredited program under the regulations of the Iowa Supreme Court Commission on Continuing Legal Education. It is planned that this program will provide a maximum of 6.0 hours of regular credit toward the mandatory continuing legal education requirements under the Iowa rule, including 1.0 hour of ethics credit.
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 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.
MATTHEW BOLLMAN is an attorney with Pearson Bollman Law. He is a VA-accredited attorney, focusing his practice on estate planning, probate/trust administration and elder law. He often lectures to the public and to professional groups on elder law, probate and estate planning topics. Mr. Bollman is a member of WealthCounsel, ElderCounsel, NAELA, the Iowa State Bar Association, and Elder Law Answers. He graduated from the University of Northern Iowa with a degree in economics, and then earned his J.D. degree from the University of Denver College of Law.
CHAD EICHORN is an attorney with Pearson Bollman Law. Mr. Eichorn is a VA-accredited attorney, focusing his practice on elder law, estate planning, non-profit/charitable organizations and collaborative family law. He is a licensed mediator for both family law and elder law matters. He has provided quality representation to a spectrum of clients including individuals, families, charities, municipalities and professional sports teams. Mr. Eichorn is a member of the Iowa State Bar Association, NAELA, WealthCounsel, ElderCounsel, International Academy of Dispute Resolution, International Academy of Collaborative Professionals, Central Iowa Academy of Collaborative Professionals and the Iowa State Supreme Court Family Law Taskforce. He graduated from South Nazarene University with a degree in philosophy & theology, Nazarene Theological Seminary with a Masters in Divinity, and Drake University Law School.
$339 / Each Additional
$329 / New Professional