Pan American Conference and Media Center
601 Poydras Street, 11th Floor
New Orleans, LA 70170
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
This course or a portion thereof has been approved by the Louisiana State Bar Association Committee on MCLE for a maximum of 6.0 hours (based on a 60-minute credit hour) of credit, of which 1.0 hour will apply to ethics.
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 testamentary 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 testamentary trusts are used in Medicaid planning. 5. Determine when a special needs trust is needed. 6. Distinguish between ethical and unethical practices.
JULIE R. JOHNSON is a life-long resident of South Louisiana. Ms. Johnson is a board certified estate planning and administration law specialist by the Louisiana Board of Legal Specialization, and she is also an accredited attorney through the Office of General Counsel/Department of Veterans' Affairs. She completed the Medicaid Practice Systems program in Syracuse, New York, where she developed a background in Medicaid rules and eligibility for long-term-care benefits. Ms. Johnson is also an active member in the legal community, having served as past president of the 21st Judicial District Bar Association. She is also a member of the Northshore Estate Planning Council. The Law Office of Julie R. Johnson focuses primarily on wills, estates, trusts, Medicaid planning, and special needs planning. Ms. Johnson currently has offices in Madisonville, Hammond, and Baton Rouge.
SIOBHAN LEGER is the owner of Leger Law Group, LLC, where her practice focuses mainly on estate planning, special needs planning, successions, trust administration, Medicaid planning, and Veteran's Aid & Attendance advocacy. She is a VA accredited attorney and a volunteer attorney with Wills for Heroes: a program that provides pro bono estate planning services to veterans and first responders. Ms. Leger is also a member of various professional organizations, including the National Academy of Elder Law Attorneys, the Elder Law, Disability Planning and Bioethics Group of American Bar Association, the National Academy of Family Law Attorneys, and the Louisiana State Bar Association. She received her J.D. degree from the Paul M. Hebert Law Center at Louisiana State University and her B.A. degree from Louisiana State University.
JOHN E. SIROIS, MBA, CFP®, CIMA, CIMC, is an estate and elder law attorney practicing in the areas of estate planning, successions and probate, wills, trusts, special needs planning, Medicaid long-term-care planning and retirement planning. In addition to his law practice, Mr. Sirois is a certified financial plannerTM with Raymond James Financial Services, Inc. member FINRA/SIPC. His financial planning practice specializes in retirement planning, IRA rollovers and distributions, and investment management for pre-retirees, retirees, and seniors. Mr. Sirois is the author of Louisiana Retirement and Estate Planning: The Essential Financial Planning Book for Retirees and Pre-Retirees. He teaches continuing education courses on estate planning, long-term-care planning, special needs planning and retirement distributions for attorneys, financial planners, CPAs, social workers, and insurance agents. Mr. Sirois earned his B.S. and M.B.A. degrees from Nicholls State University, and his J.D. degree from Tulane Law School.
$339 / Each Additional
$329 / New Professional