Course book included with all formats
Rising medical costs, health insurance changes, looming Social Security Fund depletion and baby boomers' retirement have intensified concerns over long-term care funding. Are you doing everything you can to help each client develop a comprehensive plan to ensure proper quality of life in the golden years? This intensive study on planning and coordinating government benefits will help you become better prepared to face the challenges of today's Medicaid and elder law practice. Order today!
This course meets the requirements for qualifying CLE credit through the U.S. Department of Veterans Affairs as set out in 38 CFR Section 14.629, in the amount of 1.0 hours.
MICHAEL T. BROCKBANK is a sole practitioner in Schenectady, New York, where his practice is concentrated in the areas of wills, trusts, and estates. Mr. Brockbank is the former chief clerk of Schenectady County Surrogate's Court, and former president of the NYS Surrogate Court Chief Clerk's Association. He is a former adjunct professor for the State University of New York - Albany. Mr. Brockbank earned his B.A. degree from Cornell University and his J.D. degree from the Albany Law School of Union University. He is a member of the New York State and Schenectady County bar associations.
KATHERINE C. CARPENTER is an attorney at the law firm of Wilcenski & Pleat PLLC, in Clifton Park. She practices in the areas of estate planning, special needs estate planning, long term care planning, trust administration and estate administration. She earned her B.A. degree, cum laude, at Marist College and her J.D. degree, cum laude, at Albany Law School. For years before and during law school, she worked as a paralegal in the areas of estate planning and estate administration at a Niskayuna law firm before joining the firm of Wilcenski & Pleat PLLC, in 2014. Most recently, Ms. Carpenter was selected as the Fourth District Delegate for the Elder and Special Needs Law Section of the New York State Bar Association and serves as a member of the Trusts and Estates Law Section as well as the Young Lawyers Section of the New York State Bar Association.
BELLANCA J. FLETCHER is an attorney in the Albany, New York area and is of counsel with Hover & Mackowski PLLC, in Clifton Park and Hudson, where she provides services in the areas of estate planning, elder law planning, and family law. Ms. Fletcher devotes a significant amount of her practice to helping families and elderly clients arrange their assets and estate plan to maximize the wealth that passes to their loved ones by expediting their eligibility for Medicaid, facilitating their application for long term care insurance, and locating other benefit programs for which they may be eligible. She is also well versed in various trusts and planning for individuals with disabilities and applying for public benefits. Ms. Fletcher is admitted to the New York State Bar and has spoken on topics ranging from estate administration and small estates to advanced Medicaid planning and Veterans benefits. She is a graduate of the State University of New York at Binghamton and earned her J.D. degree from Albany Law School.
TARA A. PLEAT is a co-owner and co-manager of the law firm of Wilcenski & Pleat PLLC. Ms. Pleat practices in the areas of trust and estate administration, special needs estates planning, trust, estate and tax planning for residents of New York and Florida and long term care planning and elder law. She serves as an adjunct professor of law at Albany Law School, where she teaches a course in the spring semester on estate and financial planning for the elderly and individuals with special needs. Ms. Pleat is the vice-chair of the Elder Law and Special Needs Section of the New York State Bar Association. She is the co-editor-in-chief of the publications committee of the Elder Law Section of the New York State Bar Association which publishes the Elder and Special Needs Law Journal on a quarterly basis. Ms. Pleat is also an active member of the Trusts and Estates Law Section, where she serves as District Delegate for the Fourth Judicial District. She is honored to be a member of the Special Needs Alliance, the Academy of Special Needs Planners and the National Academy of Elder Law Attorneys, and a fellow of the American College of Trust and Estate Counsel (ACTEC). She earned her B.A. degree at the State University of New York at Albany and her J.D. degree, cum laude, at Albany Law School.
PHILLIP M. TRIBBLE has been practicing law in the Capital District since 1979. He has offices in Clifton Park and Kinderhook, New York. His practice is concentrated in the areas of estate and Medicaid planning, elder law, probate and estate administration, and real estate. Mr. Tribble is a member of the New York State (Elder Law Section and the Trust and Estates Section), Albany County, Columbia County, and the Saratoga County bar associations. He has lectured on elder and Medicaid law for the Elder Law Section of the New York Bar Association; on Medicaid, estate planning, and estate administration for National Business Institute; and he has been a guest speaker on estate planning for the CSEA Union Northern Region. Mr. Tribble earned his B.A. degree from Valparaiso University, his MAR degree from Yale University School of Divinity, and his J.D. degree from Albany Law School.