Estate Planning and Administrative: 6.00
Course book included with all formats
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 legal guide 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. Order today!
including - Ethics: 1.00 Estate Planning and Administrative: 6.00
This course or a portion thereof has been approved by the Louisiana Mandatory Continuing Legal Education Committee of the Louisiana State Bar Association. This program may qualify for up to 6.0 hours (based on a 60-minute credit hour) of self-study credit, of which 1.0 hour will apply to self-study ethics credit. This program is approved for 6.0 hours (based on a 60-minute credit hour) of credit by the Louisiana Specialization Board in the area of Estate Planning and Administration. No more than 4.0 hours of self-study CLE credit may be earned during a reporting period.
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.