Hilton Garden Inn Dayton Beavercreek
3520 Pentagon Park Blvd
Dayton, OH 45431
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 activity has been approved by the Kentucky Bar Association Continuing Legal Education Commission for a maximum of 6.0 credits, of which 1.0 hour relates to ethical considerations.
including - Ethics: 1.00
This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 6.0 CLE credit hours, including 1.0 hour of attorney professional conduct instruction.
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 ethical and unethical practices. 3. Distinguish between Medicaid planning for single vs. married clients. 4. List at least three asset transfer strategies that can be employed in Medicaid crisis planning. 5. Describe how income-only trusts are used in Medicaid planning. 6. Determine when a special needs trust is needed. 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 ethical and unethical practices. 3. Distinguish between Medicaid planning for single vs. married clients. 4. List at least three asset transfer strategies that can be employed in Medicaid crisis planning. 5. Describe how income-only trusts are used in Medicaid planning. 6. Determine when a special needs trust is needed.
JESSE B. BEASLEY is a certified elder law attorney by the National Elder Law Foundation and is recognized as a certified specialist in the field of elder law by the Ohio State Bar Association. Mr. Beasley devotes his practice to elder law, focusing on long term care and estate planning. He is a member of the National Academy of Elder Law Attorneys and serves on the Elder Law Committee of the Ohio State Bar Association. Mr. Beasley served ten years on the Board of Trustees for the Area Agency on Aging for Planning and Service Area 2. He earned his J.D. degree from the University of Virginia and Emory University School of Law. (Dayton location)
RALPH J. CONRAD is the principal of The Conrad Law Firm, where he assists clients with estate planning, trust, probate and Medicaid planning issues. He is certified as a specialist in estate planning, trust and probate law by The Ohio State Bar Association. Mr. Conrad has previously lectured for National Business Institute and various financial institutions and business groups on estate planning, Medicaid planning and ethics. He is a member of the Cincinnati, American, Butler County and Ohio State bar associations. Mr. Conrad earned his B.S.B.A. degree, with distinction, from Ohio Northern University; and his M.A. degree and J.D. degree, magna cum laude, from the University of Akron. (West Chester location)
GREGORY S. FRENCH is certified as an elder law attorney by the Ohio State Bar Association and the National Elder Law Foundation. He also is accredited by the VA to handle veterans' claims. Mr. French is a fellow of the National Academy of Elder Law Attorneys and a member of NAELA's Council of Advanced Practitioners. He is a past president of NAELA and chaired NAELA's Professionalism and Ethics Committee for twelve years when it developed the first and second editions of the Aspirational Standards for the Practice of Elder Law and Special Needs Law with Commentaries. Mr. French helped found and chaired OSBA's Elder Law Committee and is a member of its Council of Delegates. He founded the Cincinnati Bar Association's Elder Law Committee and served as its chair for four years. (Dayton and West Chester locations)
RACHAEL A. HOUCK is an attorney with Gudorf Law Group, LLC, where her practice centers around elder law, estate planning, and probate. Ms. Houck is a member of the National Academy of Elder Law Attorneys, the Ohio State Bar Association and the Columbus Bar Association. She earned her B.A. degree, summa cum laude, from The University of Dayton and her J.D. degree from The Ohio State University Michael E. Moritz College of Law. (Dayton location)
JANET E. PECQUET is a partner with The Law Offices of Burke & Pecquet, LLC where she practices in the area of elder law, primarily planning for Medicaid eligibility. This includes developing Medicaid eligibility plans, filing applications, meeting with the Medicaid department and appealing decisions, if necessary, and developing a plan for the family. Ms. Pecquet has represented hundreds of consumers before the Medicaid Agency. She advises individuals and parents of children with special needs on estate planning and special needs trusts, as well as focuses on long-term care insurance and private insurance denials. Ms. Pecquet is a member of the National Academy of Elder Law Attorneys, chair of the Advisory Council for the Elderly Services Program of the Council on Aging, president and past secretary for the Association for Professionals in Aging, and chair and recording secretary of the Elder and Special Needs Law Committee of the Ohio State Bar Association. She earned her B.A. degree from California State University at Long Beach and her J.D. degree from Southwestern University. (West Chester location)
$349 / Each Additional
$339 / New Professional