Affording nursing home care is one of the top concerns aging Americans face today. Simple gifting and spenddown are often not the best solution. This strategic guide to Medicaid will give you the tools to help clients secure nursing home care without impoverishing their loved ones. Build your skills - register today!
Don't overlook unique problems at client intake: get tips for tackling weaknesses and mapping out the case.
Stay current on Medicaid eligibility criteria and coverage.
Make sure family caregiver agreements stand up to intense Medicaid scrutiny.
Make the best use of home care waivers to offer Medicaid recipients and spouses flexibility in placement.
Determine when specific clients need a trust and weigh the pros and cons of its use.
Get practice-specific legal ethics guidance.
Who Should Attend
This focused legal course is designed for attorneys. It will also benefit accountants, nursing home administrators, social workers, geriatric care managers, trust officers, estate planners, and paralegals.
Client Intake: Determining Clients' Needs and Forming the Overall Strategy
Medicaid Eligibility Criteria for Nursing Home Care: The Latest Updates
Maximizing Non-Countable Assets and Prepaying Expenses
Making Use of Waivers and Community Spouse Resources
Family Caregiver Agreements Done Right
Does Your Client Need a Trust? When and How to Use SNTs and Income-Only Trusts
Regulatory Ethics: 1.00Specialized Knowledge: 6.00
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 internet-based setting. No advanced preparation or prerequisites are required.Upon completion of this course, attendees should be able to: 1. List current Medicaid eligibility criteria. 2. Recall two ways to spend down countable assets. 3. List at least two qualifying expense pre-payment methods.Field(s) of Study -- Specialized Knowledge; Regulatory Ethics.
RONALD FATOULLAH is the principal of the New York based law firm of Ronald Fatoullah & Associates, where he practices in the areas of elder law, estate planning, Medicaid planning, trusts, wills, guardianships, and estate administration. Mr. Fatoullah is the current president of the New York Chapter of the National Academy of Elder Law Attorneys. He also serves on the Executive Committee of the Elder Law and Special Needs Section of the New York State Bar Association, the Executive Council of AARP New York, and currently co-chairs the Board of the Alzheimer’s Association Long Island Chapter. Mr. Fatoullah is a partner of AdvicePeriod, a financial planning and wealth management firm where he focuses on strategies to assist high net-worth individuals. He is a fellow of the National Academy of Elder Law Attorneys. Mr. Fatoullah earned his B.A. degree, summa cum laude, from the State University of New York at Buffalo; and his J.D. degree from St. John's University School of Law.
STACEY J. MESHNICK is an attorney with Ronald Fatoullah & Associates where she leads the Medicaid department. As supervisor of the Medicaid department at the firm, she oversees the paralegals and assists clients with various aspects of long-term care planning, estate planning, preparation of wills & trusts, advance directives, and guardianships. Ms. Meshnick earned her B.A. degree from New York University, Washington Square and University College of Arts and Science and her J.D. degree from City University of New York School of Law at Queens College. Ms. Meshnick has published numerous articles in the New York State Bar Association, Elder Law Attorney Magazine and contributed to articles published by the American Institute of Certified Public Accountants.
DEBBY ROSENFELD is an attorney with Ronald Fatoullah & Associates, where she practices in the areas of elder law, estate planning, and real estate. Ms. Rosenfeld is admitted to practice in New York. She lectures as well as writes articles on various elder law issues for both attorneys and laypeople. Ms. Rosenfeld earned her B.A. degree from Barnard College of Columbia University and her J.D. degree from New York University School of Law. She is a member of the New York State and Nassau County bar associations.
MARY L. WILSON is an elder law attorney in Omaha. She serves as an attorney for Aging Partners, the local agency on aging that focuses on planning, coordinating, and advocating for older adults in an eight-county area. She is the first Nebraskan attorney inducted into the National Elder Rights Hall of Fame and received the Paul Lichterman Award for outstanding delivery of legal services to the elderly from the American Bar Association. Ms. Wilson has taught law and aging at the University of Omaha, and is currently teaching at Creighton University School of Law. She is a member of the Nebraska State and American bar associations. Ms. Wilson earned her B.A. degree from Wayne State College and her J.D. degree from Creighton University School of Law.
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