Help Clients Plan for Long Term Care and Probate
Course book included with all formats
Help Clients Plan for Long Term Care and Probate
A combined approach to planning for both elder care and the estate together is the only way to ensure the two plans don't work against each other. This practical overview will give you actionable methods for qualifying for Medicaid while leveraging the best tax and estate administration planning. Draft better trusts and proxy documents and take all the clients' assets into consideration. Register today!
This legal course is designed for attorneys. Accountants, tax professionals, fiduciaries, financial planners, and paralegals will also benefit.
All times are shown in Eastern time.
including - Regulatory Ethics: 1.00 Specialized 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 an Intermediate level program presented in a group internet-based setting. Accountants should have a basic understanding of elder and estate planning No advanced preparation is required.Upon completion of this course, attendees should be able to: 1. Explain what a POA is and recall two common types of POAs. 2. Recall current Medicaid eligibility requirements for nursing home coverage. 3. State from recall current federal estate tax exclusion amount.Field(s) of Study -- Regulatory Ethics; Specialized Knowledge.
DANIEL DEL COLLO III is the owner of The Law Office of Daniel Del Collo, III where he concentrates his practice in the areas of estate planning, estate administration and elder law, including the drafting of wills, trusts (and special needs), guardianships, Medicaid planning, powers of attorneys and advanced medical directives. His elder law clients also call upon him to handle personal injury, real estate and business law matters. Mr. Del Collo also provided counsel to individuals and families with loved ones suffering from varying types and degrees of dementia such as Alzheimer's, Parkinson's, Huntington's and other neurological diseases. He earned his B.A. degree from Haverford College and his J.D. degree from Rutgers School of Law - Camden.
DAVID PANTOS is an attorney with Dave Pantos, Esq. LLC, in Omaha. Mr. Pantos is an experienced attorney and nonprofit manager/director providing legal services and consulting services. He has given lectures on Social Security, Social Security disability, Medicaid and federal court litigation. Mr. Pantos earned his M.S. degree from Indiana University School of Public and Environmental Affairs and his J.D. degree from Indiana University - Bloomington School of Law. He is a member of the Nebraska State Bar Association and is listed as a business partner consultant with the Nonprofit Association of the Midlands.
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.
JERRY E. SHILES is the managing member of the Oklahoma City law firm of Parman & Easterday, where his practice is concentrated in the areas of elder law, Medicaid, VA, estate planning, probate and trust administration. Mr. Shiles has lectured extensively to professional groups in the U.S., Europe and Japan. He has published numerous articles and treatises and also is a co-author of the Oklahoma Bar Association's Family Law Section Practice Manual and co-author of the book, Estate Planning Basics: A Crash Course in Safeguarding Your Legacy. Mr. Shiles is a member of the American, Oklahoma County and Oklahoma bar associations; State Bar of Nevada; District of Columbia Bar; the National Academy of Elder Law Attorneys; Oklahoma City Tax Lawyers; the Planned Giving Council of Oklahoma; the Oklahoma City Estate Planning Council; and a fellow of the American Academy of Estate Planning Attorneys. He is admitted to practice before the Federal District courts; the 9th, 10th and Federal Circuit courts of Appeal; the U.S. Tax Court; the U.S. Court of Appeals for the Armed Forces; the U.S. Court of Federal Claims; the U.S. Court of Customs and Patent Appeals; and the U.S. Court of International Trade. Mr. Shiles is a recipient of the IRS Certificate of Recognition, Department of Defense Distinguished Civilian Service Award and Legion of Merit, and the ABA Distinguished Service Award. He earned his B.S. degree, dean's list, from the University of Nevada; his J.D. degree, with honors, from the University of Utah; his LL.M. degree from The Judge Advocate General's School-Army, University of Virginia; a certificate in German from the University of Connecticut; and his master's degree from the United States Army War College.
$379 / Each Additional
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