CLE on Elder Law and Medicaid Planning: Everything You Need to Know
The National Business Institute is holding a conference entitled, Elder Law and Medicaid Planning: Everything You Need to Know, which will take place on Wednesday, September 27, 2017, at the Hilton Garden Inn Rochester Downtown in Rochester, NY. Provided below is a description of the event:
Program Description
Everything You Need to Know to Represent Elderly Clients
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? Join our expert faculty for two days of intensive study on planning and coordinating government benefits, and emerge better prepared to face the challenges of today’s Medicaid and elder law practice. Register today!
- Get two full days of estate planning training, so you can help clients protect assets and qualify for continuing care benefits.
- Review medical and financial Medicaid eligibility criteria in detail.
- Explore new continuing care options that allow for more independence.
- Find new LTC funding sources to help clients maintain the quality of life they’re used to.
- Get solutions to real-life ethical dilemmas often faced in elder law practice.
- Plan for the tax consequences of asset transfers on spenddown requirement compliance.
- Minimize Medicaid estate recovery through intricate understanding of the process.
- Make better use of special needs trusts.
Who Should Attend
This basic-to-intermediate level two-day seminar is designed for:
- Attorneys
- Estate and Financial Planners
- Trust Officers
- Paralegals
- Accountants
- Tax Preparers
- Nursing Home Administrators
Course Content
DAY 1
- Medicaid Benefits and Eligibility Rules
- Preserving Family Assets When Qualifying for Medicaid
- Medical and End-of-Life Decisions
- Medicaid Application Procedure and Tactics
- Ethical Dilemmas
DAY 2
- Long-Term Care Planning: Types, Cost, and Funding Options
- Tax Considerations
- Powers of Attorney
- Special Needs Trusts: Creation, Taxation, Administration
- Medicaid Post-Eligibility Issues
Continuing Education Credit
Continuing Legal Education
Credit Hrs State
CLE 14.40 – NJ*
CLE 14.00 – NY*
CLE 12.00 – PA*
Continuing Professional Education for Accountants – CPE for Accountants: 14.00 *
National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 14.00 *
* denotes specialty credits