CLE on Medicaid Planning: Top Asset Tactics
The National Business Institute is a holding a teleconference entitled, Medicaid Planning: Top Asset Tactics, on Thursday, September 20, 2018, at 10:00 a.m. – 11:30: a.m. Central Time. Provided below is a description of the event:
Program Description
Top Asset Protection Approaches for Medicaid Planning
Medicaid is often the only way for middle-class Americans to afford nursing home care. This strategic briefing offers practical techniques for making the best use of the major Medicaid planning technique: maximizing exempt assets. Choose and use the best tools for protecting your clients’ assets while qualifying them for benefits – register today!
Find new effective ways to maximize exempt asset purchases.
Learn how to handle changes in asset value.
Identify and avoid asset techniques that do NOT work.
Who Should Attend
This legal course offers Medicaid strategies that will benefit attorneys. It may also be of interest to social workers, accountants, geriatric care managers, investment advisers, insurance professionals and paralegals.
Course Content
Maximizing Exempt Asset Purchases
Making Certain Asset Transfers Don’t Trigger Penalty Period
Strategic Asset Valuation and Dealing with Value Increases Overtime
Burial Plots and Pre-Paid Funeral Contract Tactics
Medicaid Trade Secrets and Life Estates
Retirement Funds Techniques
Non-Marketable Assets in Strategies Medicaid Planning
Making Certain Life Insurance Policies, Investments, and Money Market Accounts Don’t Derail the Plan
Continuing Education Credit
Continuing Legal Education
Credit Hrs State
CLE 1.50 – AK
CLE 1.50 – AL
CLE 1.50 – AR
CLE 1.50 – AZ
CLE 1.50 – CA
CLE 2.00 – CO
CLE 1.50 – CT
CLE 1.50 – DE
CLE 2.00 – FL*
CLE 1.50 – GA
CLE 1.50 – HI
CLE 1.50 – IA
CLE 1.50 – ID
CLE 1.50 – IL
CLE 1.50 – IN
CLE 1.50 – KS
CLE 1.50 – KY
CLE 1.50 – LA
CLE 1.50 – ME
CLE 1.50 – MN
CLE 1.80 – MO
CLE 1.50 – MP
CLE 1.50 – MS
CLE 1.50 – MT
CLE 1.50 – NC*
CLE 1.50 – ND
CLE 1.50 – NE
CLE 1.50 – NH
CLE 1.80 – NJ
CLE 1.50 – NM
CLE 1.50 – NV
CLE 1.50 – NY*
CLE 1.50 – OH
CLE 2.00 – OK
CLE 1.50 – OR
CLE 1.50 – PA
CLE 1.50 – RI
CLE 1.50 – SC
CLE 1.50 – TN
CLE 1.50 – TX*
CLE 1.50 – UT
CLE 1.50 – VA
CLE 1.50 – VT
CLE 1.50 – WA
CLE 1.50 – WI
CLE 1.80 – WV
CLE 1.50 – WY
Continuing Professional Education for Accountants
Credit Hrs State
CPE for Accountants 1.50 – AZ
CPE for Accountants 1.50 – NY*
CPE for Accountants 1.50 – WA
CPE for Accountants 1.00 – WI
National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 1.50 *
* denotes specialty credits