Total Credits: 1 including 1 Specialized Knowledge - Technical
There are a wide variety of legal issues involved when caring for a loved one. These issues are overly complex. They range from medical decision and financial issues and managing one’s incapacity. This workshop will explore everything from proactive planning to crisis planning. We will discuss probate court issues, such as guardianships, conservatorships, durable powers of attorney and advance directives. Additionally, you will learn how to use proactive estate planning to protect assets from Medicaid. However, this workshop is not a wills and trusts presentation. This workshop is necessary for everyone who work with financial issues in dealing with the cost of care such as accountants, financial planners as well as all caregivers and anyone confronted with a health challenge.
This program will cover the basics of what Medicaid and Medicare are and how they work. It will also unravel the Medicaid myths associated with nursing homes and Medicaid; including the ability to gift money, the look-back period, lady bird deeds, half-a-loaf, the Sole Benefit Trust, and the new name of the check strategy. You will learn how to protect most if not all of a married couples’ assets and a majority of assets of a single person.
The goal for everyone is to ensure that we all receive the greatest quality of care at the least cost to the family in the least restrictive setting. With the knowledge you gain from this program you will accomplish this goal.
Recognize how caring for a loved one should not cost the savings of a lifetime. Discover strategies that permit married couples to protect most or all their assets and single persons a majority of their assets. Underline that it is critical to plan proactively correctly with durable power of attorneys for medical and financial decisions.
|Important CPA Credit Instructions READ BEFORE WEBCAST UPDATED (487.5 KB)||Available after Purchase|
|Elder Law Handout (2.9 MB)||Available after Purchase|
Don L. Rosenberg is a shareholder at Barron, Rosenberg, Mayoras & Mayoras. He has more than 35 years of experience practicing law and focuses on estate planning, elder law, Medicaid planning, Veteran's benefits, end of life care and special needs planning. Don blends solid experience with a keen sensitivity and awareness to the emotional challenges that families experience when planning for the care of their elderly loved ones and for those with special needs. He established an expertise in elder law before the "elder law" term was coined and helped found The Center for Elder Law, a renowned division of BRMM. Don has received numerous awards and recognitions for his work in the elder law and elder care fields.
He speaks extensively for a number of reputable organizations including the Alzheimer's Association, MICPA, Parkinson's support groups, Merrill Lynch, DFCU and other financial adviser and brokerage firms.
Tue, Dec 12, 2023 - 12:00pm to 01:05pm EST
Anyone in the financial or accounting industry. Also, this is for all caregivers and those confronted by health challenges.
Please contact Anne Taylor for any complaints. firstname.lastname@example.org, (972-377-8199).
Business Professionals' Network, 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
Group Internet Based
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