ELDER LAW: Medicaid Planning for Long-Term Care, Asset Protection, and Tax Strategies training seminars presented by NBI Inc. register now on FindaSeminar.com

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ELDER LAW: Medicaid Planning for Long-Term Care, Asset Protection, and Tax Strategies  

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This basic-to-intermediate level seminar offers practical strategies for using Medicaid, veterans benefits and other planning methods to fund long-term care. It will benefit: Attorneys, Paralegals, Estate and Financial Planners, Trust Officers, Accountants and CPAs

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Seminar Summary:

Our faculty offer their experience-wrought techniques for qualifying clients for benefits while preserving their wealth. Don't miss this opportunity to get up to speed (see full course description)

 

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Training Course Syllabus:


Help Your Clients Prepare for Future Continuing Care Needs
With growing numbers of baby boomers entering retirement age, there is both need and new opportunities for long-term planning for health and continuing care benefits. Are you up to date on the latest and most effective elder law procedures and strategies? Our faculty offer their experience-wrought techniques for qualifying clients for benefits while preserving their wealth. Don't miss this opportunity to get up to speed - register today!

  • Make the best use of LTC funding options and strategies, including Medicaid planning and creating special needs trusts.
  • Find out how to interpret current Medicare rules and limitations.
  • Learn how to handle various asset transfers to protect your clients' interests while still qualifying them for Medicaid.
  • Identify when to use private or commercial annuities in Medicaid planning.
  • Explore effective ways of protecting your client's home.
  • Get an experienced guide to help you navigate the pros and cons of living wills.
  • Understand planning for elderly individuals to avoid estate taxes.


MORNING SESSION:
9:00 - 10:30 and 10:45 - 12:15, Joseph M. Placer Jr.

WILLS

  • Checklist for Gathering Client Information
  • Must-Have Provisions - Drafting Do's and Don'ts
  • Building Flexibility Into the Plan - Checklist of Special Provisions
  • Methods of Designating Fiduciaries
  • Keeping the Clients Current on Their Wills
  • Educating Your Clients on the Harm of Writing Someone Out of the Will
  • Practical Pointers and Sample Will Review
ANNUAL EXCLUSION GIFTING
  • Determining Recipients of the Gifts
  • Choosing Assets for Annual Gifting
  • Minimizing Gift and GST Taxes
  • Reporting to the IRS
  • Maximizing Annual Exclusion and Lifetime Exemption Gifting
  • Gifting Techniques
DONATIVE AND CHARITABLE GIVING
  • Overview of the Wealth Transfer Charitable Tax Deduction
  • Helping the Client Choose a Qualified Charity
  • Requesting Donation Confirmation Documents from Charity
IRREVOCABLE LIFE INSURANCE TRUSTS
  • Trusts for Children
  • Single Life and Second to Die Trusts
  • Hanging and Flexible Crummey Powers
  • Assets to Place in Trust
  • Trusts vs. LLC/Partnership
TAX CONSIDERATIONS
  • Impact of Sunset of 2001 Bush Tax Reductions
  • Exemptions from Federal Estate Taxes
  • Impact on Step-Up in Basis for Capital Gains Taxes
  • Sensible Planning for Elderly Individuals to Avoid Estate Taxes

AFTERNOON SESSION:
1:15 - 2:30 and 2:45 - 4:30, Steven M. Jankower

DURABLE POWERS OF ATTORNEY AND ADVANCE MEDICAL DIRECTIVES

  • General Powers of Attorney
  • Medical Powers of Attorney and HIPAA
  • Pros and Cons of Living Wills
FUNDAMENTALS OF MEDICAID PLANNING IN LOUISIANA
  • Medicaid in Louisiana - Individuals in Need of Benefits Can Qualify if They are Willing to Wait
  • Louisiana's Forced Heirship Laws Make Medicaid Planning Critical
  • Medicare and Medicaid - They May Sound the Same but They're Not
  • Can a Medicaid Recipient Own Assets and Still Qualify for Benefits?
  • Congress Passes Sweeping Changes in Medicaid Eligibility Rules - The Deficit Reduction Act of 2005
  • "Why Can't We Give it Away?" - Donating Assets Can Trigger Stiff Medicaid Penalties
  • Medicaid Estate Recovery - When the Government Wants it Back
  • Medicaid Planning for Long-Term Care of a Spouse
  • Common Myths and Misconceptions About Medicaid Planning
  • Legality of Medicaid Planning - Do Granny and Her Attorney Go to Jail?
CREATING SPECIAL NEEDS TRUSTS IN LOUISIANA
  • Advantages and Disadvantages of Special Needs Trusts
  • Determining if a Special Needs Trust is Right for Your Client's Needs
  • Medicaid Planning and OBRA '93
    • Changes Made by OBRA '93 Legislation
    • Applicability to Trusts
    • Exceptions - "Under Age 65 Disability Trusts" and Pooled Account Trusts
  • Establishing Special Needs Trusts With Disabled Individual's Assets and Personal Injury Awards
    • Recommendations
    • Selection of Trustee
  • Establishing Special Needs Trusts With Assets of Parents or Third Parties
    • Requirements
    • Should Trust Be Established Inter Vivos or by Testament?
    • Placement of Forced Heir's Interest in Trust
    • Providing for Shifting of Interests to Substitute Beneficiary
  • Final Thoughts

Seminar Summary:

Our faculty offer their experience-wrought techniques for qualifying clients for benefits while preserving their wealth. Don't miss this opportunity to get up to speed (see full course description)

print this agenda print agenda for the ELDER LAW:  Medicaid Planning for Long-Term Care, Asset Protection, and Tax Strategies training seminar

 view dates and locations for this seminar

 

 

 

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