Effective Medicaid and Long-Term Care Strategies Seminar training classes conferences & workshops presented by NBI Inc. register for training on FindaSeminar.com

Home

Add your seminars

Training Calendar Creator Seminar Venues Training Provider Directory
 

New Seminar Search:  

 

Helpful links

find similar training...
Search by state...
Customer Support


Do you need help finding the right class, date, or location or other assistance?

Request information about upcoming training seminars workshops and conferences in   and other cities listed on FindaSeminar.com Submit a support request and receive a prompt reply.

We guarantee this NBI Inc. training seminar

We are an authorized partner of NBI Inc.

 

Price protection. The price to attend Effective Medicaid and Long-Term Care Strategies is set by the training providerThere is no added charge for our services.

We honor most training provider coupons
*.   Call  a representative to see if your discount coupon applies.


Privacy. Your personal information won't be shared with anyone but the training provider NBI Inc..


Security. When you register for this seminar on FindaSeminar.com your personal data and payment information is safely collected and processed using secure SSL encryption technology.

Flexibility. FindaSeminar.com offers you three ways to register for Effective Medicaid and Long-Term Care Strategies seminar by NBI Inc..
Register online, by phone (800) 349-1935,or fax (800) 712-5569
Who should attend Effective Medicaid and Long-Term Care Strategies
This basic-to-intermediate level seminar will provide instruction on how to create effective estate plans for elderly clients. The following professionals will benefit from this program: Attorneys, Accountants, Presidents and Vice Presidents, Paralegals, Estate and Financial Planners, Case Managers, Nursing Home Administrators
Reviews
Write and read NBI Inc. reviews and reviews about the training seminar Effective Medicaid and Long-Term Care Strategies on the Seminar News Network and the Training News Network.
 

Frequently asked questions and registration options for the training seminar Effective Medicaid and Long-Term Care Strategies

 
Find Training Near You
Use our clickable map to find training near you
Use Our Clickmap
 
hotel seminars meeting space directory
hotel meeting space training facilities restaurant and lodging

 
 
 

request on site training details for the Effective Medicaid and Long-Term Care Strategies seminarRequest on site training

Effective Medicaid and Long-Term Care Strategies  

 Email information about this seminar Effective Medicaid and Long-Term Care Strategies by NBI Inc. to yourself your manager or associatesEmail this event... View and register for other training seminars like Effective Medicaid and Long-Term Care Strategies by NBI Inc. on FindaSeminar.com See similar training.. Find and register for other training seminars by NBI Inc. on FindaSeminar.com Other seminars from NBI Inc.

By:

training seminars by NBI Inc. NBI Inc.   

For:

This basic-to-intermediate level seminar will provide instruction on how to create effective estate plans for elderly clients. The following professionals will benefit from this program: Attorneys, Accountants, Presidents and Vice Presidents, Paralegals, Estate and Financial Planners, Case Managers, Nursing Home Administrators

Cost:   

see Registration info for seminar cost, group discount etc.

Seminar Summary:

This seminar will give you the skills required to create an estate plan that meets your clients' needs. (see full course description)

 
 
 

 Seminar / Training class dates & locations

 

 

No seminar dates for this event are currently scheduled.  Please use the seminars search box above or choose one of the following additional training search options to find similar training.

Providers course catalog

Find seminars by state

Find seminars by city

Request on site training

Use Advanced Search


 

 
 

print the agenda print agenda for the Effective Medicaid and Long-Term Care Strategies seminar

 

Training Course Syllabus:


Protect Your Clients' Assets and Provide the Services They Need

The cost of long-term care can consume a person's assets if a carefully drafted estate plan is not in place. This seminar will give you the skills required to create an estate plan that meets your clients' needs. Become prepared - register today!

  • Draft an estate plan to secure your clients future using our sample forms and letters.
  • Ensure that the client's wishes will be carried out - through appropriate asset titling, the will, a durable power of attorney and advanced directives.
  • Preserve the client's assets through the use of irrevocable trusts, annuities, life insurance, retirement accounts and gifting methods.
  • Avoid ethical issues when representing elderly and incapacitated clients with due diligence.
  • What does your client qualify for? Help your clients with their financial and estate planning by learning how to differentiate between Medicare, Medicaid and Long Term Care Insurance.
  • Don't let excess assets impact Medicaid eligibility: advise clients on how to legally dispose of assets.


  1. HOW TO PAY FOR LONG-TERM CARE
    9:00 - 9:15, Ronald Fatoullah
    1. Private Pay
    2. Long-Term Care Insurance
    3. Medicare
    4. Medicaid
  2. LONG-TERM CARE INSURANCE
    9:15 - 10:00, Ronald Fatoullah
    1. What is Long-Term Care Insurance?
    2. Understanding Long-Term Care Insurance Options
    3. The New York State Long-Term Care Partnership Policy
    4. New Partnership Policy Provisions of the Deficit Reduction Act of 2005 ("DRA")
  3. MEDICAID HOME CARE PROGRAM
    10:00 - 10:20, Ronald Fatoullah
    1. Exempt Assets
    2. Treatment of Assets and Income
    3. Pooled Income Trust
  4. MEDICAID NURSING HOME BENEFITS
    10:35 - 11:45, Ronald Fatoullah
    1. Asset and Income Levels
    2. Eligibility Rule Prior to the DRA
    3. The Three and Five Year Look-Back
    4. Calculating the Penalty Period Before and After the DRA
    5. Exempt Transfers
  5. WHAT TO DO WHEN A SPOUSE IS CONFRONTING HEALTH ISSUES
    11:45 - 12:30, Ronald Fatoullah
    1. Asset Titling - Deed, Bank Accounts, and Life Insurance
    2. Changing the Will and Trust to Exclude the Disabled Spouse
    3. Durable Powers of Attorney - Gift Giving and Other Needed Powers
    4. Advanced Directives - Healthcare Proxies and Living Wills
    5. Avoiding the Pitfalls of Guardianships
    6. Spousal Refusals and Spousal Lawsuits
  6. QUALIFYING A CLIENT FOR MEDICAID
    1:30 - 2:00, Marc Alhonte
    1. The Medicaid Interview
      1. What to Ask
      2. Defining the Goals of the Client
    2. Medicaid Need Criteria
    3. Economic Need Criteria
  7. USE OF TRUSTS, ANNUITIES AND OUTRIGHT GIFTS TO PROTECT ASSETS
    2:00 - 3:00 Marc Alhonte
    1. Drafting the Irrevocable Trust
    2. Impact of Medicaid Issues in Drafting Trusts
    3. Revocable vs. Irrevocable Life Estate - Current Gifting Guidelines
    4. Gift Tax Issues
    5. Protecting Assets for a Disabled Child
  8. PROTECTING THE FAMILY HOME
    3:15 -4:00, Marc Alhonte
    1. $500,000 Home Equity Limitation Under the DRA
    2. Transferring the Home Subject to a Life Estate
    3. Transferring the Home to an Irrevocable Trust
    4. Estate Recovery
  9. ETHICAL CONSIDERATIONS WHEN REPRESENTING THE ELDERLY CLIENT
    4:00 -4:30, Marc Alhonte
    1. Acting Within the Lawyer's Expertise
    2. Avoiding Conflict Between Spouses' Interests
    3. Competency of the Client
    4. Maintaining Due Diligence in Completing Paperwork When Representing the Elderly or Ill Client

Seminar Summary:

This seminar will give you the skills required to create an estate plan that meets your clients' needs. (see full course description)

print this agenda print agenda for the Effective Medicaid and Long-Term Care Strategies training seminar

 view dates and locations for this seminar

 

 
 
 NBI Inc. training and seminar course catalog

Click any title to view upcoming NBI Inc. training event dates and locations, class syllabus and other seminar details

 

     
 

 
     

 

  Also try the advanced seminar search tool

   FindaSeminar HomeComputer Training

unix training
training classes

 © 2002-2018 FindaSeminar.comô All Rights Reserved.  Terms of Use |  Privacy Policy |  Training News Network