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Medicaid Lookback Rules and Planning - Atlantic City, NJ

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National Business Institute
August 17, 2018

Please click here for more information or to register.

PROGRAM DESCRIPTION

Make Certain Your Clients' Long Term Care Needs Are Met

The requirements for Medicaid eligibility are strict, and protective planning is tricky. How does your understanding of Medicaid planning stack up? Join us at this focused seminar to get the answers you need about this complex area of practice. Register today!

WHO SHOULD ATTEND

This intermediate level program addresses key questions involved in elder planning and is designed for attorneys. It will also benefit accountants, estate and financial planners, life care planners, and paralegals.

COURSE CONTENT

  1. The Lookback Period and Qualifying Asset Transfers Rule
  2. Protecting the Spouse and the Home
  3. Irrevocable Trusts in Medicaid Planning
  4. Legal Ethics
  5. Penalty Period for Improper Transfers

CREDITS

Continuing Legal Education

Credit Hrs State
CLE 7.20 -  NJ*
CLE 7.00 -  NY*
CLE 6.00 -  PA*

Financial Planners – Financial Planners: 7.00

National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 7.00 *

TIME

9:00 a.m. - 4:30 p.m. 

LOCATION

Sheraton Atlantic City Convention Center Hotel | Atlantic City, NJ 

SPEAKERS

Practice Areas

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