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Presenter: Timothy F. McCurdy and 3 more

Seminar Date:

Seminar Location: Online

This seminar is closed or full.

Agenda:

Webinar instructions will be emailed before the date of the webinar.

Log into Webinar:                8:00 - 8:30 am

Morning Session:                8:30 am - 12:15 pm

Break:                                 12:15 – 1:15 pm

Afternoon Session:             1:15 - 4:40 pm



The Silver Tsunami: An Overview of Paying for Long-Term Care
T. McCurdy

   Coming crisis in providing and paying for long-term care for our aging population

   Range of housing and care options for seniors

   Methods used to pay for housing and long-term care, including private pay, long-term care insurance, Medicaid, and VA benefits

   Role of elder law lawyers, financial planners, geriatric care managers, and certified senior advisers


Long-Term Care Insurance and Hybrid Products
T. Schulze

   The challenges and evolution of traditional long-term care insurance

   Hybrid life insurance with long-term care riders

   Additional sources of long-term care coverage


Medicaid Eligibility and the Application Process
T. McCurdy

   Non-financial eligibility requirements

   Income eligibility

   Asset eligibility

   Keeping millionaires off of Medicaid – the look back period and transfer penalties

   Understanding the application process


Medicaid Planning Options
T. McCurdy

   Pre-need planning with irrevocable trusts

   Permissible transfers that can be made without a transfer penalty

   Purchase strategies to maximize the “spend-down” of assets

   Payment strategies that avoid a transfer penalty

   Methods to compensate children for providing care to their parents

   Using Medicaid compliant annuities and promissory notes in Medicaid planning


Medicaid Planning for Married Couples -You Do Not Need to Get Divorced!
T. McCurdy

   Division of assets - how much can the community spouse keep?

   Planning strategies to implement the division of assets

   Using the monthly needs allowance to help your clients


Understanding Special Needs Trusts and ABLE Accounts
S. Tucker

   Benefits available to individuals with special needs

   Types of special needs trusts and how they protect those benefits

   Special needs trust administration to preserve benefits

   ABLE accounts


Overview of VA Benefits for Long-Term Care
B. Quinn

   Overview of VA benefits and eligibility requirements

   Significant changes to eligibility for “aid and attendance”

   Planning strategies for veterans




Webinar Instructions

Each webinar session earns continuing education credit and can be registered for individually. All attendees must log-on through their own email – attendees may not watch together if they wish to earn continuing education credit. HalfMoon Education Inc. must be able to prove attendance if either the attendee or HalfMoon Education Inc. is audited.


Certificates of completion will be provided for each webinar attended and will be sent via email in PDF form about five business days after the conclusion of the series.


Webinars are presented via GoToWebinar, an easy-to-use application that can be run on most systems and tablets. Instructions and login information will be provided in an email sent close to the date of the webinar. It is highly recommended that you download, install and test the application before the webinar begins by clicking on the link in the email.

GoToWebinar App requirements: 
Windows 7 - 10 or Mac OSX Mavericks (10.9) - macOS Catalina (10.15)


Web Browser:
The two most recent version of the following browsers:
Google Chrome, Mozilla Firefox, Apple Safari, Microsoft Edge
Internet Explorer v11 (or later) with Flash enabled


Internet connection:
 Minimum of 1Mbps       Hardware: 2GB RAM or more


For more information, visit the Support section at www.gotowebinar.com.

Credit Information:

Who Should Attend

  • Accountants/CPAs
  • Attorneys

Accountants
     8.0 CPE Hours

Attorneys
     8.0 Missouri CLE Hours



Continuing Education Credit Information

This seminar is open to the public and provides continuing education credit to accountants and Missouri attorneys.

The Missouri Board of Accountancy accepts CPE courses from providers that are members of the National Association of State Boards of Accountancy (NASBA) National Registry of CPE Sponsors. This course offers 8.0 CPE credit hours in the area of Specialized Knowledge. Experience in Medicare/Medicaid and/or long-term care insurance is beneficial, and no advance preparation is recommended.

HalfMoon Education 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. Sponsor No. 103015.

The Missouri MCLE Board has approved this event for 8.0 CLE hours for attorneys.

Attendance will be monitored throughout the webinar, and attendance certificates will be available following the successful completion of the webinar and the knowledge-retention quiz (multiple attempts allowed) that follows the instructional period of the webinar.

Speakers:

Timothy F. McCurdy

Timothy F. McCurdy is an elder law attorney who practices at Lashly & Baer in St. Louis. Mr. McCurdy helps seniors protect their life-savings while ensuring access to the health care they need. He is a board member of the Missouri Chapter of the National Academy of Elder Law Attorneys. Mr. McCurdy is a frequent presenter on elder law planning, and he focuses his practice on Medicaid eligibility and planning.

Brian G. Quinn

Brian G. Quinn is the owner of Quinn Estate and Elder Law in St. Louis. He serves individual and business clients in a variety of legal matters, especially in the areas of estate planning, asset protection planning, Medicaid planning, VA benefits, and elder law. Mr. Quinn has assisted in the prosecution of hundreds of claims for government benefits, including veterans pension and Medicaid claims, on behalf of his clients. He has also assisted in training other attorneys throughout the United States in doing the same. Mr. Quinn is a recent president of the Missouri chapter of the National Academy of Elder Law Attorneys. he is a frequent lecturer on the areas of estate planning, asset protection planning, Medicaid planning, VA benefits, and elder law.

Timothy B. Schulze, CLTC

Timothy B. Schulze, CLTC, is the owner and senior financial and life insurance advisor at Pioneer Wealth Management. Mr. Schulze has attained his certification in long-term care by exhibiting proficiency in long-term care services, Medicare, Medicaid, veterans benefits, self-funding, and long-term care insurance.

Sheri J. Tucker

Sheri J. Tucker is the founder and owner of Tucker Legal Services, LLC, where she practices in the areas of estate planning, elder law, and disability law needs. Ms. Tucker partners with The Down Syndrome Association of Greater St. Louis, giving to the organization each month to support families and individuals with disabilities. She is admitted to practice in Missouri and Arkansas, and before the United States District Court for the Eastern District of Missouri. Ms. Tucker is a member of the American Bar Association, the National Academy of Elder Law Attorneys, and The Missouri Bar. She earned her B.A. degree from Cameron University, her M.S. degree from East Central University, and her J.D. degree from the University of Arkansas.

Tuition Costs:

Standard Tuition: $299.00
Online Tuition (pre-registration): $299.00
Group Prices
3 or more people each: $279.00

Each registration includes one copy of a manual prepared by the seminar speakers.