Agenda

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

Please log into the webinar 15 – 30 minutes before the start time.

Tuesday, October 29, 2024
9:00 am – 4:00 pm EDT

 

Medicare: Addressing Clients’ Basic Questions
Presented by: Jacob Lynch

  • Medicare basics
  • Long-term care problem
  • Part B enrollment
  • Medicare Advantage

Financial Planning for the Elderly and Disabled
Presented by: Tina M. Patterson

  • Asset protection: estate planning considerations
  • Exempt or excluded assets
  • Using trusts and advanced planning techniques
  • New legislative changes and potential problems

Overview of the Nursing Home Medicaid Program in Michigan
Presented by: John Yonkers III

  • Preplanning for Medicaid qualification
  • The application process
  • Traps to avoid

Michigan Medicaid Planning
Presented to: Shannon DeWall

  • Asset transfers
  • Irrevocable trusts
  • Income planning

Planning Tools for Incapacity
Presented by: Jacob Lynch

  • Durable powers of attorney
  • Healthcare directives
  • Guardianships

Handling Ethical Issues in Representation of the Elderly
Presented by: Terrence G. Quinn

  • Identifying the client
  • Preventing conflicts of interest
  • Determining client capacity
  • Maintaining client confidentiality

   

Webinar Instructions

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 can be downloaded in PDF form upon passing a short quiz. A link to the quiz will be sent to each qualifying attendee immediately after the webinar. The certificate can be downloaded from the Results page of the quiz upon scoring 80% or higher.

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

Credits

Accountants
7.2 CPE Credits

Attorneys
6.0 Hour Learning Opportunity

 

Continuing Education Credit Information

This webinar is open to the public and is designed to qualify for 7.2 CPE credits for Michigan accountants and provides a 6.0-hour learning opportunity to attorneys licensed in Michigan.

This webinar is open to the public and offers accountants 7.2 CPE credit hours (based on 50-minute hours) of intermediate-level group internet based CPE credits in the area specialized knowledge. Knowledge of Medicaid and Medicare programs is beneficial, and no advance preparation is recommended. NASBA Sponsor No. 103015.

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.

Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).

On-Demand Credits

The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and may not qualify for the same credits.

Speakers

Shannon DeWall

Attorney with the Law Office of Shannon DeWall PLLC.

Ms. DeWall is an experienced elder law and estate planning attorney who focuses her practice on Medicaid planning and asset protection.  Her practice is dedicated to providing comprehensive elder care services that prioritize her clients’ quality of life, asset preservation, and peace of mind.  Ms. DeWall’s commitment to empowering families during vulnerable times has made her a trusted advisor in the field. She is a member of the Elder Law and Disability Rights Section of the State Bar of Michigan, the National Academy of Elder Law Attorneys, and the Life Care Planning Law Firms Association.  She frequently speaks at conferences, sharing her expertise to help clients and fellow attorneys understand the intricacies of long-term care planning. Ms. DeWall earned her J.D. degree from Western Michigan University Cooley Law School.

Jacob D. Lynch

Partner with Ryan & Lynch

Mr. Lynch focuses in the areas of estate planning, probate, business and corporate planning, elder law, asset protection, residential and commercial real estate, and related litigation. He represents many of the law firm’s transactional clients, helping individuals create estate plans, start businesses, and buy and sell real estate. Mr. Lynch enjoys working with clients across the wealth spectrum, helping them avoid a costly probate process and simplify the management of assets during their lifetimes. He has helped clients with hundreds of acres in land holdings, family camps, large investment and retirement accounts, vast firearms collections, family conflicts, special needs children, diverse business interests, and more. Mr. Lynch earned his B.S. from Northern Michigan University (with honors), and his J.D. degree from Michigan State University College of Law (with honors).

Tina M. Patterson, Esq.

Principal Attorney with Patterson Justice Counsel, PLLC

Ms. Patterson, Esq. is a distinguished attorney who is the Principal Attorney of the esteemed law firm Patterson Justice Counsel, PLLC. She is also the President and Director of Research at The PuLSE Institute, a nationally renowned independent, nonpartisan anti-poverty think tank. Both organizations are headquartered in the historic city of Detroit, Michigan USA. Driven by conviction that the law is an important instrument of justice that can make a positive difference, Ms. Patterson began her legal career as a United States Federal Government Attorney, working for the Social Security Administration (SSA). Serving in one of the Federal Government’s key agencies that administers benefits for millions of Americans, Attorney Patterson trained at SSA Hearing and Appeals Division Headquarters in Falls Church, Virginia, just outside the nation’s capital. In her role at the Social Security Administration, she was designated as an Attorney Advisor to Administrative Law Judges across the United States and United States Territories, including Puerto Rico. Ms. Patterson advised judges and wrote judicial opinions concerning Title II and Title XVI Social Security Benefits, which ensured judicial integrity and the legitimacy of the adjudicative process in the application of the law in granting relief to Social Security beneficiaries. As a veteran legal practitioner, Attorney Patterson leads clients on the transformational journey of becoming the legacy pioneers of their generation through properly and appropriately planning, preparing, protecting, preserving, and passing their valuable assets, financial wealth, and wisdom for the benefit of succeeding generations.

Committed to her craft, Ms. Patterson holds a Certificate of Completion in the Probate and Estate Planning Certification Program through the Institute of Continuing Education in Michigan. A skilled advocate in the courtroom, she is also dedicated to helping clients navigate the difficulties presented by legal challenges and effectively guides and represents them when confronting conflicts in the complex court process. 

Armed with a decade of legal expertise that has placed her at the center of solving some of the most complex legal issues for clients, as well as serving as a public advocate on the issues, Ms. Patterson has built and led influential businesses and nonprofit organizations that have made meaningful and lasting impact. Her work has established her as a prominent woman in executive leadership, including being one of the handful of Black women leading major national think tanks and among the rare 2% of Black women lawyers in the United States. A frequent analyst and sought after speaker on law, public policy, and leadership, Ms. Patterson regularly serves as a panelist and keynote speaker advocating for equitable policies and women in government and business leadership, including The PuLSE Institute’s Global Women’s History Month program with keynote by UN Under-Secretary General, Dr. Natalia Kanem. Her passion for the law, legacy, and leadership, stems from her love of history, and how it can be applied to contemporary issues in order to create a future for the betterment of humanity. Ms. Patterson is the author of many published articles on estate planning, economic policy, and public leadership, and is the author of an upcoming book on the principles to apply for leaving a lasting and transcending legacy, due for release soon.

Terrence G. Quinn

Attorney with The TGQ Firm

Mr. Quinn is a distinguished attorney with over 20 years of expertise in Estate Planning, Probate and Elder Law. His remarkable career is marked by numerous accolades, including multiple recognitions as a Top 10 Attorney in Michigan for Estate Planning and being named one of the Top 100 Attorneys in Michigan by the National Black Lawyers for consecutive years. Beyond his legal accomplishments, Mr. Quinn leadership journey began during his college years when he played football for the University of Michigan. As an active member of the 1997 National Championship football team during his senior year, he demonstrated the same dedication and teamwork that he now brings to his legal practice. He currently serves as the Chair of the Real Property Trusts and Estates Section of the National Bar Association and has been a consistent contributor to Michigan’s Institute for Continuing Legal Education (ICLE), where he also served on the Executive Committee for years. Mr. Quinn’s role as a sought-after speaker by bar associations, Continuing Legal Education organizations and churches nationwide underscores his passion for sharing his extensive knowledge and expertise. In addition to his professional achievements, he is deeply committed to his community, serving as an ordained pastor. Mr. Quinn personal life is equally inspiring, having been married to his beloved wife, Adrienne, for over two decades. Together, they have two wonderful children, Titus and Jaida. His life and career are a testament to high achievement, leadership, and a deep commitment to making a positive impact. Mr. Quinn journey from a national championship football player to a top-tier attorney and community leader exemplifies the heights one can reach with dedication, passion, and a drive to serve others.

John E. Yonkers III

Partner at Brogan & Yonkers, P.C.

Mr. Yonkers main areas of practice are elder law and estate planning. Prior to becoming a lawyer, he worked as a Legal Clerk and has focused his education and practice in the areas of Estate Planning and Elder Law. He is a NAELA member. Mr. Yonkers is passionate about the outdoors and volunteers with the Friends of Harlow Lake trail builders group, the Upper Peninsula Land Conservancy, and the 906 Adventure Team, a youth cycling group where he has served as a coach and on the Board of Directors. Mr. Younkers earned his undergraduate degree in Public Administration from Ferris State University and completed his Juris Doctorate at Thomas M. Cooley Law School.

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