North Carolina Medicare and Medicaid Planning Update
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Streamable MP4/PDF
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USB MP4/PDF
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Agenda
Webinar instructions will be emailed before the date of the webinar.
Please log into the webinar 15 – 30 minutes before the start time.
Thursday, October 31, 2024
9:00 am – 4:00 pm EDT
Medicare: Addressing Clients’ Basic Questions
Presented by: Amanda Owens
- Medicare basics
- Long-term care problem
- Part B enrollment
- Medicare Advantage
Financial Planning for the Elderly and Disabled
Presented by: Rebecca Daddino
- Asset protection: estate planning considerations
- Exempt or excluded assets
- Using trusts and advanced planning techniques
- New legislative changes and potential problems
North Carolina Medicaid: The Alternative to Private Pay Options
Presented by: Rebecca Daddino
- Qualification and benefits
- The application process
- Attribution process for married applicants
North Carolina Medicaid Planning
Presented by: James Fleming
- Asset transfers
- Irrevocable trusts
- Income planning
Planning Tools for Incapacity
Presented by: Mallory Horne
- Durable powers of attorney
- Healthcare directives
- Guardianships
Handling Ethical Issues in Representation of the Elderly
Presented by: Amanda Owens
- 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
Attorneys
Pending
Accountants
7.2 CPE Hours
Continuing Education Credit Information
This webinar is open to the public and is designed to qualify for 6.5 CLE hours, including 1.0 ethics hour, for North Carolina attorneys.
This webinar offers accountants 7.2 CPE credit hours (based on 50-minute hours) of intermediate-level group internet based CPE credits in the area of Specialized Knowledge. Knowledge of Medicare and Medicaid 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.
This webinar has been submitted to the North Carolina State Bar Board of Continuing Legal Education for CLE accreditation which is currently pending. Please visit this course listing at www.halfmoonseminars.org for updates on pending credits.
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; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.
Speakers
Rebecca Daddino
Attorney with the Monk Law Firm PLLC offices in Fort Mill and Charlotte, SC.Ms. Daddino focuses her practice on Elder Law, Estate Planning, and Guardianships. She developed her passion for assisting the elderly due to her upbringing surrounded by aging family members, including being raised with the help of not only a great-grandmother, but also her maternal grandparents. Ms. Daddino attended Wake Forest University School of Law and is licensed in both North Carolina and South Carolina. She is a member of the National Academy of Elder Law Attorneys (NAELA) and presently serves on the board of the North Carolina Chapter. Ms. Daddino is also a member of the North Carolina Bar Association Estate Planning and Fiduciary Law Section and serves as a Council Member for the North Carolina Bar Association Elder Law Section. In South Carolina, she is a member of the South Carolina Chapter of NAELA and serves on the South Carolina Bar Elder Law Committee.
James B. Fleming
Attorney with Strauss Attorneys, PLLCMr. Fleming’s main areas of practice include Estate Planning, Medicaid & Elder Law, Probate and Trust Administration, and Business and Corporate Law. While in college, he worked as a weekend event planner at a local nursing home where he was motivated to become an attorney after witnessing nursing home residents struggle to navigate through their Medicaid and Medicare issues. Mr. Fleming earned his B.A. degree from Georgia College and his J.D. degree from Wake Forest University School of Law.
Mallory Horne
Attorney and Founder of Law Office of Mallory HorneMs. Horne specializes in guardianship, estate and trust litigation. She volunteers with the Corporation of Guardianship, providing pro bono legal services through the Corporation of Guardianship to vulnerable older adults. Ms. Horne is an experienced and seasoned litigator and a fierce advocate for elder abuse and exploitation victims. In June 2023, the Guilford County Family Justice Center recognized her as its 2023 Elder Justice Champion. Ms. Horne earned her J.D. degree from Elon University.
Amanda Owens
Attorney with White & AllenMs. Owens is a Board Certified Specialist with the North Carolina State Bar in the area of Elder Law. She also assists clients with Special Needs Planning. Ms. Owens centers her practice on advocacy for older persons, persons with special needs, their representatives, and families. She offers advice for personal and health care planning for long-term care needs; asset protection and navigating the laws governing Medicare and Medicaid; litigation and administrative advocacy for those seeking public benefit and those who are victims of elder abuse (financial or consumer fraud); special needs counseling including Special Needs Trusts and other related issues. Ms. Owens practice area also encompasses Incompetency and Guardianship matters which often include children with disabilities transitioning to adulthood and continued advocacy of their specific needs. She is accredited for the preparation, presentation and prosecution of claims for veteran’s benefits before the Department of Veterans Affairs and as a Veteran Marine spouse is proud to serve military families to receive benefits earned. Ms. Owens earned her B.A. degree, magna cum laude, from The Ohio State University and her J.D. degree from the University of Toledo College of Law.
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