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, July 18, 2024
8:30 am – 4:00 pm EDT

 

Medicare: Addressing Clients’ Basic Questions
Presented by: Michael Lalas

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

Current Options for Paying for Long-Term Care
Presented by: Linda Ershow-Levenberg

  • Private pay sources for long-term care
    •  Long term care (LTC) insurance
    •  LTC annuity (deferred and hybrid)
  • New Jersey Medicaid program
    •  Qualification and benefits
    •  The application process
    •  Special circumstances

Handling Ethical Issues in Representation of the Elderly
Presented by: Constantina Koulosousas

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

Assessing Alternatives to Residential Long-Term Care
Presented by: Stacey M. Edwards

  • New Jersey programs supporting
  • Adult day care
  • Alternative living services
  • Support services

Financial Planning for the Elderly and Disabled
Presented by: Robert A. Bernstein

  • Asset protection: estate planning considerations
  • Exempt or excluded assets
  • Using trusts and advanced planning techniques
  • New legislative changes and potential problems
  • Reverse mortgages and other related home finance options

Preventing and Recognizing Elder Abuse/Neglect
Presented by: Nicole C. Tomlin & Robert J. Banas

  • Financial exploitation
  • Caregiver neglect/abuse
  • Nursing home neglect/abuse/negligence
  • Nursing home duties and liability

   

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.

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Credits

Accountants
7.8 CPE Credits

Attorneys
7.8 CLE Credits (Including 1.2 Ethics Credits)

 

Continuing Education Credit Information

This webinar is open to the public and is designed to qualify for up to 7.8 CPE credits for accountants and 7.8 CLE credits for attorneys in New Jersey. Professionals seeking continuing education credits in other states may be able to claim the hours earned at this webinar; please refer to specific board rules to determine eligibility.

This webinar offers accountants 7.8 CPE credit hours (based on 50-minute hours) of intermediate-level group internet-based CPE credits in the area of Specialized Knowledge. Knowledge of estate planning 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.

HalfMoon Education is an approved service provider with the Supreme Court of New Jersey’s Board on Continuing Legal Education (#164). This course provides New Jersey attorneys with 7.8 CLE credits, of which 1.2 qualifies for ethics.

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 eligible for any of the listed credits.

Speakers

Robert J. Banas, Esq.

Eichen Crutchlow Zaslow, LLP

Throughout his legal career, Mr. Banas has made his mark as a leading attorney combing hard work and dedication with his courtroom skills and presence. He began his career as a prominent defense attorney representing large hospital systems, where he honed the skills necessary to succeed in representing severely injured plaintiffs in personal injury and medical malpractice cases. Mr. Banas uses his knowledge of the defense to anticipate and counter defense tactics throughout all stages of litigation and at trial. Since joining Eichen Crutchlow Zaslow, LLP, Rob has focused his time on representing victims of medical malpractice, including traumatic brain and birth injuries, wrongful death, motor vehicle and trucking crashes, and defective products litigation. He is an experienced trial lawyer and a fierce competitor that works tirelessly to obtain the best recoveries for his clients. Throughout his career, Mr. Banas has been recognized as a Super Lawyers Rising Star as both a Plaintiff and Defense attorney – a distinction given to only 2.5% of lawyers in the State of New Jersey. He has also been recognized in Best Lawyers in America: Ones to Watch, Marquis Who’s Who in America and The National Trial Lawyers Top 40 Under 40. Mr. Banas has been published in the New Jersey Law Journal on the topics of medical malpractice and professional liability. He is an active member of the New Jersey Association for Justice, the American Association for Justice, and the New Jersey State Bar Association Medical Malpractice Committee. Mr. Banas attended Robbinsville High School and then went on to obtain his undergraduate education at The College of New Jersey, where he received his B.S. in Business Management. He then attended law school at Rutgers University School of Law where he received his Juris Doctor. While attending Rutgers Law School, He was the Managing Editor of the Rutgers Journal of Law and Religion and participated in Hunter Moot Court. Mr. Banas was awarded the Best Oralist award for his public speaking abilities during law school. While in law school, he served as an intern to the Honorable Tonianne Bongiovanni, United States Magistrate Judge for the District of New Jersey. After graduating law school, Robert served as a law clerk to the Honorable Anthony M. Massi, J.S.C., in the Civil Division of the New Jersey Superior Court, Mercer County. Mr. Banas is licensed to practice law in New Jersey and Pennsylvania, as well as the United States District Court for the District of New Jersey.

Robert A. Bernstein, Esq.

Law Office of Robert A. Bernstein, Esq., LLC.

Mr. Bernstein, has over 35 years of experience in navigating through the complexities of estate law and elder law. His main office is in Parsippany, New Jersey. However, he has satellite offices from Bridgewater, New Jersey to Mahwah, New Jersey, in Bergen, Essex, Union, Passaic, Morris and Somerset counties for the convenience of his clients. His practice extends into the specialty areas of special needs planning and guardianships as well as same-sex estate planning. Mr. Bernstein is a member of the National Academy of Elder Law Attorneys, and a member of the Trust and Estates and the Elder Law and Disability Section of the New Jersey State Bar Association. He is a former deputy attorney general of the state of New Jersey where he represented the Division of Taxation. Mr. Bernstein is admitted to practice in the States of New Jersey and New York.

Stacey M. Edwards, Esq.

Edwards Estate & Elder Law

Ms. Edwards is the founder of Edwards Estate & Elder Law in Watchung, New Jersey. Practicing law for 24 years, she has focused on estate and elder law for the last 18 years. She serves a variety of clients of all ages, and all levels of wealth, and health. Ms. Edwards’s passion is to compassionately navigate crisis and think outside the box to create plans to provide her clients with peace of mind that if and when a health crisis or death happens, their dignity, wishes, and assets are preserved. Ms. Edwards often creates plans and makes recommendations for her clients’ long-term care utilizing what she refers to as her “medicine cabinet of resources” to fully inform her clients on their options for living and care. She zealously advocates for her litigation clients to resolve their legal issues, and protect elders who may be taken for granted, or worse, taken advantage of. Ms. Edwards holds a B.A. in Political Science from High Point University, a M.S. in Justice from The American University, and a J.D. from Seton Hall University. She was admitted to New Jersey in 1999 and the Supreme Court of the United States in 2012. Ms. Edwards is a member of the National Academy of Elder Law Attorneys and the Trust and Estates and the Elder Law and Disability Sections of the New Jersey State Bar Association.

Linda S. Ershow-Levenberg, CELA, Esq.

Fink Rosner Ershow-Levenberg Marinaro, LLC in Clark, NJ

Ms. Ershow-Levenberg is a Partner of the Law Firm Fink Rosner ErshowLevenberg Marinaro LLC in Clark, NJ. She advises people who are aging, people with disabilities, and those who are caring for them. Clients seek Ms. Ershow-Levenberg’s advice to save their family home, pay for long-term nursing care, and to make arrangements to protect loved ones using trusts, wills, powers of attorney and guardianship. Special Needs Planning and Medicaid planning as well as probate and estates are a major part of her practice. She has been in the elder law field since 1995. Ms. Ershow-Levenberg was recognized by the Union County Bar Association in 2022 with its first Hon. James LaCorte Trusts, Estates and Elder Law Award She has always been an active mentor for young lawyers especially those who are starting their businesses. Ms. Ershow-Levenberg has been Certified (C.E.L.A.) in Elder Law since 1999 by the National Elder Law Foundation, the accrediting body which is recognized by the New Jersey Supreme Court and the American Bar Association and is a member of the National Academy of Elder law Attorneys (NAELA). She is the co-author with Peggy Sheehan-Knee of the Lexis-Nexis Practice Guide: NJ Elder Law, first published in 2008 with annual updates. Also, she has been selected each year as a “New Jersey Super Lawyer” in elder law by NJ Monthly Magazine/NJ Superlawyers Inc. Ms. Ershow-Levenberg has published articles on elder and disability law and is a frequent lecturer on elder law issues to professional and community groups. She received her B.A. magna cum laude from Douglass and her J.D. from Rutgers Law School-Newark. Ms. Ershow-Levenberg has been in practice in New Jersey since 1985.

Constantina Koulosousas, CELA

The Wacks Law Group

 Ms. Koulosousas, is an Elder Law, Trusts and Estates attorney who assists her clients by crafting and implementing personalized estate plans. These include simple wills, complex trust structures, and everything in between. Part of Her planning and preparation services includes advising for individuals with special needs.  Ms. Koulosousas helps these clients by preparing special needs trusts and assisting trustees in the administration of these trusts. She represents clients in guardianships, including complicated, contested hearings and assists appointed legal guardians as to their ongoing obligations.  Ms. Koulosousas advises clients on asset preservation strategies for long-term care planning, including Medicaid planning and Medicaid applications. She represents clients in probate litigation, including will contests and fiduciary litigation.  Ms. Koulosousas also handles estate administration and serves as advisor for executors, trustees, guardians, and other fiduciaries. She herself has served as a court-appointed attorney, trustee, and guardian. She is admitted in New York and New Jersey.  Ms. Koulosousas’s practice has a particular focus on the needs of Greek American families. She is fluent in Greek and works closely with several professionals in the USA and in Greece to offer her clients full service, cross-border representation.

Michael Lalas

Senior Insurance Solutions

Mr. Lalas started in the insurance industry in 2004. He’s worked for several well-known corporations over the years but found his home as an Independent Agent based in Flemington NJ where he works to serve his clients instead of companies. In addition to NJ, He is licensed in: NY, PA, NH, NC, SC, FL, and NV. Mr. Lalas has spent the last 10 years dedicated to helping seniors navigate the “Medicare Maze” successfully. Through a fact-finding process along with education of their existing financial exposures, he will provide solutions which cap their costs and help bring peace of mind to his clients. As an Independent Agency, he works with all the major Insurance Carriers and offers all the plans available: Medicare Supplements, Medicare Advantage, drug plans along with dental, vision and hospital indemnity plans.

Nicole C. Tomlin, Esq.

Hanlon Niemann & Wright, P.C.

Ms. Tomlin is a partner at Hanlon Niemann & Wright, P.C. She focuses her practice on estate planning and estate administration for families who have a family member with a disability, creation of first party special needs trusts and third-party supplemental benefits trusts, guardianship, and accessing services from the Division of Mental Health and Addiction Services and the Division of Developmental Disabilities. She serves as a court appointed attorney to those alleged to be incapacitated and Court Appointed Guardian ad Litem. While in law school, Ms. Tomlin volunteered with the Domestic Violence Project and served as the Associate Managing Editor of the Rutgers Journal of Law and Religion. As a City Year Greater Philadelphia AmeriCorps Member, she spent a year tutoring in inner city schools. She volunteers her time with the Monmouth County SPCA. Ms. Tomlin is a graduate of Bucknell University and Rutgers University School of Law. She holds an L.L.M. in Taxation from Villanova University Charles Widger School of Law. Ms. Tomlin is an Adjunct Faculty member of the Villanova University Charles Widger School of Law Graduate Tax Department. She is also a member of the Elder Law Section and Disability Section and the Tax Section of the New Jersey State Bar Association, a member of the National Academy of Elder Law Attorneys, and a member of the Monmouth County Bar Association Chancery Practice Committee. Ms. Tomlin frequently lectures on a variety of disability-related legal topics.

Streamable MP4/PDF Price: $349.00

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