Agenda

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

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

Wednesday, November 6,2024
8:30 am – 3:30 pm EST

 

Medicare and Medicaid Basics
Presented by: Rachael A. Houck

  • Medicare basics
    • Long-term care
    • Part B enrollment
    • Medicare advantage
    • Medicare part D
  • Medicaid basics
    • Eligibility
    • Pitfalls
    • Planning techniques

Preventing and Recognizing Elder Abuse/Neglect
Presented by: Erin Eurenius

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

Medicare and Medicaid Basics
Presented by: Rachael A. Houck

  • Medicare basics
    • Long-term care
    • Part B enrollment
    • Medicare advantage
    • Medicare part D
  • Medicaid basics
    • Eligibility
    • Pitfalls
    • Planning techniques

Handling Ethical Issues in Representation of the Elderly: The 4 C’s
Presented by: Rachael A. Houck

  • Client identification- who is your client
  • Conflicts of interest- preventing conflicts of interest
  • Capacity-determining client capacity
  • Confidentiality-maintaining client confidentiality

Financial Planning for the Elderly and Disabled
Presented by: Erin Eurenius & Rachael A. Houck

  • 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

   

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 CLE Hours (Including 1.0 Professional Conduct Hour)

 

Continuing Education Credit Information

This webinar is open to the public and is designed to qualify for 6.0 CLE hours for Ohio attorneys, including 1.0 professional conduct hour, and 7.2 CPE credits for Ohio accountants.

This webinar has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 6.0 total CLE hours, including 5.0 general hours and 1.0 attorney professional conduct hour.

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 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.

Continuing education providers that are approved by the National Association of State Boards of Accountancy are deemed acceptable sources of continuing education by the Accountancy Board of Ohio.

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

Erin Eurenius, Esq., CELA, CPA

West Side Elder Law

Ms. Eurenius, is delighted to help seniors, individuals with disabilities, and their families. She has always focused her practice in the area of elder law, special needs planning and estate planning. Ms. Eurenius, is a certified specialist as a CELA® by the National Elder Law Foundation. Her passion for elder law stems from her personal experiences with her grandmother, Helen. Ms. Eurenius,’s grandmother helped to raise her while living with the family. Around the age of 84, Helen was diagnosed with dementia and a few short years later suffered from a stroke. She watched the repercussions of not planning ahead for these devastating occurrences in life. Ms. Eurenius, went to doctor’s visits and hospital calls at 3:00 A.M. and visited the nursing home. She saw the guardianship and Medicaid process firsthand. Ms. Eurenius, understands the stress and anxiety that a family can be dealing with during these situations. She will take the time to listen to your concerns and work with you to prepare a plan. Ms. Eurenius, plans to use her personal experience and legal knowledge to understand your situation and benefit you. Her goal while practicing law is to be a helping hand through the process, easing the tensions and fears that our clients and their families may be experiencing. Ms. Eurenius, works in the areas of estate planning, Medicaid, asset protection, Veterans benefits, special needs planning, and probate and trust administration. She earned her Undergraduate and M.B.A. degrees from Cleveland State University and her J.D. from Cleveland Marshall College of Law.

Rachael A. Houck, Esq., CELA

Owner and Attorney of Houck Menninger Law, LLC.

Ms. Houck believes strongly in the ability for seniors to have self-determination in the decision-making process regarding their care. She also believes in compassion, empathy, and listening. Her job is to hear her clients concerns, help them discover unknown or unanticipated issues, and work through them to provide options we implement together. Ms. Houck is honored everyday to be able to build relationships with clients and their families, educating and counseling them through what is one of the most difficult times in their lives. She has earned the title and distinction of being certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation. This certification is the highest level of specialty for Elder Law attorneys, and it pushes her to remain at the front edge of Elder Law planning. It allows her to provide the counsel and service my clients and their families need and deserve. Ms. Houck is also certified with the Veteran’s Administration to assist in helping war time veterans and their surviving spouses obtain special benefits to help with long-term care. She earned her J.D. degree from Ohio State Moritz College of Law.

USB MP4/PDF Price: $349.00

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