Ohio Elder Law and Planning Update
DISCLAIMER
Before undertaking any on-demand effort, you should review the rules of your licensing/certifying entity.
It’s your responsibility to determine whether this on-demand course meets your continuing education requirements.
You must take and pass a quiz to receive credit. You can take the quiz as many times as needed and there is no time limit on the quiz.
Once the quiz is completed, you will be asked to download your certificate.
**Any on-demand programs that qualify for AIA or LACES credit will require an additional 2 business weeks for processing.
**AIA credit is not available in USB format.
Streamable MP4/PDF
You will receive an automated email letting you know when your On-Demand package is available approximately 3 business days after the date of the live event or the date of your order, whichever is later.
**Any streamable on-demand programs that qualify for AIA or LACES credit will require an additional 2 business weeks for processing.
The automated email letting you know when your On-Demand package is available will contain links to the video recording, materials, and program quiz.
To track your purchase, you will need to create an account on the website using the email address used for your registration.
For AIA requirements only, the on-demand recording will have occasional question prompts that will not allow the video to progress unless they are answered, and you will not be able to skip forward while watching the video.
Please note, if you attempt to resume watching the video on a separate device, your progress will not be saved.
Click the link which appears at the end of the video to be taken to the course quiz.
You will have unlimited access to the on-demand video recording, and it will never expire.
USB MP4/PDF
HalfMoon will mail these materials via USPS.
USB orders ship approximately 3 business days after the program takes place or after the order is placed, whichever date is later. Please allow an additional 7-10 business days for shipping.
**Any USB on-demand programs that qualify for LACES credit will require an additional 2 business weeks for processing.
**AIA credit is not available in USB format.
The link to the quiz will be available in a PDF in your USB drive marked QUIZ.
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Please contact HalfMoon Education if you have any questions during the process of taking this course. (715) 835-5900 or qchapman@halfmoonseminars.org
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 LawMs. 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.
6 Knowledge Points
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