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, May 29, 2024
8:30 am – 3:30 pm CDT

 

Medicare: Addressing Clients’ Basic Questions
Presented by: Kate Schilling

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

Current Options for Paying for Long Term Care
Presented by: Mark D. Schubert

  • Private pay sources for long term care
    •  Personal/retirement savings
    •  Continuing care retirement communities
    •  Long term care (LTC) insurance
    •  LTC annuity
  • Government benefits for long term care
    •  VA Pension with “Aid and Attendance”
    •  Medicaid: the main alternative to private pay options

Handling Ethical Issues in Representation of the Elderly
Presented by: Avery J. Mayne, JD, CELA

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

Assessing Alternatives to Residential Long Term Care
Presented by: Avery J. Mayne, JD, CELA

  • IRIS (Include, Respect, I Self-Direct) program
    • Adult day care
    • Alternative living services
    • Support services

Financial Planning for the Elderly and Disabled
Presented by: Avery J. Mayne, JD, CELA

  • 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
Presented by: Michael J. Weltman, M.B.A.

  • Types of reverse mortgages: features and qualification
  • Using reverse mortgages to purchase a home
  • What happens when the last mortgagor vacates the home?

  

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
7.0 CLE Hours (Including 1.0 Ethics Hour)

Accountants
7.2 CPE Credits

NASBA - National Association of State Boards of Accountancy
7.2 CPE Credits

 

Continuing Education Credit Information

This webinar is open to the public and offers accountants 7.2 CPE credits (based on 50-minute hours) of intermediate-level group internet based CPE credits in the area of finance. Knowledge of elder law and issues 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 will provide financial hardship assistance to accountants who wish to attend this event. Contact Frank Chapman at fchapman@halfmoonseminars.org for details and to apply.

This webinar has been approved by the Wisconsin Board of Bar Examiners for 7.0 CLE hours, which includes 1.0 Ethics hour.

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 does not qualify for the CPE credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.

Speakers

Avery J. Mayne, JD, CELA

Partner at Walny Legal Group in Milwaukee, Wisconsin

Ms. Mayne is certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation. She focuses her practice in the areas of elder and special needs law. Ms. Mayne focuses her caseload on asset protection planning, long term care benefit planning, special needs trust planning, and adult guardianship and protective action litigation. She is licensed to practice law in both the states of Wisconsin and Illinois. Ms. Mayne earned her Bachelor of Arts degree in Communication, with honors, from the University of Missouri and received her J.D. from Marquette University Law School along with a certificate in Alternative Dispute Resolution. As part of Her elder law practice, she helps families and individuals with asset protection planning and appeals. Ms. Mayne assists clients seeking eligibility for long-term care benefits (such as Medicaid, Title XIX, family care, and waiver benefits) in the pre-planning and crisis-planning stages

Kate Schilling

Attorney, Legal Services Manager at Greater Wisconsin Agency on Aging Resources, Inc.

Ms. Schilling oversees the Senior Medicare Patrol, the Wisconsin Guardianship Support Center, and the Elder Benefit Specialist Supervising Attorney program. She works predominantly in the areas of elder law, public benefits, and consumer law. Previously, she was in private practice in New Richmond, Wisconsin, where she practiced in estate planning, Medicaid benefits, guardianship, and general civil litigation. Ms. Schilling is a board member of the State Bar of Wisconsin’s Elder & Special Needs Law Section, the Public Interest Law Section, and a member of the National Academy of Elder Law Attorneys. Prior to attending law school, She coordinated supports for adults with developmental disabilities, and she currently serves as a volunteer guardian for a woman with a disability living in Madison.

Mark D. Schubert

Founder and principal attorney at Schubert Law Office, LLC, in Appleton, Wisconsin

After being admitted to the bar in 1991 and holding general practice oriented positions with several other Wisconsin law firms, Mr. Schubert established Schubert Law Office in 2003, where his principal focus has narrowed to estate planning, estate and trust settlement, and elder law. He earned his undergraduate B.B.A. degree, magna cum laude, from the University of Wisconsin Oshkosh, and his J.D. degree from the University of Wisconsin Law School, where he graduated cum laude and was elected vice-president of the Business and Tax Law Society. Mr. Schubert is a member of the State Bar of Wisconsin and the Fox Valley Estate Planning Council, among other professional groups. He has previously served as faculty for continuing education seminars on a variety of estate planning, estate settlement, and elder law topics.

Michael J. Weltman, M.B.A.

Reverse Mortgage Area Manager for SE Region at University Bank Reverse Mortgage Division

Mr. Weltman’s introduction to reverse mortgages came more than 20 years ago after completing a master’s degree in finance from Mercer University. Since that time, he has continued to educate himself and others on all aspects of the program and its uses. He has taught classes on Reverse and HECM to realtors, attorneys, financial planners, and consumers. Mr. Weltman has written articles for local and national publications over the last 20 years including at www.HousingWire.com, The Reverse Mortgage Magazine, The Reverse Review, and Reverse Mortgage Daily. He has been interviewed on television and radio and is considered a foremost expert on Reverse/ HECM in the Southeastern U.S.

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