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 20, 2024 
9:00 am – 4:30 pm CST

 

Medicare: Addressing Clients’ Basic Questions
Presented by: Kirsten L. Hildebrand

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

Financial Planning for the Elderly and Disabled
Presented by: Stacy Vogeltanz & Kirsten Hildebrand

  • Asset protection: estate planning considerations
  • Exempt or excluded assets
  • Using trusts and advanced planning techniques
  • New legislative changes and potential problems

Medicaid: The Alternative to Private Pay Options
Presented by: Stacy Vogeltanz

  • Qualification and benefits
  • The application process
  • Attribution process for married applicants

Medicaid Planning
Presented by: Stacy Vogeltanz

  • Asset transfers
  • Irrevocable trusts
  • Income planning

Planning Tools for Incapacity
Presented by: Gregory Banchy

  • Durable powers of attorney
  • Healthcare directives
  • Guardianships

Handling Ethical Issues in Representation of the Elderly
Presented by: Kirsten L. Hildebrand

  • 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
7.8 CPE Credits

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

Continuing Education Credit Information

This webinar is open to the public and offers accountants 7.8 CPE credits (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.

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 submitted to the Wisconsin Board of Bar Examiners for accreditation which is currently pending. 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 any credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.

Speakers

Gregory Banchy, CELA*

Attorney with Banchy Law Center LLC

Mr. Banchy’s main areas of practice include Estate planning, Elder law, and Probate. He is currently a member of the Eau Claire County Bar Association and the Wisconsin Bar Association. Mr. Banchy is also certified as an Elder Law Attorney by the National Elder Law Foundation. He has been active in the elder law community for many years, serving on the Board of Directors for the Elder Law and Special Needs Section of the State Bar of Wisconsin, and is a past President and current member of the Board of the WI Chapter of the National Association of Elder Law Attorneys (NAELA). Mr. Banchy also previously served on the Board of Directors for Wispact, an organization which serves the needs of the special needs community in Wisconsin. He earned his undergraduate degree, with honors, from the University of Wisconsin-Eau Claire, and his J.D. degree, magna cum laude, from Marquette University Law School.

Kirsten L. Hildebrand

Attorney and Founder of the Hildebrand Law Firm, LLC in 2001

Ms. Hildebrand strives to provide compassionate service to her clients in a resourceful, efficient, and fair manner. Her areas of practice include Estate Planning, Elder Law, Probate and Estate Administration, Family Law, Business Planning & Litigation and Real Estate. Ms. Hildebrand is a member of the State Bar of Wisconsin, the Family Law Section of the State Bar of Wisconsin, Lawyers With Purpose, and the National Academy of Elder Law Attorneys. She has held her real estate broker’s license since 2006 and received the Women in Law Award in 2011. Ms. Hildebrand earned her B.A. degree from Trinity University, and her J.D. degree from the University of Wisconsin Law School.

Stacy A. Vogeltanz

Attorney with Angermeier & Rogers LLP

Ms. Vogeltanz main areas of practice include Estate Planning, Elder Law and Special Needs Planning. She is a member of the Wisconsin State Bar, the Milwaukee Bar Association, Wealth Counsel, Elder Counsel, Wisconsin Council of Estate Planning Attorneys, and the National Academy of Elder Law Attorneys (NAELA). Ms. Vogeltanz is an accredited attorney with the Department of Veterans Affairs. She received her undergraduate degree from the University of Wisconsin-Madison and her J.D. degree, cum laude, from the University of Minnesota Law School.

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