Wisconsin Medicare and Medicaid 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.
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**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.
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Click the link which appears at the end of the video to be taken to the course quiz.
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USB MP4/PDF
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**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 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 LLCMr. 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 2001Ms. 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 LLPMs. 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.
6.5 Knowledge Points
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