This 3.3-hour January 15, 2014 program by Steven G. Siegel, a nationally-recognized tax and estate planning adviser, should be of interest to every attorney advising clients, parents (and even him/herself) on these important topics. In this practical and thorough explanation, you will be guided through the Social Security, Medicare and Medicaid mazes – including the effects of the Affordable Care Act (“Obamacare”) – and receive many useful planning tips. This comprehensive program is an important update to the course which Mr. Siegel presented in 2010.

Major topics include:
ό Baby Boomers And Social Security

• application
• credits
• benefits including taxation
• planning issues and suggestions
ό Medicare - The National Health Insurance Program
• the parts of Medicare
• eligibility and enrollment
• benefits under Parts A, B, C and D
• Medicare supplemental insurance

ό Medicaid - Government Provided Health Care Assistance

• how Medicaid works
• coverage and eligibility
• qualification: resources testing, exempt assets, community spouse

• transfer of assets to achieve eligibility

• additional strategies to achieve qualification

FORMS: Fully editable forms prepared by Mr. Siegel for your immediate and unlimited use and relating to the topics within this course are available at www.NLFforms.com including under the "Elder And Family Law" category on the homepage.

BOOKS FOR LAWYERS: Over 50 useful books on important legal issues facing attorneys are now available for immediate download at www.NLFforms.com. (Reading books without also listening to or viewing a recorded seminar earns NO CLE credits.)

This course does not qualify for NY CLE