May 4, 2011: NBI Seminar on Living Trusts

Stephen Taylor speaks at the NBI Seminar Wednesday May 4 on using living trusts and powers of attorney
as estate planning tools. He will cover the topics of:

Common Elements In Trust Agreements
The Revocable Living Trust – Why You Should Use It
Disadvantages Of Revocable Living Trusts

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August 29, 2011: NBI’s Medicaid Update

National Business Institute (NBI) explores several topics concerning the 2011 Medicaid Update.

The following topics will be addressed:

State And Federal Medicaid Laws Update
Qualifying Clients For Medicaid And Medicare Benefits
Medicaid Estate Recovery
Speaking are G. Mark Shalloway of Shalloway & Shalloway.

Monday, August 29, 2011.

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Upcoming NBI event on July, 17 2012

This seminar is an in-depth look at Medicaid.

Topics include:

Medicaid Eligibility Requirements, Benefits and Application Process
Coordination of Benefits With Medicare and Other Insurance Coverage
Asset Transfer Strategies
Protecting Assets Under the Deficit Reduction Act
Special Needs Trusts – Creation, Taxation and Administration Post-Eligibility Issues
After, there will be a roundtable discussion on adapting your practice to the ever-changing environment.

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September 11 , 2014, NBI SEMINAR

September 11, 2014, NBI Seminar; Drafting Effective Will and Trusts

Topics include:

Fundamental Principles of Will Drafting
Using Living Trusts and Powers of Attorney as Estate Planning Tools
Basic Tax Considerations
Ethics and Estate Planning
Planning Methods to Control Medical Treatment

Denise Jomarron joins South Florida estate planning practitioners and the National Business Institute in explaining the estate planning process

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