Testimonials

Very welcoming and warm individual.
E.A., Woodbridge, VA

Make An Appointment

Seminars for Attorneys and other Professionals

Upcoming Seminars

Trusts 101 (Live CLE Seminar in Fairfax, VA)
Sponsor: NBI
Date: June 7th, 2012
Time: 830:am - 4:40pm
Register Now

Past Seminars (CDs and MP3s Available in Some Instances)

Medicaid, Medicare and Social Security Update (Live CLE Seminar in Fairfax, VA)
Sponsor: NBI
Date: March 6, 2012
Time: 8:30 a.m. - 4:40 p.m.
Register Now

Protecting Assets While Qualifying for Medicaid (Live CLE Teleseminar)
Sponsor: NBI
Date: October 27, 2011
Time: 11:00 am - 12:30 pm EDT

Purchase the Audio CD and Course Book

Leveraging Special Needs Trusts to Obtain Public Benefits (Live CLE Webinar)
Sponsor: Strafford Pub
Date: June 15, 2011
Time: 1:00 pm - 2:30 pm EDT
No Audio Yet Available

Resolving Legal and Financial Issues in Elder Care (Live Seminar)
Sponsor: NBI
Date: May, 23, 2011
Time: 9:00am - 4:30pm (Eastern)
Purchase the Audio CD and Course Book

Reverse Mortgages from an Elder Perspective: The Good, the Bad & the Ugly
Sponsor: NBI
Date: May 18, 2011
Time: 11:00am - 12:30 pm (Eastern)
Purchase the Audio CD and Course Book

Protecting Assets While Qualifying for Medicaid
Sponsor: NBI
Date: April 20, 2011
Time: 2:00 - 3:30 pm (Eastern)
Purchase the Audio CD and Course Book

Qualifying for Medicaid Long-Term Care Programs
Sponsor: NBI / West Legal
Date: March 30, 2011
Time: 2:00 - 3:30 pm (Eastern)

Strategies for Non-Married Crisis Planning
Sponsor: NAELA / NELF
Date: March 3, 2011
No Replay Currently Available  

Asset Protection for the Middle Class: Using Income-Trusts for True Asset Protection
Sponsor: ALI-ABA
Date: October 20, 2010
Click Here for More Information

Asset Protection for the Middle Class: Using Income-Trusts for True Asset Protection
Sponsor: ALI-ABA
Date: Sept. 21, 2010
Click Here for More Information

Asset Protection for the Middle Class: Strategies for Estate Planners
Sponsor: National Constitution Center
Date: Sept. 14, 2010
Purchase the Audio CD or DVD

Qualifying for Medicaid Long-Term Care Program and Preserving Family Assets
Sponsor: NBI
Date: August 13, 2010
Purchase the Audio CD and Course Book

Asset Protection for the Middle Class: Using Income-Only Trusts for True Asset Protection
Sponsor: ALI-ABA
Date: August 5, 2010
Click Here for More Information

Asset Protection for the Middle Class: Using Income-Only Trusts for True Asset Protection
Sponsor: ALI-ABA
Date: July 8, 2010
Click Here for More Information

Asset Protection for the Middle Class: Using Income-Only Trusts for True Asset Protection
Sponsor: ALI-ABA
Date: March 25, 2010
Click Here for More Information

Protecting Assets While Qualifying for Medicaid
Date: March 18, 2010
Sponsor: NBI and West Legal Education Center
Purchase Audio CD and Course Book

Using Income Only Trusts for Medicaid (and General) Asset Protection
Sponsor: Elder Law Answers
Date: February 11, 2010
No Reply Currently Available

Asset Protection for the Middle Class: Using Income-Only Trusts for True Asset Protection
Sponsor: ALI-ABA
Date: January 14, 2010
Purchase the MP3

 Income Only Trusts to Qualify for Public Benefits
Sponsor: NAELA
Date:November 7, 2009
No Replay Currently Available

Planning and Using Income-Only Trusts for Medicaid and Traditional Asset Protection
Sponsor: NBI
Date: September 17, 2009
Purchase the Audio CD and Course Book

Planning and Defending Asset-Protection Trusts
Sponsor: ALI-ABA
Date: July 7, 2009
Purchase the MP3

The Use of Trusts in Asset Protection Planning
Sponsor: NBI
Date: November 13, 2008
No Reply Currently Available