Learn the latest on Protecting Assets while Qualifying for Medicaid, Medicare, & Government Benefits CLE with this convenient, telephonic seminar. All registered attendees who are unable to participate in the teleconference will be e-mailed a complimentary absentee recording & podcast of the full-length seminar two days after the teleconference. Register to obtain CLE & MCLE credit, receive access to complete course & reference materials, and attend this telephonic seminar.

Benefits:

The costs of healthcare, long-term care, and nursing homes have dramatically increased for the elderly and disabled in recent years. Yet, only a small minority of clients has adequate insurance and funding for such costs. For most of the population, public benefits, including Medicaid, Medicare, & other Government Benefits provide the principal funding of care. This has caused an unprecedented need for counsel fluent in asset planning & protection techniques to assist clients needing to qualify for government benefits. Attorneys who counsel seniors & their families must be fluent in asset planning Our nationally recognized faculty will also cover the must up-to date developments on Medicaid & Medicare access, other government assistance, the effect of future medical expenses on government benefits, and the landscape of Medicare, Medicaid, medical expense planning, and protecting asset while qualifying for government assistance. Registration includes online access to course and reference materials that serve as a helpful guide to the numerous topics and techniques discussed in the program.

Agenda:

Protecting Assets while Qualifying for Medicaid, Medicare, & Government Benefits CLE:

a. Effective Wealth Preservation Planning

b. Medicaid Planning

c. Determining Ideal Timing to Protect Assets

d. Utilizing Special Need & Trusts-based Solutions

e. Planning for Critical Needs

f. Successful Planning Considerations

g. Obtaining Social Security Benefits for Clients

h. Understanding the Application Process

i. Insight on the Appeals Process

j. Tools to Generate the Best Possible Proof

k. Medicare Prescription Drug Programs

l. Best Practices on Seeking Prescription Drug Assistance

Interactive Question & Answer Session

Biography of Seminar Faculty:

1. Laurie Steiner is a leading elder law attorney and a member of the law firm Budish, Solomon, Steiner & Peck, Ltd. Her practice is focused on life care planning, elder law, disability benefits, & estate planning. Ms. Steiner is a Certified Elder Law Attorney by the National Elder Law Foundation and an accredited attorney for the preparation, presentation and prosecution of claims for veterans’ benefits before the Department of Veterans Affairs. Ms. Steiner is a highly sought-after expert and speaker on Elder Law, Medicaid/Disability Planning and Estate Planning. She has contributed her work in numerous magazines and has been called upon to share her expertise on several television programs.

2. Howard S. Krooks is an authority on guardianships & a certified elder law attorney by the National Elder Law Foundation. A Partner at Elder Law Associates, PA and Of Counsel to Amoruso & Amoruso LLP, Mr. Krooks devotes his practice to elder law and trusts and estates matters, including representing seniors and persons with special needs and their families in connection with asset preservation planning, supplemental needs trusts, Medicaid, Medicare, planning for disability, guardianship, wills, trusts and health care planning with advance directives. He is the President-Elect of the National Academy of Elder Law Attorneys and Past Chair of the Elder Law Section of his state bar. Selected as a SuperLawyer and AV-rated by Martindale-Hubbell, Mr. Krooks has spoken and written widely on guardianship issues, including serving as an adjunct faculty member at NYU and serving as an instructor for his state’s Certified Guardian & Court Evaluator Training program. He has been quoted in The Wall Street Journal, The New York Times, Kiplinger’s, USA Today, The New York Post, Newsday, and also appeared on PBS and the CBS Early Morning show.

CLE Credit: Rossdale CLE is a national leader in attorney education and has trained thousands of attorneys, paralegals, and other legal professionals.

Alabama State Bar MCLE Commission for 1.5 MCLE credits

Alaska Bar Association for 1.5 CLE Credits *

Arizona State Bar for 1.5 CLE credits**

Arkansas Supreme Court - Office of Prof. Programs for 1.5 CLE credits

California State Bar for 1.5 MCLE credits

Colorado Supreme Court Board of Continuing Legal & Judicial Education for 1.8 CLE Credits

Connecticut for 1.5 CLE Credits

District of Columbia (CLE credits are not required)***

Florida Bar for 2.0 CLE credits

Georgia Bar for 1.5 CLE credits

Hawaii State Board of CLE for 1.5 CLE credits

Idaho State Bar for 1.5 CLE credits

Indiana Commission for Continuing Legal Education for 1.5 CLE Credits

Iowa Commission on Continuing Legal Education for 1.5 CLE Credits

Kansas Continuing Legal Education Commission for 1.5 CLE Credits

Kentucky Bar Association for 1.5 CLE Credits

Louisiana Supreme Court Commission on MCLE for 1.5 MCLE credits

Maryland (CLE credits are not required)***

Massachusetts (CLE credits are not required)**

Michigan (CLE credits are not required)***

Minnesota State Board of Continuing Legal Education for 1.5 CLE credits

Mississippi Commission on Continuing Legal Education for 1.5 CLE credits

Missouri Bar for 1.8 MCLE Credits

Montana Commission of CLE for 1.5 CLE Credits

Nebraska Mandatory Continuing Legal Education for 1.5 CLE credits ******

Nevada Board of Continuing Legal Education for 1.5 CLE credits

New Hampshire for 1.5 CLE credits ****

New Jersey Board on Continuing Legal Education for 1.5 CLE credits (per Rule 201:4)

New York State Bar for 1.5 CLE credits

North Carolina State Bar Continuing Legal Education for 1.5 CLE credits

Ohio - Supreme Court of Ohio Commission on CLE for 1.5 CLE Credits

Oklahoma Bar Association for 1.5 CLE Credits

Pennsylvania Continuing Legal Education Board for 1.5 CLE Credits

Puerto Rico for 1.5 CLE credits (Tribunal Supremo de Puerto Rico)

Rhode Island Mandatory Continuing Legal Education Commission for 1.5 CLE credits

South Carolina - Supreme Court of South Carolina for 1.5 MCLE Credits*****

South Dakota (CLE credits are not required)***

Tennessee Commission on CLE for 1.5 CLE Credits

Texas State Bar for 1.5 CLE credits

Utah State Board of Continuing Legal Education for 1.5 MCLE credits

Vermont Mandatory Continuing Legal Education Board for 1.5 CLE credits

Virginia State Bar for 1.5 MCLE credits

Washington for 1.5 CLE credits

Wisconsin Board of Bar Examiners for 1.5 CLE credits

Wyoming State Bar for 1.5 CLE credits

Additional States - call customer service at (888) 626-3462

* Members of the Alaska Bar Association may report 1.5 CLE credits for participating in this course as it has been approved by other mandatory CLE jurisdictions for 1.5 CLE credits.

** The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona, including 0 hour(s) of professional responsibility.

*** States that do not require CLE are indicated above. Rossdale does not apply for CLE in these states as CLE credit is not required.

**** The New Hampshire does not approve or accredit CLE activities for the Continuing Legal Education requirement. Pursuant to NH Supreme Court Rule 53, this activity may be counted for up to 1.5 CLE hours.

***** Members of the SC Bar may seek credit directly with the CLE Commission by submitting the 1-page form to the Commission prior to the teleconference and may contact the sponsor to secure an off-set in the registration cost.

****** Please enter NE Bar number on registration form when registering.
For additional questions, please call 888-626-3462.

REGISTER FOR CLE CREDIT AND LISTEN & LEARN AT YOUR CONVENIENCE WITH THIS LIVE TELEPHONIC SEMINAR.

All registered attendees who are unable to dial into the live teleconference will be e-mailed a complimentary downloadable recording & podcast of the full-length seminar.

You will receive toll-free dial-in instructions, online access to course and reference materials, and be registered for CLE credit when you check-out with a credit card or your check is processed.