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Protecting Assets while Qualifying for Government Benefits CLE -- 24/7 On-demand Recording & Complimentary Podcast

SKU: 254190 $179.00 $149.00 Rossdale Savings:: $30.00

Learn the latest on Protecting Assets while Qualifying for Government Benefits CLE with this convenient, 24/7 On-demand Seminar & Complimentary Podcast. Register to obtain CLE & MCLE credit, online access to complete course & reference materials, and attend this on-demand seminar. YOU MAY LISTEN FROM ALMOST ANY TYPE OF COMPUTER OR IPOD. ACCESS TO THE RECORDING AND MATERIALS DOES NOT EXPIRE.

Protecting Assets while Qualifying for Government Benefits CLE

90-Minute On-demand Seminar & Complimentary Podcast
Listen as many times as you wish and ACCESS TO THE RECORDING AND MATERIALS DOES NOT EXPIRE


Register for CLE & MCLE credit - specific credit hours are listed at the bottom of this page.

Benefits:

The costs of healthcare & long-term care have dramatically increased in recent years for the elderly and disabled. Yet, only a small minority of clients possess adequate insurance and funding for such costs. At the same time, the protecting assets & using spend-downs to qualify for government & elder benefits have changed over the years and become more complex. For most of the population, public benefits, including Medicaid & 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 assistance. The faculty for this program features three national authorities in the subject, who will cover tools for developments on Medicaid & Medicare access, spend-down's, exempt vs. non-exempt assets, other government assistance, the effect of future medical expenses on government benefits, and the landscape of Medicare, Medicaid, medical expense planning, and asset protection to qualify 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:

a. Essential Spend-down Techniques

b. Effective Wealth Preservation Planning

c. Qualifying for Medicaid & Other Benefits When Your Assets Exceed the Limit

d. Medicaid Planning

e. Determining Ideal Timing to Protect Assets

f. Medicaid Asset Protection

g. Planning for Critical Needs

h. Use of Annuities & Insurance

i. Understanding the Application Process

j. Insight on the Appeals Process

k. Exempt vs. Non-exempt Assets

Recorded Question & Answer Session

Biography of Seminar Faculty:

1. Rebecca A. Hobbs is a Partner at O’Donnell, Weiss & Mattei, P.C., where she focuses on elder law, special needs planning, estate planning, estate and trust administration, and Veteran’s benefits. Ms. Hobbs is Certified as an Elder Law Attorney by the National Elder Law Foundation. She is accredited as a United States Veterans Administration Attorney. She is also a member of the National Academy of Elder Law Attorneys and the National Director of ElderLawAnswers.com. As an elder law attorney, she is able to provide exceptional legal guidance while also understanding the sensitivity and compassion needed for assisting families in a time of crisis.

2. Michael J. Keenan is a Partner at Keenan Law, LLC and one of the leading authorities in the country on elder law. He has written articles for legal journals, periodicals and newsletters on the topics of special needs trusts, estate planning and the termination of parental rights. Mr. Keenan is a highly sought-after speaker on elder law, estate planning and special needs trusts. Mr. Keenan has served on the Ethics Committee for Bidwell Health Care Center in Manchester, Connecticut and the Public Policy Committee of the Alzheimer’s Association. He is a past Chairman of the Board of Directors for his Chamber of Commerce. Mr. Keenan serves on the Board of Directors for Journey Found, which provides advocacy, staffed housing and community-based support for adults across Connecticut with intellectual disabilities.

3. David J. Zumpano is a leading authority on Medicaid Planning and practices at the Estate Planning Law Center. His practice remains focused on Estate and Medicaid planning, asset and business protection and elder law. He has been featured in the Wall Street Journal, on National Public Radio, and is a regular speaker and trainer on estate planning, asset protection and Medicaid Planning to many national legal organizations and banking and financial institutions. In addition to his law firm, Mr. Zumpano is Founder of Medicaid Practice Systems, LLC (MPS) and Co-Founder of Lawyers With Purpose, LLC (LWP). He is also the creator of a Law Practice System for attorneys to provide comprehensive Estate, Medicaid and Asset Protection Planning to clients, which has been implemented by over 750 law firms nationwide. Mr. Zumpano is a highly sought-after lecturer and author on Medicaid & Estate Planning, having published Protect Your IRA: Avoid the 5 Common Mistakes, Irrevocable Pure Grantor Trusts: The Estate Planning Landscape Has Changed, and What Hard Work Giveth, the Nursing Home Taketh Away: Asset Preservation Under Medicaid. He is also a contributing author to Giving: Philanthropy for Everyone.

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**

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

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

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 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

Wisconsin Board of Bar Examiners 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.

For additional questions, please call 888-626-3462.

REGISTER FOR CLE CREDIT AND LISTEN & LEARN AT YOUR CONVENIENCE WITH THIS CONVENIENT 24/7 ON-DEMAND SEMINAR & PODCAST.

You will receive an on-demand download of the seminar, accompanying materials, and information to report the CLE credits as soon as you register with a credit card or when we process your check.

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