Rossdale CLE

A National Leader in Continuing Legal Education & Training

Hours of Operation:
Mon–Fri, 8:30 AM - 9 PM (Eastern Time)
Toll Free: (888) 626-3462

Shop by Category

Protecting Assets to Qualify for Medicaid, Medicare, and Social Security CLE -- 24/7 On-demand Recording and Complimentary Podcast

SKU: 793093 $199.00 $159.00 Rossdale Savings:: $40.00

Learn the latest on Protecting Assets to Qualify for Medicaid, Medicare, and Social Security with this convenient, 24/7 On-demand Seminar and Complimentary Podcast. Register to obtain CLE and MCLE credit, online access to complete course and 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 to Qualify for Medicaid, Medicare, and Social Security CLE

90-Minute On-demand Seminar and Complimentary Podcast
Listen as many times as you wish and ACCESS TO THE RECORDING AND MATERIALS DOES NOT EXPIRE
Includes Online Access to complete Course/Reference Material and Complimentary Podcast.


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

Benefits:

The federal government spends over two trillion dollars annually on elder care. 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. There is an unprecedented need today for counsel fluent in asset planning and asset protection techniques to assist clients needing to qualify for government assistance. The faculty for this program features several national authorities on the subject, who will cover tools for developments on Medicaid & Medicare access, Social Security benefits, 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 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 to Qualify for Medicaid, Medicare, and Social Security CLE:

a. Essential Spend-down Techniques

b. Medicare and Medicaid Eligibility, Benefits, and Intake

c. Effective Wealth Preservation Planning

d. Qualifying for Government Benefits when Assets Exceed the Limit

e. Social Security Planning

f. State and Local Funded Benefits

g. Determining Ideal Timing to Protect Assets

h. Medicaid Asset Protection

i. Long-term Disability Benefits

j. Understanding the Application and Appeals Process

k. Exempt vs. Non-exempt Assets

Recorded Question and Answer Session

Biography of Seminar Faculty:

1. Colleen Bratkovich practices at Zacharia Brown, where she focuses on Medicaid Planning and Eligibility, Veterans’ Benefits, and related Estate Planning and Estate Administration issues. Ms. Bratkovich is accredited by the Veteran’s Administration to represent Veterans in their claims before the Department. Prior to her legal career, Ms. Bratkovichn worked at St. Francis Hospital and Three Rivers Health Plans, now part of United Health Plans. She is a highly sought-after lecturer on Elder Law topics and has taught various seminars including continuing education classes for lawyers, accountants, and nursing home administrators. Ms. Bratkovich can be heard broadcasting for several Elder Law Radio programs.

2. Maren Miller Bam is the Founding Partner at Salus Law, where she oversees one of the country’s top nationwide disability law practices. Her practice and firm are committed to using technology to create a “new wave” of legal services that are client-centered and efficient. For individuals suffering from chronic medical conditions and mental health impairments, leaving the house, driving, and keeping appointments can be insurmountable tasks. Ms. Miller uses customized legal technology to improve efficiency, increase communication, and focus on building winning legal strategies. Her firm’s technology makes it easier for clients to sign on for representation, reach the team outside of normal business hours, and provide updates on their medical treatment. Ms. Miller’s mission is to help clients secure their disability payments so they can secure their financial future.

3. Melissa Negrin-Wiener is a Partner and elder law attorney at Cona Elder Law, where she manages the government benefits department. Ms. Negrin-Wiener concentrates her practice in Medicaid planning, asset protection planning, disability matters, guardianships, estate planning and Veterans benefits. She has received the prestigious “Leadership in the Law” award. Ms. Negrin-Wiener is a is a frequent lecturer at professional organizations, assisted living facilities and senior citizen groups. She is accredited by the Department of Veteran’s Affairs.

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 and 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 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.

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.

Copyright © 2020 by The Rossdale Group, LLC