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Mastering Medicare, Medicaid, & Elder Law 24/7 On-demand Recording & Complimentary Podcast.

SKU: 937703 $179.00 $149.00 Rossdale Savings:: $30.00

Learn the latest on Mastering Medicare, Medicaid, & Elder Law CLE with this convenient, 24/7 On-demand Seminar & Complimentary Podcast. Register to obtain CLE & MCLE credit, online access to 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.

Mastering Medicare, Medicaid, & Elder Law CLE
90-Minute On-demand Seminar & Complimentary Podcast
Includes Online Access to Course/Reference Material & Complimentary Podcast.

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


Representing clients in obtaining Medicare and Medicaid benefits provides consistent workflow and has recently become one of the most in-demand practices. Understanding the subtleties and best practices of Medicare and Medicare enables effective planning to ensure that your clients' medical needs are covered. At the same time, plaintiff's lawyers benefit from a thorough understanding of the Medicare and Medicaid arrangements in order to obtain liens on benefits. This seminar provides needed skills to grow your practice and enhance your understanding of advantages provided by both Medicare and Medicaid, alternative long-term care funding and insurance, benefits and eligibility requirements, as well as insight on conducting an effective client intake. Our nationally recognized speakers will also cover the most up-to date developments on Medicare access, the effect of future medical expenses on Medicare, steps to effectuate liens on benefits, as well as non-compliance penalties. Registration includes course and reference materials that serve as a helpful guide to the numerous topics and techniques discussed in this convenient, 24/7 on-demand seminar by the nationally recognized seminar faculty.


1. Medicaid 101: Eligibility Requirements, Benefits, Client Intake:

a. Advantages of Medicare vs. Medicaid

b. Effectively Utilizing Other Sources of Long-Term Care Funding & Insurance

c. State and Local Programs Funding Home Care

d. Caregiver Agreements, Home Care Agencies, & Reverse Mortgages

e. Medicaid Benefits & Eligibility Requirements

f. Assessing the Clients' Current and Future Needs

- Questions to Ask

- Non-countable v. Countable

- Records to Obtain

- Agreements/Documents to Sign

g. Compliance & Regulatory Best Practices

2. Health Care & Elder Care Planning:

a. Understanding Advantages of Medicare vs. Medicaid

b. Effectively Using Third Party and Self Settled Trusts

c. Medicaid Deeming Rules for Self Settled Trusts

d. Understanding Recent Changes to the Trust Rules

e. Best Practices on SSI Transfer and Trusts Rules

f. Mastering Exception, Supplemental Needs Trusts, & Pooled Trusts

3. Effects of Future Medical Expenses to Medicare:

a. When Does Medicare Create An Interest In Future Medical Expenses?

b. Effectively Utilizing Medicare Set-asides

c. Determining How to Allocate a Medicare Set-aside

d. Guidelines on Submission to CMS for Approval

4. Recorded Question & Answer Session

Biography of Seminar Faculty:

1. Robert L. Roth is the Managing Partner of Hooper, Lundy & Bookman, P.C., the largest health law boutique in the United States. He formerly served as a senior attorney for the Centers for Medicare & Medicaid Services (CMS) of the U.S. Department of Health and Human Services (HHS) and as an Assistant Attorney General for the State of Maryland. Mr. Roth represents providers and a wide range of other clients throughout the country on federal and state regulatory and business matters, such as reimbursement, overpayment refunds/disclosure, and coordination of benefits. He actively counsels clients on complying with the issues surrounding all aspects of the Medicare/Medicaid programs, including the Medicare Secondary Payer (MSP) statute. Mr. Roth is a highly sought-after speaker and author on health law topics. He served numerous national leadership roles among health law attorneys and having published widely on Medicare & Medicaid payment issues. Mr. Roth has been an Adjunct Professor of Law at the University of Baltimore School of Law for nearly three decades.

2. Brett Newman is a respected expert on Medicare law and liens associated with Medicare benefits. He is known nationally by plaintiff's attorneys for his proficiency on claims avoidance and reduction. Mr. Newman is the founder and managing partner of The Lien Resolution Group, a firm that specializes in the ever growing nature of lien resolution and associated liability. He also manages Plaintiff Solutions, a company that provides plaintiffs with objective financial advice at the time of settlement. Mr. Newman assists both individual claimants of personal injury lawsuits and mass tort claimants in the protection of their proceeds and government benefits. He is actively involved in training settlement professionals to expand their knowledge beyond the traditional structure broker and attorney relationship.

3. Jason A. Frank is President of Frank, Frank & Scherr, LLC, where he concentrates his practice on elder law, special needs and estate planning, and representing those with age related and other disabilities. He also serves as the Assistant County Attorney for the Baltimore County Department of Aging. Mr. Frank has published widely on elder law, Medicaid, and long term care. He is a member of the Special Needs Alliance and the National Academy of Elder Law Attorneys . Mr. Frank is “AV” rated by Martindale Hubbell and is listed as a “SuperLawyer.” He has taught at the University of Baltimore Law School, The Johns Hopkins University, and the University of Maryland School of Law, among others. Mr. Frank is also President of First Maryland Disability Trust, Inc., which operates a pooled asset special needs trust. He was designated as a Certified Elder Law Attorney by the National Elder Law Foundation in 2009.

You will receive access to recording, podcast, course & reference material, and information related to CLE/MCLE credit as soon as you register with a credit card or when your check is processed.

CLE ACCREDITATION: Rossdale CLE is a national leader in attorney education and has trained thousands of attorneys, paralegals, and other legal professionals. Attend this 24/7 on-demand recording & podcast for CLE & MCLE credit with the following pending & approved jurisdictions: 1. Alaska Bar Association for 1.5 CLE Credits *

2. Alabama State Bar MCLE Commission for 1.5 MCLE credits

3. Arizona State Bar for 1.5 CLE credits**

4. State Bar of California for 1.5 MCLE credits

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

6. Connecticut (CLE credits are not required, but are encouraged)**

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

8. Florida Bar for 2.0 CLE credits

9. Georgia Bar for 1.5 CLE credits

10. Idaho State Bar for 1.5 CLE credits

11. Indiana Commission for Continuing Legal Education for 1.5 CLE Credits

12. Louisiana Supreme Court Commission on MCLE for 1.5 MCLE credits

13. Maryland (CLE credits are not required)**

14. Massachusetts (CLE credits are not required)**

15. Michigan (CLE credits are not required)**

16. Mississippi Commission on Continuing Legal Education for 1.5 CLE credits

17. Nebraska Mandatory Continuing Legal Education for 1.5 CLE credits

18. Nevada Board of Continuing Legal Education for 1.5 CLE credits

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

20. New Mexico Minimum Continuing Legal Education Board for 1.5 CLE credits

21. New York State Bar for 1.5 CLE credits

22. North Carolina State Bar Continuing Legal Education for 1.5 CLE credits

23. Oregon State Bar for 1.5 CLE credits

24. Rhode Island Mandatory Continuing Legal Education Commission for 1.5 CLE credits

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

26. Texas State Bar for 1.5 CLE credits

27. Utah State Board of Continuing Legal Education for 1.5 MCLE credits

28. Vermont Mandatory Continuing Legal Education Board for 1.5 CLE credits

29. Virginia State Bar for 1.5 MCLE credits

30. Washington State Board of Continuing Legal Education for 1.5 MCLE credits

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


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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