Learn the latest on Mastering Medicaid Spend-downs, Government & Elder Benefits 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.

Benefits:

The costs of healthcare & long-term care have dramatically increased in recent years. Yet, only a small minority of clients has adequate insurance and funding for this required assistance. At the same time, the spend-down of assets to qualify for government & elder benefits has 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 a national authority in the subject, who will cover tools for spend-down's, exempt vs. non-exempt assets, differences between singles and married couples, the effect of future medical expenses on government benefits, and the landscape of Medicaid & medical expense planning. 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:

Mastering Medicaid Spend-downs, Government & Elder Benefits CLE:

a. Essential Spend-down Techniques

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

c. Determining Ideal Timing to Protect Assets

d. Utilizing Special Need & Trusts-based Solutions

e. Planning for Critical Needs

f. Successful Planning Considerations

g. Use of Annuities & Insurance

h. Understanding the Application Process

i. Insight on the Appeals Process

j. Tools to Generate the Best Possible Proof

k. Exempt vs. Non-exempt Assets

l. Best Practices on Seeking Prescription Drug Assistance

Interactive Question & Answer Session with the Experts

Biography of Seminar Faculty:

1. Landon Sandberg is the founding law partner at Sandberg, Stettler, & Bloxham, where he specializes in Medicaid and V.A. pension planning. A V.A. accredited attorney, Mr. Sandberg is a highly-sought after lecturer and author on issues involving Medicaid law, spend-downs, and veterans benefits. Mr. Sandberg assists clients in preserving their assets and getting the care they need. He is a graduate of Drake University Law School.

2. 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. Dave 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.

3. Lissett C. Ferreira is a Partner at Meenan & Associates, LLC, where she is a passionate and experienced advocate for families and individuals in transition, from marriage to divorce, birth of kids to death, and illness or disability to aging. She serves as the chair of the firm’s Elder Law and Family Law & Divorce practice groups, with a particular emphasis on guardianship, Medicaid, divorce, and prenuptial/marital agreements. Prior to entering private practice, Ms. Ferreira served for nearly a decade as a senior court attorney for a state court judge, first in a matrimonial part, and thereafter in a guardianship part. In that capacity, she was involved in hundreds of matrimonial and guardianship matters, developing unparalleled insight and breadth of knowledge in these highly specialized areas of the law. Ms. Ferreira assists clients with developing and implementing proper estate planning, helping clients with wills, powers of attorney, health care proxies, living wills and guardianship designations. Ms. Ferreira has lectured on guardianships for various bar associations, and regularly presents at community workshops on estate, special needs and Medicaid planning. Most recently, she assisted in organizing and sponsoring various CLEs as co-Chair of her state bar's Elder Law & Disabilities Committee. Ms. Ferreira is a graduate of Brown University and the Fordham University School of Law.

CLE ACCREDITATION: Rossdale CLE is a national leader in attorney education and has trained thousands of attorneys, paralegals, and other legal professionals. Attend this convenient, on-demand seminar & podcast for CLE & MCLE credit with the following pending & approved jurisdictions:

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

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

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 Mexico Minimum Continuing Legal Education Board for 1.5 CLE credits

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

Oregon State Bar 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)

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

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.