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Intro to Social Security, Medicare, & Medicaid CLE..24/7 On-demand Recording & Complimentary Podcast

SKU: 567892 $179.00 $149.00 Rossdale Savings:: $30.00

Learn the latest on Intro to Social Security, Medicare, & Medicaid 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

Intro to Social Security, Medicare, & Medicaid CLE
90-Minute On-demand Seminar & Complimentary Podcast
Includes Online Access to Complete 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 Social Security, Medicare, Medicaid, and disability 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. Social Security programs are a significant source of cash and health benefits for individuals with disabilities. At the same time, recent changes to the area of government benefits have led to a surge in interest in disability and elder planning. From the underlying substantive law to practical aspects, this seminar will cover the latest developments, cutting-edge practices, and techniques related to benefits, claims, appeals, grievances in this evolving practice. Registration includes access to course and reference materials that serve as a helpful guide to the numerous topics and techniques discussed in the convenient, 24/7 on-demand seminar.


1. Medicare & Medicaid Eligibility, Benefits, Intake:

a. What You Need to Know about Government Benefit Programs

b. Helping Clients with State and Local Funded Benefits

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

d. Matching Eligibility Requirements

e. Assessing the Clients' Current and Future Needs

2. Successfully Obtaining Social Security Benefits:

a. Understanding the Application Process

b. Insight on the Appeals Process

c. Building A Prima Facie Case of Disability under the Social Security Act:

- Determining What Needs to be Shown

- Presenting the Ideal Evidence to Advance Your Client’s Case

- Best Practices for the Lawyer & Client to Generate the Best Possible Proof

3. Best Practices on Long-term Disability & Elder Panning:

a. Effectively Seeking Long-term Disability Benefits

b. Changes to the Standard of Judicial Review for Long-term Disability Benefits

c. Understanding Abuse of Discretion

d. Questions to Ask, Records to Obtain, Agreements/Documents to Sign

4. Recorded Question & Answer Session

Biography of Seminar Faculty:

1. Judith D. Grimaldi is a partner in the pioneering elder law firm Grimaldi & Yeung LLP. Ms. Grimaldi’s perspective on the issues facing the elderly and disabled is unique; it was shaped by more than a decade of field experience as a social worker. In this capacity, Ms. Grimaldi served as Director of a prominent Community Care Organization and as a college instructor in Gerontology. In addition, she was a community relations and family coordinator at a large psychiatric center. Each of these positions provided Ms. Grimaldi with unique, first-hand encounters with the day-to-day impact of aging and disability. As an attorney for the past two decades, Ms. Grimaldi has represented the rights of the elderly and disabled. She has special expertise on Medicare and Medicaid, health law, trusts and wills and estates. Her particular focus is on family caregivers and homecare. Ms. Grimaldi is a Certified Elder Law Attorney. She has received numerous awards of excellence in practice, including being named one of her state's "Best Lawyers," listed as aSuperLawyer, and being peer review rated for ethical standards and legal ability through Martindale-Hubbell. Ms. Grimaldi is an active member of the National Academy of Elder Law Attorneys, is the Immediate Past President of of her state's NAELA Chapter, serves as an editor of the NAELA NEWS and is a member of NAELA’s Council of Advanced Practitioners, and serves on the Executive Committee of her state bar association's Elder Law Section, among numerous bar leadership positions. She has written on elder law issues for Newsday and has appeared on the "New York Voices" program for PBS as well as Bill Moyers’ PBS special on end of life choices.

2. Dana Wayne Duncan is a leading authority on Social Security Disability, Federal Social Security Appeals, and Worker's Compensation. Mr. Duncan is been involved in numerous landmark Social Security cases and appeals during his legal career. He is a member of the National Association of Disability Representatives and the National Organization of Social Security Claimant’s Representatives. Given his expertise on the subject, Mr. Duncan has become a popular speaker on Social Security, having presented recent lectures on "SSDI Evidence" & "Preserving Issues for Appeal."

3. Michael H. Erde is one of the nation's leading elder law attorneys. He has over four decades of experience as an attorney and is a Certified Elder Law Attorney by the National Elder Law Foundation as well as an elected member of the Council of Advanced Practitioners (CAP), a small group of premiere elder law attorneys, all of whom have been members of the National Academy of Elder Law Attorneys (NAELA) for at least 10 years, are CELAs and are AV rated by Martindale-Hubbell. He has been recognized by his peers as a SuperLawyer for Elder Law and featured as one of his city's top rated lawyers in Elder Law. Mr. Erde is a highly sought-after instructor on Medicaid, Medicare, estate planning, elder law, guardianships, & probate.

Who should attend this seminar?
Attorneys, paralegals, and legal professionals.

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 convenient, 24/7 on-demand seminar for CLE & MCLE credit with the following pending & approved jurisdictions:

Alaska Bar Association for 1.5 CLE Credits *

Arizona State Bar for 1.5 CLE credits**

State Bar of California for 1.5 MCLE credits

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

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

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 credit

Idaho State Bar for 1.5 CLE credits

Indiana Commission for Continuing Legal Education 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)**

> Nevada Board of Continuing Legal Education 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

Oregon State Bar for 1.5 CLE credits

South Dakota (CLE credits are not required)**

Texas State Bar 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. 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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