Learn the latest on Mastering Spend-downs to Qualify for Medicaid, Medicare, and Government Benefits 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.
Mastering Spend-downs to Qualify for Medicaid, Medicare, and Government Benefits 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.
Final Hours to Register
Register for CLE and MCLE credit - specific credit hours are listed at the bottom of this page.
Benefits: The costs of healthcare and 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 spend-down of assets and Medicaid Spend-downs to qualify for government and elder benefits have changed over the years and become more complex. For most of the population, public benefits, including Medicaid and 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 several 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 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: Mastering Spend-downs to Qualify for Medicaid, Medicare, and Government Benefits CLE: a. Essential Spend-down Techniques
b. Effective Wealth Preservation Planning
c. Qualifying for Medicaid and Other Benefits When Assets Exceed the Limit
d. Medicaid Planning
e. Determining Ideal Timing to Protect Assets
f. Medicaid Asset Protection
g. Planning for Critical Needs
h. Understanding the Application Process
i. Insight on the Appeals Process
j. Exempt vs. Non-exempt Assets
k. Case Law Update
Recorded Question and Answer Session Biography of Seminar Faculty: 1.
Rebecca A. Hobbs is a Partner at O’Donnell, Weiss and 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.
Mollie A. Whitehead is a Partner at WhiteheadFink Elder Law, LLC, where she focuses on Elder Law, Estate Planning, Probate and Trust Administration, Guardianships, and Medicaid Planning. Ms. Whitehead regularly appears in court on trust, probate and guardianship cases. Ms. Whitehead is a member of the National Academy of Elder Law Attorneys. She is a member of the National Academy of Elder Law Attorneys. She is a graduate of The American University, Washington College of Law.
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 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)
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.
