Learn the latest on Mastering Medicaid, Social Security, and Medicare Law 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.

Benefits:

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 this convenient, telephonic seminar.

Agenda:

1. Medicare and Medicaid Eligibility, Benefits, and 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 and Client to Generate the Best Possible Proof

3. Best Practices on Long-term Disability and 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. Interactive Question and Answer Session

Biography of Seminar Faculty:

1. Judith D. Grimaldi is a partner in the pioneering elder law firm Grimaldi and 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" and "Preserving Issues for Appeal."

3. Ronald Fatoullah is a nationally recognized elder law attorney with, with a focus on helping clients understand the legal and financial challenges of aging. He has been honored by many organizations for his achievements and contributions to the senior citizen community and has an eight year inclusion as one of the “Best Lawyers”® in his state, in the fields of elder law; trusts; estates and a seven consecutive year inclusion as a “Super Lawyer”. Mr. Fatoullah lectures frequently to both the public and private factors on aging, elder law estate planning. His contributing articles may be found in the New York Times, Newsday, the Wall Street Journal, and various online publications devoted to senior citizen issues. He was recently named Co-Chair of the Financial Planning and Investments Committee of the Elder Law and Special Needs Section of his state bar association and selected to serve on the Executive Council of AARP.

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

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 AND LEARN AT YOUR CONVENIENCE WITH THIS CONVENIENT 24/7 ON-DEMAND SEMINAR AND 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.