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Mastering Medicare, Medicaid, & Protecting Assets While Qualifying for Medicaid..24/7 On-demand Recording & Complimentary Podcast

SKU: 754209 $179.00 $149.00 Rossdale Savings:: $30.00

Learn the latest on Mastering Medicare, Medicaid, & Protecting Assets While Qualifying for 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.

Mastering Medicare, Medicaid, & Protecting Assets While Qualifying for Medicaid Live 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 Medicare and Medicaid benefits provides consistent workflow and has recently become one of the most in-demand practices. The costs of elder healthcare, long-term care, and nursing homes have dramatically increased in recent years. Yet, only a small minority of clients has adequate insurance and funding for such costs. For most of the population, Medicaid provides the principal funding of care. This has caused an unprecedented need for counsel fluent in asset protection techniques to assist clients seeking government benefits. Attorneys who counsel seniors & their families must be fluent in Medicaid asset protection. Our nationally recognized faculty will also cover the must up-to date developments on Medicare access, the effect of future medical expenses on government benefits, and the landscape of Medicare, medical expense planning, and protecting asset while qualifying for Medicare. Registration includes access to course and reference materials that serve as a helpful guide to the numerous topics and techniques discussed in the seminar.


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

2. Protecting Assets While Qualifying for Medicaid:

a. Effective Asset Planning

b. Determining Ideal Timing

c. Utilizing Special Need & Trusts-based Solutions

d. Planning for Critical Needs

e. Successful Tax Considerations

3. Mastering Medicare Benefits & Elder Planning:

a. Medical & Hospital Insurance

b. Effectively Representing Elderly & Special Needs Persons

c. Things to Consider: Eleven Health Matters

d. Additions to Power of Attorney

e. Medical Expense Planning

4. Recorded Question & Answer Session

Biography of Seminar Faculty:

1. Evan H. Farr is widely recognized as one of the nation's foremost experts in the country in the field of Medicaid Asset Protection and related Trusts and one of this state's leading Elder Law, Estate Planning, and Specials Needs attorneys. Mr. Farr has been quoted or cited as an expert by numerous sources, including the Washington Post, Newsweek Magazine, Trusts & Estates Magazine, The American Institute of Certified Public Accountants, and has been featured as a guest speaker on numerous radio shows. Mr. Farr has been named by SuperLawyers as one of the top 5% of Elder Law and Estate Planning attorneys in his state and by Newsweek Magazine as one of the top attorneys in the country. His publications include 3 National Best Selling books in the field of Elder Law: How to Protect Your Assets From Probate PLUS Lawsuits PLUS Nursing Home Expenses with the Living Trust Plus; the Nursing Home Survival Guide, which provides valuable information and guidance to families dealing with the possibility of nursing home care and struggling to make the best decisions for themselves or their loves ones; and Protect & Defend, which Mr. Farr co-authored with a host of other top attorneys across the country. Mr. Farr is a Certified Elder Law Attorney by the National Elder Law Foundation.

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. Mollie A. Whitehead practices at Michael H. Erde & Associates, P.C., where she represents clients in the areas of estate planning, probate, guardianships, Medicaid planning, elder law and trust administration. She 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 graduate of The American University, Washington College of Law.

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 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

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)**

Mississippi Commission on Continuing Legal Education for 1.5 CLE credits

Nebraska Mandatory 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

Oregon State Bar for 1.5 CLE credits

South Dakota (CLE credits are not required)**

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

Washington State Board of Continuing Legal Education 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. 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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