Learn the latest on Protecting Assets to Maximize Medicaid, Medicare, Nursing Home Benefits, & Social Security 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:

The federal government spends over two trillion dollars annually on elder care. The costs of healthcare & 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. There is an unprecedented need today for counsel fluent in asset planning and asset protection techniques to assist clients needing to qualify for government assistance. The faculty for this program features several national authorities on the subject, who will cover tools for developments on Medicaid & Medicare access, Nursing Home, Social Security benefits, 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:

Protecting Assets to Maximize Medicaid, Medicare, Nursing Home Benefits, & Social Security CLE:

a. Essential Spend-down Techniques

b. Medicare and Medicaid Eligibility, Benefits, and Intake

c. Effective Wealth Preservation Planning

d. Qualifying for Government Benefits when Assets Exceed the Limit

e. Social Security Planning

f. State and Local Funded Benefits

g. State and Local Funded Benefits

h. Determining Ideal Timing to Protect Assets

i. Medicaid Asset Protection

j. Long-term Disability Benefits

k. Understanding the Application and Appeals Process

l. Exempt vs. Non-exempt Assets

Recorded Question & 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 a SuperLawyer, 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 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. Avery J. Mayne practices at Walny Legal Group LLC, where she focuses her practice on guardianships, special needs, divorce and long-term care planning. She concentrates her practice in family law, elder law and guardianship. As part of Ms. Mayne’s Elder Law practice, she helps families and individuals with Medicaid (Title XIX) asset protection planning. Additionally she assists clients seeking eligibility for long-term care benefits in the pre-planning and crisis planning stages. When working with families for specialized disability and special needs planning, Ms. Mayne utilizes special needs trusts and other unique planning tools available for individuals with special needs. She also represents clients with disabled family members in adult guardianship proceedings. In guardianship actions, Ms. Mayne is experienced with petitioning, defending, and serving in the fiduciary guardian role in high conflict matters.

3.Stacy Elizabeth Thompson is a Partner at Bluestein & Nichols, LLC, where she focuses her practice on Social Security Disability Law. Ms. Thompson is a sustaining member of the National Organization of Social Security Claimant’s Representatives and has been elected to serve on its Board to represent two different federal circuits. Ms. Thompson has also served in leadership positions in numerous bar association committees on Social Security Disability. She has spoken and written widely on case evaluation, initial interviews and case development.

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

Delaware Commission on Continuing Legal Education *******

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

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 Bar for 1.5 MCLE Credits

Pennsylvania Continuing Legal Education Board for 1.5 CLE Credits

Puerto Rico for 1.5 CLE credits (Tribunal Supremo de Puerto Rico)

Rhode Island Mandatory Continuing Legal Education Commission for 1.5 CLE credits

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

Washington for 1.5 CLE credits

West Virginia for 1.8 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.

**** 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.

******* Please include your DE Bar Number so a Form 4 may be forwarded to you after the course.

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.