Learn the latest on Protecting Assets while Qualifying for Government Benefits & Elder Law with this convenient, 24/7 On-demand Seminar & Complimentary Podcast. Register to obtain CLE & MCLE credit, online access to over 150 pages of 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.

Benefits:

Representing clients in obtaining government 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, Medicare’s Liens, 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.

Agenda:

1. Protecting Assets While Qualifying for Government Benefits:

a. Effective Asset Planning

b. Determining Ideal Timing

c. Utilizing Special Need & Trusts-based Solutions

d. Planning for Critical Needs

e. Successful Tax Considerations

2. Mastering Elder Planning:

a. Legal Issues involving Insurance

b. Effectively Representing Elderly & Special Needs Persons

c. Cutting-Edge Health Matters

d. Additions to Power of Attorney

e. Medical Expense Planning

3. Medicare Set-Asides & Trusts:

a. What You Need to Know about Medicare Benefits

b. Protecting Medicare's Interest

c. Taking Advantage of the Step-by-Step Lien Process

d. Set-Aside Arrangements

e. Supporting Documents for Medicare Arrangements

4. Recorded Question & Answer Session

Biography of Seminar Faculty:

1. Jason Lazarus is a founding Principal and Chief Executive Officer of Synergy Settlement Services, which offers healthcare lien resolution, Medicare Secondary Payer compliance services, pooled trust services, settlement asset management services and structured settlements. He is also the managing partner and founder of the Special Needs Law Firm, which provides legal services related to public benefit preservation, liens and Medicare Secondary Payer compliance. Prior to joining the Synergy team, Mr. Lazarus was the President of a National Settlement Planning firm and spent ten years assisting injury victims as a settlement planner. Mr. Lazarus also practiced as a Medical Malpractice and Workers' Compensation attorney. Mr. Lazarus has been published widely and presented on the topic of settlement planning and Workers’ Compensation. Mr. Lazarus is a Medicare Set Aside Consultant certified by the International Commission on Health Care Certification. He also earned his certification and the designation of Certified Structured Settlement Consultant (CSSC) from the University of Notre Dame in conjunction with the National Structured Settlement Trade Association.

2. Dave Place is the Vice President, Director of Lien Resolution Services for Synergy Settlement Services, a group of companies offering healthcare lien resolution, Medicare secondary payer compliance services, pooled trust services, settlement asset management services and structured settlements. Prior to joining Synergy, Mr. Place spent fourteen years representing large private group health insurance plans, self-funded ERISA groups, Medicare Advantage plans, state Medicaid plans, Stop-Loss plans and disability plans in their subrogation/recovery programs. He asserted subrogation/reimbursement rights for those groups in all fifty states. Mr. Place now exclusively assists personal injury victims and plaintiff counsel with complex lien resolution problems using his vast knowledge of the other side’s techniques.

Who should attend this seminar?
Attorneys, judges, 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, on-demand seminar & podcast seminar for CLE & MCLE credit with the following pending, available, & approved jurisdictions:

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 & 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 State Board of CLE for 1.5 CLE credits

Idaho State Bar for 1.5 CLE credits

Indiana Commission for Continuing Legal Education for 1.5 CLE Credits

Illinois - Supreme Court of Illinois for 1.5 MCLE 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 State Bar for 1.5 CLE credits

Pennsylvania Continuing Legal Education Board 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

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.