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Medicaid, Medicare, & Disability Law. 24/7 On-demand Recording & Complimentary Podcast

SKU: 2809461 $179.00 $149.00 Rossdale Savings:: $30.00

Learn the latest on Medicaid, Medicare, & Disability Law with this convenient, 24/7 On-demand Seminar & Complimentary Podcast. Register to obtain CLE & MCLE credit, complete access to 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.

Medicaid, Medicare, & Disability Law
90-Minute On-demand Seminar & Complimentary Podcast
Includes Online Access 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. Understanding the subtleties and best practices of Medicare and Medicare enables effective planning to ensure that your clients’ medical needs are covered. At the same time, recent changes to the area of government benefits has led to a surge in interest in disability and elder planning. This seminar provides needed skills to grow your practice and enhance your understanding of advantages provided by both Medicare and Medicaid, disability & elder planning, benefits and eligibility requirements, as well as insight on conducting an effective client intake. Our nationally recognized speakers 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. Registration includes access to course and reference materials that serve as a helpful guide to the numerous topics and techniques discussed in the convenient 24/7 on-demand seminar. Register today to attend Medicaid, Medicare, & Disability Law.


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

- Questions to Ask

- Non-countable v. Countable

- Records to Obtain

- Agreements/Documents to Sign

2. Mastering Special Needs Trusts & Disability Benefits Planning:

a. Effectively Obtaining Government Benefits for Disabled and Special Needs

b. The Roles of Disabilities under Federal Supplemental Security Income and Medicaid

c. Protecting and Maximizing Public Benefits

d. Drafting & Administering Special Needs Trusts

e. Managing the Distribution of Trusts & Benefits

3. Mastering Medicare Benefits & Elder Planning:

a. Medical & Hospital Insurance

b. Understanding Service Fees

c. Things to Consider: Gaps & Plans

d. Strategies on Asset Management

e. Medical Expense Planning

4. Recorded Question & Answer Session

Biography of Expert Faculty:

1. Laurie G. Steiner is a leading elder law attorney and a member of the law firm Budish, Solomon, Steiner & Peck, Ltd. Her practice is focused on life care planning, elder law, estate planning, and probate. Ms. Steiner is a Certified Elder Law Attorney by the National Elder Law Foundation and an accredited attorney for the preparation, presentation and prosecution of claims for veterans’ benefits before the Department of Veterans Affairs. Ms. Steiner is a highly sought-after expert and speaker on Elder Law, Medicaid/Disability Planning and Estate Planning. She has contributed her work in numerous magazines and has been called upon to share her expertise on several televisions programs.

2. G. Mark Shalloway is a Certified Elder Law Attorney by the National Elder Law Foundation and is a member of the charter class of attorneys Board Certified in Elder Law by his state bar. His practice focuses on elder law and Medicaid planning. He has received an AV-rating from Martindale-Hubble for excellence in practice. Nationally, Mr. Shalloway has served as President for and is a Fellow of the National Academy of Elder Law Attorneys. He has also served as Chair of the NAELA Advanced Educational Institute and has received its Outstanding Achievement Award for his contribution with elder law attorneys in his state. Mr. Shalloway has been appointed by two separate governors to serve as the Attorney on the state's Long-Term Care Ombudsman Council for his county. He frequently lectures law students and attorneys across the country on special needs trusts.

3. Jason A. Frank is President of Frank, Frank & Scherr, LLC, where he concentrates his practice on elder law, special needs and estate planning, and representing those with age related and other disabilities. He also serves as the Assistant County Attorney for the Baltimore County Department of Aging. Mr. Frank has published widely on elder law, Medicaid, and long term care. He is a member of the Special Needs Alliance and the National Academy of Elder Law Attorneys . Mr. Frank is “AV” rated by Martindale Hubbell and is listed as a “SuperLawyer.” He has taught at the University of Baltimore Law School, The Johns Hopkins University, and the University of Maryland School of Law, among others. Mr. Frank is also President of First Maryland Disability Trust, Inc., which operates a pooled asset special needs trust. He was designated as a Certified Elder Law Attorney by the National Elder Law Foundation in 2009.

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 convenient, on-demand seminar & podcast for CLE & MCLE credit with the following pending & approved jurisdictions:

1. Alaska Bar Association for 1.5 CLE Credits *

2. Alabama State Bar MCLE Commission for 1.5 MCLE credits

3. Arizona State Bar for 1.5 CLE credits**

4. State Bar of California for 1.5 MCLE credits

5. Colorado Supreme Court Board of Continuing Legal & Judicial Education for 1.8 CLE Credits

6. Connecticut (CLE credits are not required, but are encouraged)**

7. District of Columbia (CLE credits are not required)***

8. Florida Bar for 2.0 CLE credits

9. Georgia Bar for 1.5 CLE credits

10. Idaho State Bar for 1.5 CLE credits

11. Indiana Commission for Continuing Legal Education for 1.5 CLE Credits

12. Louisiana Supreme Court Commission on MCLE for 1.5 MCLE credits

13. Maryland (CLE credits are not required)**

14. Massachusetts (CLE credits are not required)**

15. Michigan (CLE credits are not required)**

16. Mississippi Commission on Continuing Legal Education for 1.5 CLE credits

17. Nevada Board of Continuing Legal Education for 1.5 CLE credits

18. New Jersey Board on Continuing Legal Education for 1.5 CLE credits (per Rule 201:4)

19. New Mexico Minimum Continuing Legal Education Board for 1.5 CLE credits

20. New York State Bar for 1.5 CLE credits

21. North Carolina State Bar Continuing Legal Education for 1.5 CLE credits

22. Oregon State Bar for 1.5 CLE credits

23. Rhode Island Mandatory Continuing Legal Education Commission for 1.5 CLE credits

24. South Dakota (CLE credits are not required)**

25. Texas State Bar for 1.5 CLE credits

26. Utah State Board of Continuing Legal Education for 1.5 MCLE credits

27. Vermont Mandatory Continuing Legal Education Board for 1.5 CLE credits

28. Virginia State Bar for 1.5 MCLE credits

29. Washington State Board of Continuing Legal Education for 1.5 MCLE credits

30. Wisconsin Board of Bar Examiners for 1.5 CLE credits

31. 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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