Learn the latest on Protecting Assets to Obtain Medicaid, Medicare, & Government Benefits 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.
Protecting Assets to Obtain Medicaid, Medicare, & Government Benefits CLE
90-Minute On-demand Seminar and Complimentary Podcast
Listen as many times as you wish and ACCESS TO THE RECORDING AND MATERIALS DOES NOT EXPIRE
Includes Online Access to complete Course/Reference Material and Complimentary Podcast.
Register for CLE and MCLE credit - specific credit hours are listed at the bottom of this page.
Benefits: The federal government spends over two trillion dollars annually on elder care. The costs of healthcare, long-term care, and nursing homes have dramatically increased for the elderly and disabled in recent years. Yet, only a small minority of clients has adequate insurance and funding for such costs. For most of the population, public benefits, including Medicaid, Medicare, & other government benefits provide the principal funding of care. This has caused an unprecedented need for counsel fluent in asset planning & protection techniques to assist clients needing to qualify for government benefits. Attorneys who counsel seniors & their families must be fluent in asset planning Our nationally recognized faculty will also cover the must up-to date developments on Medicaid & Medicare access, 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 Obtain Medicaid, Medicare, & Government Benefits CLE: a. Essential Spend-down Techniques
b. Medicare and Medicaid Eligibility, Benefits, and Intake
c. Effective Wealth Preservation Planning
d. Medicaid Asset Protection
e. Determining Ideal Timing to Protect Assets
f. Utilizing Special Needs & Trusts-based Solutions
g. Planning for Critical Needs
h. Obtaining Government Benefits for Clients
i. Understanding the Application & Appeals Process
j. Tools to Generate the Best Possible Proof
k. Medicare Prescription Drug Programs
l. Best Practices on Seeking Prescription Drug Assistance
Recorded Question and Answer Session Biography of Seminar Faculty: 1.
Howard S. Krooks is an authority on guardianships & a certified elder law attorney by the National Elder Law Foundation. A Partner at Elder Law Associates, PA and Of Counsel to Amoruso & Amoruso LLP, Mr. Krooks devotes his practice to elder law and trusts and estates matters, including representing seniors and persons with special needs and their families in connection with asset preservation planning, supplemental needs trusts, Medicaid, Medicare, planning for disability, guardianship, wills, trusts and health care planning with advance directives. He is a former President of the National Academy of Elder Law Attorneys and Past Chair of the Elder Law Section of his state bar. Selected as a SuperLawyer and AV-rated by Martindale-Hubbell, Mr. Krooks has spoken and written widely on guardianship issues, including serving as an adjunct faculty member at NYU and serving as an instructor for his state’s Certified Guardian & Court Evaluator Training program. He has been quoted in The Wall Street Journal, The New York Times, Kiplinger’s, USA Today, The New York Post, Newsday, and also appeared on PBS and the CBS Early Morning show.
2.
David J. Zumpano is a leading authority on Medicaid Planning and practices at the Estate Planning Law Center. His practice remains focused on Estate and Medicaid planning, asset and business protection and elder law. He has been featured in the Wall Street Journal, on National Public Radio, and is a regular speaker and trainer on estate planning, asset protection and Medicaid Planning to many national legal organizations and banking and financial institutions. In addition to his law firm, Mr. Zumpano is Founder of Medicaid Practice Systems, LLC (MPS) and Co-Founder of Lawyers With Purpose, LLC (LWP). He is also the creator of a Law Practice System for attorneys to provide comprehensive Estate, Medicaid and Asset Protection Planning to clients, which has been implemented by over 750 law firms nationwide. Mr. Zumpano is a highly sought-after lecturer and author on Medicaid & Estate Planning, having published Protect Your IRA: Avoid the 5 Common Mistakes, Irrevocable Pure Grantor Trusts: The Estate Planning Landscape Has Changed, and What Hard Work Giveth, the Nursing Home Taketh Away: Asset Preservation Under Medicaid. He is also a contributing author to Giving: Philanthropy for Everyone.
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**
Arkansas Supreme Court - Office of Prof. Programs 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 Ethics 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 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
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)
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.
