Learn the latest on Using Spend-downs to Maximize Medicaid, Medicare, and Social Security CLE 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.
Using Spend-downs to Maximize Medicaid, Medicare, and Social Security 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 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, 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: Using Spend-downs to Maximize Medicaid, Medicare, and 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. Determining Ideal Timing to Protect Assets
h. Medicaid Asset Protection
i. Long-term Disability Benefits
j. Understanding the Application and Appeals Process
k. Exempt vs. Non-exempt Assets
Recorded Question and Answer Session Biography of Seminar Faculty: 1.
Ronald Fatoullah is a nationally recognized elder law attorney, with a focus on helping clients understand the legal and financial challenges of aging. He has been honored by many organizations for his achievements and contributions to the senior citizen community and has an eight year inclusion as one of the “Best Lawyers”® in his state, in the fields of elder law; trusts; estates and a seven consecutive year inclusion as a “Super Lawyer”. Mr. Fatoullah lectures frequently to both the public and private factors on aging, elder law estate planning. His contributing articles may be found in the New York Times, Newsday, the Wall Street Journal, and various online publications devoted to senior citizen issues. He was recently named Co-Chair of the Financial Planning and Investments Committee of the Elder Law and Special Needs Section of his state bar association and selected to serve on the Executive Council of AARP.
2.
Jasmine C. Dickerson practices at Barbara B. Comerford, where she specializes in Social Security Disability Benefits and ERISA disability cases. Prior to joining the Law Offices of Barbara B. Comerford, Ms. Dickerson assisted at a trial judge, where she conducted research and wrote memoranda pertaining to a wide variety of legal issues faced in civil litigating, ranging from contract settlements to municipal tort liability. Mrs. Dickerson has spoken widely on Social Security Disability Benefits and ERISA.
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
District of Columbia (CLE credits are not required)***
Delaware Commission on Continuing Legal Education *******
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.
***** Members of the SC Bar may seek credit directly with the CLE Commission by submitting the 1-page form to the Commission prior to the teleconference and may contact the sponsor to secure an off-set in the registration cost.
******* 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. REGISTER FOR CLE CREDIT AND LISTEN & LEARN AT YOUR CONVENIENCE WITH THIS CONVENIENT 24/7 ON-DEMAND SEMINAR & PODCAST.
