Learn the latest on Obtaining Government Benefits & Social Security while Protecting Assets with this convenient, 24/7 On-demand Seminar & Complimentary Podcast. Register to obtain CLE & MCLE credit, online access to complete 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 Social Security & 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, Medicaid and funding for such costs. For most of the population, government benefits, including Social Security, Medicaid, & Medicare 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 Medicare asset protection. Our nationally recognized faculty will also cover the most up-to date developments on Medicare & Medicaid access, Social Security benefits, the effect of future medical expenses on government benefits, and the landscape of Medicare, medical expense planning, and protecting asset while qualifying for government benefits. 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:

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 Planning Considerations

f. Protecting Medicaid Benefits

2. Obtaining Social Security Benefits for Clients:

a. Understanding the Application Process

b. Insight on the Appeals Process

c. Determining What Needs to be Shown

d. Presenting the Ideal Evidence to Advance Your Client’s Case

e. Tools to Generate the Best Possible Proof

3. Understanding the Role of the Medicare Prescription Drug Program:

a. Who is Eligible for Benefits?

b. Best Practices on Seeking Prescription Drug Assistance

c. Contemplating Recent Changes to the Program

4. Recorded Question & Answer Session with the Faculty

Biography of Seminar Faculty:

1. Joel Weissler is the Founder & Principal of Weissler Law Group, where he draws on his experience in estate planning, asset protection and elder law. Mr. Weissler was drawn to asset protection for families after witnessing too many hard working business owners left broke and devastated, crippled and unable to continue on or make a new start. He has practiced for over 25 years and is certified as a Tax Law Specialist by his state bar. He has served as a contributing author to the University of California CEB Press Guide to Business Succession Planning. He has written considerably on focusing on the use of select estate planning tools to reduce tax in the sale or gifting of a business to family members, key employees or outsiders. Mr. Weissler's full-length book The Guide to Growing Old Without Going Broke, has been widely released in print and as an e-book format. Mr. Weissler earned an LLM in Taxation from the University of San Diego.

2. Shellie Lott is a Partner at Cerney Kreuze & Lott, LLP, where she focuses on Social Security Law. She is on the Social Security panel for the County’s Lawyer Referral Service. As a sustaining member of the National Organization of Social Security Claimants’ Representatives (“NOSSCR”) and a member of her local chapter, she is heavily involved in the planning and attending the conferences and meetings. In addition to representing clients at their administrative hearings, Ms. Lott focuses on US District Court appeals.

3. Ronald Fatoullah is a nationally recognized elder law attorney with, 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.

Attend this 24/7 on-demand recording & 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

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 State Bar for 1.5 CLE 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 State Board of Continuing Legal Education 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.