Learn the latest on Mastering Medicaid, Asset Protection Trusts, & Elder Law 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:

With upcoming changes in Medicaid and issues relating to the senior population, this course will provide a comprehensive discussion on Mastering Medicaid, Asset Protection Trusts, & Elder Law. Understanding the subtleties and best practices of Medicaid enables effective planning to ensure that your clients’ medical needs are covered. At the same time, the growing senior population has led to a surge in interest in guardianships, long-term care planning, special needs trusts, asset protection trusts, and elder planning. From the underlying substantive law to practical aspects, this seminar will cover the latest developments, cutting-edge practices, and techniques related to benefits, claims, appeals, grievances in this evolving practice. This program features three leading authorities, who will share the latest developments to best advantage your practice and clients. Registration includes access to course and reference materials that serve as a helpful guide to the numerous topics and techniques discussed in this convenient, telephonic seminar.

Agenda:

Mastering Medicaid, Asset Protection Trusts, & Elder Law:

a. Effectively Utilizing Sources of Long-Term Care Funding & Insurance

b. The Need for Guardianships

c. Medicaid Benefits & Eligibility

d. Asset Protection Trusts

e. Assessing the Clients' Current and Future Needs

f. Special Needs Planning & Trusts

g. Understanding the Application & Appeals Process

h. Effectively Seeking Long-term Disability Benefits

i. Financial Review

j. Medicaid Asset Protection

k. Elder Benefits

Recorded Question & Answer Session with the Experts

Biography of Seminar Faculty:

1. Colleen Bratkovich practices at Zacharia Brown, where she focuses on Medicaid Planning and Eligibility, Veterans’ Benefits, and related Estate Planning and Estate Administration issues. Ms. Bratkovich is accredited by the Veteran’s Administration to represent Veterans in their claims before the Department. Prior to her legal career, Ms. Bratkovichn worked at St. Francis Hospital and Three Rivers Health Plans, now part of United Health Plans. She is a highly sought-after lecturer on Elder Law topics and has taught various seminars including continuing education classes for lawyers, accountants and nursing home administrators. Ms. Bratkovich can be heard broadcasting for several Elder Law Radio programs.

2. Lissett C. Ferreira is a Partner at Meenan & Associates, LLC, where she is a passionate and experienced advocate for families and individuals in transition, from marriage to divorce, birth of kids to death, and illness or disability to aging. She serves as the chair of the firm’s Elder Law and Family Law & Divorce practice groups, with a particular emphasis on guardianship, Medicaid, divorce, and prenuptial/marital agreements. Prior to entering private practice, Ms. Ferreira served for nearly a decade as a senior court attorney for a state court judge, first in a matrimonial part, and thereafter in a guardianship part. In that capacity, she was involved in hundreds of matrimonial and guardianship matters, developing unparalleled insight and breadth of knowledge in these highly specialized areas of the law. Ms. Ferreira assists clients with developing and implementing proper estate planning, helping clients with wills, powers of attorney, health care proxies, living wills and guardianship designations. Ms. Ferreira has lectured on guardianships for various bar associations, and regularly presents at community workshops on estate, special needs and Medicaid planning. Most recently, she assisted in organizing and sponsoring various CLEs as co-Chair of her state bar's Elder Law & Disabilities Committee. Ms. Ferreira is a graduate of Brown University and the Fordham University School of Law.

3. Avery J. Mayne practices at Walny Legal Group LLC, where she focuses her practic on guardianships, special needs, divorce and long-term care planning. She concentrates her practice in family law, elder law and guardianship. As part of Ms. Mayne’s Elder Law practice, she helps families and individuals with Medicaid (Title XIX) asset protection planning. Additionally she assists clients seeking eligibility for long-term care benefits in the pre-planning and crisis planning stages. When working with families for specialized disability and special needs planning, Ms. Mayne utilizes special needs trusts and other unique planning tools available for individuals with special needs. She also represents clients with disabled family members in adult guardianship proceedings. In guardianship actions, Ms. Mayne is experienced with petitioning, defending, and serving in the fiduciary guardian role in high conflict matters.

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 & 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 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

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 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.