The U.S. senior population is growing and with it grows the need for assisted care. Nursing home care is now one of the main obstacles to passing wealth on to the next generation. Are you confident you're offering your clients all the options available to them? This practical benefits kit will give you the navigational knowledge of the primary sources of benefits that can help your clients go from destitute to dignified during their golden years. Get up-to-the-minute advice on eligibility criteria, application and appeals process, and post-eligibility issues. Register today!
Leverage all Medicaid planning tools to qualify clients and preserve family assets.
Adopt effective lookback strategies to save the day in crisis Medicaid planning.
Learn how the new VA rule affects veterans' claims and appeals.
Compare special needs trusts and ABLE accounts and determine the best option for each client.
Help clients navigate the maze of SSDI application, hearing, and appeals.
Anticipate post-eligibility problems and help clients avoid them.
Understand how client capacity determination is tackled in the legal ethics canons.
Ensuring Medicaid Eligibility While Preserving Assets
Medicaid Application, Appeals, and Fair Hearings
Veterans Benefits, Claims, and Appeals Under the Current Rules
Special Needs Trusts and ABLE Accounts
Social Security Disability Application, Appeals, Briefing, and Hearing Process
Post-Eligibility and Estate Planning Issues
Legal Ethics of Representing the Elderly and the Disabled
COLLEEN D. BRATKOVICH is an attorney at Zacharia Brown and practices in the areas of Medicaid planning and eligibility, Veterans' benefits, and related estate planning and estate administration issues. She is admitted to practice law in the Commonwealth of Pennsylvania and before the Pennsylvania Supreme Court. Ms. Bratkovich is also accredited by the Veteran's Administration to represent veterans in their claims before the department. She earned her undergraduate degree from the Pennsylvania State University and her law degree from Duquesne University. Ms. Bratkovich is a member of NAELA and PAELA.
ASHLEY M. ELIAS is an attorney with Nalli, Elias & Associates, P.C., where her practice areas include estate planning, estate administration and related tax matters, and criminal defense law. Ms. Elias is admitted to practice in Pennsylvania and before the U.S. District Court for the Western District of Pennsylvania. She is a member of the Pennsylvania Bar Association and the Beaver County Bar Association. Ms. Elias earned her B.S. degree from Point Park University and her J.D. degree from Duquesne University School of Law.
STEVEN D.W. MILLER is an attorney with Miller Law Firm, PC. Mr. Miller is a certified elder law attorney (CELA) through the National Elder Law Foundation. He concentrates his practice in the areas of elder law, estate planning, asset protection, tax law, guardianships, special needs, and life care planning. Mr. Miller counsels families of all ages in the area of wills and trusts, and also provides in-depth knowledge of Medicare and Medicaid planning. He is a VA accredited attorney and advises Veteran clients in the area of Veterans Administration benefits. Mr. Miller received his B.A. degree from DePauw University, his Masters degree from Embry-Riddle Aeronautical University, and his J.D. degree from Widener University Commonwealth School of Law. He is licensed to practice in Pennsylvania and Massachusetts.
MICHAEL W. NALLI is a sole practitioner with Nalli, Elias & Associates, P.C., concentrating his law practice in the areas of estate planning, estate administration and related tax matters, elder law, guardianship, and real estate. He is a member of the Beaver County Bar Association (Mock Trial Committee), the Pennsylvania Bar Association, and the National Academy of Elder Law Attorneys. Mr. Nalli earned his B.A. degree, summa cum laude, from Geneva College and his J.D. degree from Duquesne University.
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