Navigate Benefits Coverage, Procedure, and Forms
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Navigate Benefits Coverage, Procedure, and Forms
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!
This course meets the requirements for qualifying CLE credit through the U.S. Department of Veterans Affairs as set out in 38 CFR Section 14.629, in the amount of 6.0 hours.
Jane M Fearn-Zimmer is a shareholder with Flaster Greenberg, P.C., in Cherry Hill, New Jersey. She dedicates her practice to serving clients in the areas of elder and disability law, special needs trusts, asset protection, tax and estate planning, and estate administration. Ms. Fearn-Zimmer is the editor of The Elder Law Report, Including Special Needs Planning. In New Jersey, she is also recognized as a leader in the area of using Medicaid compliant annuities. She filed three separate federal district court lawsuits against the state of New Jersey on behalf of clients who used Medicaid compliant annuities in order to allow clients obtain Medicaid eligibility to assist in covering their long term care costs. Each of the three cases involved the purchase of an immediate annuity pursuant to applicable Medicaid law in order to achieve Medicaid eligibility. In each case, the state of New Jersey denied Medicaid benefits. Ms. Fearn-Zimmer has presented on tax, Special Needs planning, Medicaid planning, guardianships, and estate planning topics. Representative publications include Planning with Medicaid Annuities, Estate and Financial Planning Council of Southern NJ, November/December 2014; Gay Marriage in Transition: Recent Developments in the Legal Rights of Same-Sex Couples, 183 N.J.L.J. 95 (January 9, 2006); and Special Needs Trusts Update, Estate and Financial Planning Council of Southern NJ, September/October 2010. She was a former federal judicial clerk to the Honorable John S. Unpingco, Chief Judge of the District Court of Guam, where she served on the Civil and Criminal Justice Reform Act Committees for the District of Guam. Ms. Fearn-Zimmer has been admitted to the New Jersey Bar since 1996, and previously practiced civil litigation in New Jersey. She is a member of the New Jersey State Bar Association, the New Jersey Chapter of the National Academy of Elder Law Attorneys, the Burlington County Bar Association, the Gloucester County Bar Association, and is a former chair of the New Jersey State Bar Association Elder and Disability Law Section. Ms. Fearn-Zimmer earned her B.A. degree from Chestnut College; LL.M. degree in taxation, with distinction, from Temple University; and earned her J.D. degree from Rutgers School of Law.
Daniel J Jurkovic is a solo practitioner located in Rutherford, New Jersey, whose practice is concentrated in the areas of elder law, guardianship, disability planning and estate planning. He has been granted the title of certified elder law attorney by the National Elder Law Foundation. This certification has been approved by the New Jersey Supreme Court and accredited by the American Bar Association. Recently, Mr. Jurkovic represented the Guardianship Association of New Jersey, Inc. (GANJI) and the National Academy of Elder Law Attorneys-N.J. (NAELA-NJ) as amicus parties before the New Jersey Supreme Court in the matter of Thomas Saccone v. Board of Trustees, Police and Fireman's Retirement System, and previously served as lead attorney on the amicus curiae brief submitted to the New Jersey Supreme Court in the matter of In Re Keri. Mr. Jurkovic earned his B.S.B.A. degree from Thomas Edison State College; his M.S. degree in labor relations from Cornell University and Baruch College; and his J.D. degree, and a certificate in health law policy, from Pace University School of Law.
Alan Polonsky is a partner in the law firm of Polonsky & Polonsky. Since 1989, his practice has been focused on Social Security and supplemental security income, handling cases in both Pennsylvania and New Jersey, through all phases, including appeals to Federal District Court. Prior to his current practice, he worked for the Social Security Administration for ten years as an attorney advisor, primarily writing decisions for administrative law judges. Mr. Polonsky has appeared on TV on Law Journal, when the topic is Social Security and is a frequent lecturer to other lawyers on Social Security disability matters for, among others, New Jersey ICLE, Child Support Conference, and the National Organization of Social Security Claimants Representatives (NOSSCR). He received his B.A. degree from Pennsylvania State University in 1972, his J.D. degree from Delaware Law School in 1975, and his LL.M. in taxation from Temple University in 1983. Mr. Polonsky is a member of the Camden County Bar Association; Board of Directors and trustee of NOSSCR; past president of NOSSCR; and a member of the New Jersey, United States District Court, Third Circuit Court of Appeals, and the United States Supreme Court bars.
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What Executors, Claimants, Beneficiaries, and Care Providers Need to Know
Stay Current on the Changes Affecting the Practice and Your Clients
Help Your Elderly Clients Qualify for Medicaid
Qualifying Clients and Guarding Assets