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
Legal Ethics of Representing the Elderly and the Disabled
Social Security Disability Application, Appeals, Briefing, and Hearing Process
Post-Eligibility and Estate Planning Issues
Veterans Benefits, Claims, and Appeals Under the Current Rules
This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for up to 6.0 self-study CLE credit hours, including 1.0 hour of attorney professional conduct instruction. No more than 12.0 hours of approved self-study CLE credit may be earned for a biennial reporting period.
Other Veterans Affairs CLE
- 1.00Approval Exp. 12/31/2022
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 1.0 hours.
RALPH J. CONRAD is the principal of Conrad Law Office, where he assists clients with estate planning, trust, probate, and Medicaid planning issues. He is certified as a specialist in estate planning, trust and probate law by The Ohio State Bar Association. Mr. Conrad has previously lectured for National Business Institute and various financial institutions and business groups on estate planning, Medicaid planning, and ethics. He is a member of the Cincinnati, American, Butler County, and Ohio State bar associations. Mr. Conrad earned his B.S.B.A. degree, with distinction, from Ohio Northern University; and his M.A. degree and J.D. degree, magna cum laude, from the University of Akron.
JAMES L. KOEWLER JR. is the founder of The Koewler Law Firm, where his main areas of practice include elder law, special needs and Medicaid planning, and Veterans disability. He is a member of the Ohio State, American, Cleveland Metropolitan, and Akron bar associations. Mr. Koewler is a member of the National Academy of Elder Law Attorneys. He earned his B.S. degree from Purdue University and his J.D. degree from Indiana University.
AMANDA PIRT MEYER is an attorney with Haskins Short & Brindley LLC, where she focuses her practice on Social Security disability law, probate law, guardianship law, trust administration, and special needs trusts. Ms. Pirt Meyer has a background in health insurance and science, and began her legal career by practicing personal injury law. She has previously presented on the intersection of probate and personal injury law. She is a member of the National Organization of Social Security Claimants’ Representatives, State Bar of Wisconsin, and the Dane County Bar Association. Ms. Pirt Meyer earned her B.S. degree from the University of North Carolina at Greensboro and her J.D. degree from Marquette University Law School.
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