Elder Law

4.08

Elder Law: The Complete Guide

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska CLE Reciprocity 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Kansas CLE Approved 7 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Florida Registered Paralegal Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
OnDemand
5 hours 53 minutes
Uzzell Branson
SusAnne Chung
Tamila Jensen
John Budagher
Amy McIntyre
Elizabeth Forgotson Goldberg
James Koewler
With Uzzell S. Branson IV from RMO LLP + 6 others
Recorded October 22, 2025.
Product ID 101062

Buy This Course

Course Includes
$429

OnDemand Video

Course Book Download

Overview

Your Path to Elder Law Expertise Starts Here

Elder law isn't just about wills and trusts - it's about understanding the full spectrum of legal issues that affect an aging population. From Medicaid eligibility to guardianship, elder law presents a unique set of challenges that requires specialized knowledge. Equip yourself with the skills to navigate the maze of public benefits, long-term care options, and estate planning strategies. Gain actionable insights to help you protect assets, ensure proper care, and safeguard your clients' rights - register today!

  • Review who qualifies for Medicaid, the application process, and "spend-down" rules.
  • Discover important provisions to include in every caregiver or nursing home agreement.
  • Gain strategies for protecting your clients' assets without jeopardizing their eligibility for benefits.
  • Examine the legal process for petitioning the court for guardianship or conservatorship.
  • Discuss when to use revocable and irrevocable trusts.
  • Explore the ethical challenges presented when representing spouses or clients with diminished capacity.

Abbreviated Agenda

  1. What You Need to Know About Public Benefits and Eligibility Criteria
  2. Long-Term Care Planning
  3. Financial Planning and Asset Management
  4. Protecting Assets While Qualifying for Medicaid
  5. Estate Planning and Administration
  6. Guardianship and Conservatorship
  7. Ethics in Elder Law

Related Topics

Product ID 101062

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska CLE Reciprocity 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Kansas CLE Approved 7 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Florida Registered Paralegal Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total

Credit Details by Jurisdiction

OnDemand Video

CLE Credits
Alaska CLE Reciprocity · 6 Total Credits
  • 1 MECLE Ethics

Earn Until

OnDemand - Alaska CLE - 6: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 6.0 hours of credit, which includes 5.0 hours of MCLE credit and 1.0 hour of MECLE credit.

Video Download - Alaska CLE - 6: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 6.0 hours of credit, which includes 5.0 hours of MCLE credit and 1.0 hour of MECLE credit.

Arkansas CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Arkansas CLE - 6: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 6.0 hours of on demand continuing legal education credit, including 1.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Video Download - Arkansas CLE - 6: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 6.0 hours of on demand continuing legal education credit, including 1.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Arizona CLE Approved · 6 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - Arizona CLE - 6: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 6.0 hours toward your annual CLE requirement for the State of Arizona, including 1.0 hour of professional responsibility.

Video Download - Arizona CLE - 6: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 6.0 hours toward your annual CLE requirement for the State of Arizona, including 1.0 hour of professional responsibility.

California CLE Approved · 6 Total Credits
  • 1 Legal Ethics

Earn Until

OnDemand - California CLE - 6: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 6.0 hours of participatory credit, of which 1.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.

Video Download - California CLE - 6: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 6.0 hours of self-study credit, of which 1.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.

Colorado CLE Approved · 7 Total Credits
  • 1.2 Professional Responsibility

Earn Until

OnDemand - Colorado CLE - 7: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 7.0 hours of home study general Colorado Continuing Legal Education Credit, including 1.20 professional responsibility credit.

Video Download - Colorado CLE - 7: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 7.0 hours of home study general Colorado Continuing Legal Education Credit, including 1.20 professional responsibility credit.

Connecticut CLE Approved · 6 Total Credits
  • 1 Ethics/Professionalism

Earn Until

OnDemand - Connecticut CLE - 6: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 6.0 self-study hours toward your annual CLE requirement in Connecticut, including 1.0 self-study hour(s) of ethics/professionalism.

Video Download - Connecticut CLE - 6: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 6.0 self-study hours toward your annual CLE requirement in Connecticut, including 1.0 self-study hour(s) of ethics/professionalism.

Delaware CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Delaware CLE - 6: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 6.0 hours of eCLE credit, including 1.0 hour of ethics.

Florida CLE Approved · 7 Total Credits
  • 7 Elder Law
  • 1 Professional Responsibility

Earn Until

OnDemand - Florida CLE - 7: Approved by The Florida Bar, this program qualifies for 7.0 general hours of CLER self-study credit including 1.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs). Certification: 7.0 - Elder Law

Video Download - Florida CLE - 7: Approved by The Florida Bar, this program qualifies for 7.0 general hours of CLER self-study credit including 1.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs). Certification: 7.0 - Elder Law

Georgia CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Georgia CLE - 6: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 6.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 1.0 hour of distance learning ethics.

Video Download - Georgia CLE - 6: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 6.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 1.0 hour of distance learning ethics.

Hawaii CLE Approved · 6 Total Credits
  • 1 Ethics/Professional Responsibility

Earn Until

OnDemand - Hawaii CLE - 6: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 6.0 hours of credit for the state of Hawaii, which includes 1.0 hour of ethics or professional responsibility education.

Video Download - Hawaii CLE - 6: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 6.0 hours of credit for the state of Hawaii, which includes 1.0 hour of ethics or professional responsibility education.

Idaho CLE Approved · 6 Total Credits
  • 1 Legal Ethics/Professional Responsibility

Earn Until

OnDemand - Idaho CLE - 6: Approved for 6.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 1.0 self-study legal ethics or professional responsibility credit.

Video Download - Idaho CLE - 6: Approved for 6.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 1.0 self-study legal ethics or professional responsibility credit.

Illinois CLE Approved · 6 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - Illinois CLE - 6: This program has been approved by the Illinois MCLE Board for 6.0 hours of recorded technology CLE credit, which includes approval for 1.0 hour of legal ethics, civility, professionalism or sexual harassment prevention training CLE credit by the Illinois Supreme Court Commission on Professionalism.

Video Download - Illinois CLE - 6: This program has been approved by the Illinois MCLE Board for 6.0 hours of recorded technology CLE credit, which includes approval for 1.0 hour of legal ethics, civility, professionalism or sexual harassment prevention training CLE credit by the Illinois Supreme Court Commission on Professionalism.

Kansas CLE Approved · 7 Total Credits
  • 1 Ethics/Professionalism

Earn Until

OnDemand - Kansas CLE - 7: Approved by Kansas CLE for 7.0 hours of prerecorded format continuing legal education credit, which includes 1.0 hour of ethics and professionalism credit.

Video Download - Kansas CLE - 7: Approved by Kansas CLE for 7.0 hours of prerecorded format continuing legal education credit, which includes 1.0 hour of ethics and professionalism credit.

Maine CLE Approved · 6 Total Credits

Earn Until

OnDemand - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit

Video Download - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit

Course Book - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit

Minnesota CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Minnesota CLE - 6: Approved for 6.0 hours of standard on-demand CLE credit, including 1.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Video Download - Minnesota CLE - 6: Approved for 6.0 hours of standard on-demand CLE credit, including 1.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Missouri CLE Approved · 6 Total Credits

Earn Until

OnDemand - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.

Video Download - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.

Course Book - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 6 Total Credits

Earn Until

OnDemand - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.

Video Download - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.

Course Book - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.

Montana CLE Approved · 6 Total Credits
  • 1 Professional Fitness and Integrity

Earn Until

OnDemand - Montana CLE - 6: This program qualifies for 6.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 1.0 hour of professional fitness and integrity credit.

Video Download - Montana CLE - 6: This program qualifies for 6.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 1.0 hour of professional fitness and integrity credit.

North Carolina CLE Approved · 6 Total Credits
  • 6 Elder Law
  • 1 Professional Responsibility

Earn Until

OnDemand - North Carolina CLE - 6: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 6.0 hours of online CLE credit, including 1.0 professional responsibility. This program qualifies for Elder Law specialization certification credit.

Video Download - North Carolina CLE - 6: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 6.0 hours of online CLE credit, including 1.0 professional responsibility. This program qualifies for Elder Law specialization certification credit.

North Dakota CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - North Dakota CLE - 6: North Dakota attorneys completing this program may claim 6.0 North Dakota self-study CLE credit hours, including 1.0 hour of self-study ethics credit, on the Report of Compliance.

Video Download - North Dakota CLE - 6: North Dakota attorneys completing this program may claim 6.0 North Dakota self-study CLE credit hours, including 1.0 hour of self-study ethics credit, on the Report of Compliance.

Nebraska CLE Approved · 6 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - Nebraska CLE - 6: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 6.0 distance learning CLE credits, including 1.0 hour of professional responsibility credit.

Video Download - Nebraska CLE - 6: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 6.0 distance learning CLE credits, including 1.0 hour of professional responsibility credit.

New Hampshire CLE Approved · 6 Total Credits
  • 1 Ethics/Professionalism

Earn Until

OnDemand - New Hampshire CLE - 6: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

Video Download - New Hampshire CLE - 6: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

New Mexico CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - New Mexico CLE - 6: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 6.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.

Video Download - New Mexico CLE - 6: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 6.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.

Nevada CLE Approved · 6 Total Credits
  • 1 Ethical Considerations

Earn Until

OnDemand - Nevada CLE - 6: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 6.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 1.0 hour of alternative format ethical considerations.

Video Download - Nevada CLE - 6: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 6.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 1.0 hour of alternative format ethical considerations.

New York CLE Approved · 7 Total Credits
  • 6 Areas of Professional Practice
  • 1 Ethics/Professionalism

Earn Until

OnDemand - New York CLE - 7: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 7.0 credit hours. 6.0 hours can be applied to the areas of professional practice requirement and is approved for newly admitted attorneys. 1.0 hour can be applied toward the Ethics/Professionalism requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Video Download - New York CLE - 7: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 7.0 credit hours. 6.0 hours can be applied to the areas of professional practice requirement and is approved for newly admitted attorneys. 1.0 hour can be applied toward the Ethics/Professionalism requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Oklahoma CLE Approved · 7 Total Credits
  • 1 Legal Ethics

Earn Until

OnDemand - Oklahoma CLE - 7: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 7.0 of On Demand CLE credit hours, which includes 1.0 hour of legal ethics.

Video Download - Oklahoma CLE - 7: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 7.0 of On Demand CLE credit hours, which includes 1.0 hour of legal ethics.

Oregon CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Oregon CLE - 6: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program qualifies for 5.0 hours of general continuing legal education credit and 1.0 hour of ethics credit.

Video Download - Oregon CLE - 6: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program qualifies for 5.0 hours of general continuing legal education credit and 1.0 hour of ethics credit.

Pennsylvania CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Pennsylvania CLE - 6: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 6.0 hours of distance learning credit, including 5.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

Video Download - Pennsylvania CLE - 6: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 6.0 hours of distance learning credit, including 5.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

Tennessee CLE Approved · 6 Total Credits
  • 1 Ethics/Professionalism

Earn Until

OnDemand - Tennessee CLE - 6: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 6.0 hours of Distance Learning credit, including 1.0 hour of ethics/professionalism (EP) credit.

Virginia CLE Approved · 6 Total Credits
  • 1 Ethics/Professionalism

Earn Until

OnDemand - Virginia CLE - 6: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 6.0 hours of prerecorded credit, of which 1.0 hour will also apply in the area of legal ethics or professionalism.

Video Download - Virginia CLE - 6: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 6.0 hours of prerecorded credit, of which 1.0 hour will also apply in the area of legal ethics or professionalism.

Vermont CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Vermont CLE - 6: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 6.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.

Video Download - Vermont CLE - 6: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 6.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.

Washington CLE Approved · 6 Total Credits
  • 1 Ethics/Professional Responsibility

Earn Until

OnDemand - Washington CLE - 6: This program qualifies for 6.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 5.0 hours of Law and Legal Procedure and 1.0 hour of ethics and professional responsibility.

Video Download - Washington CLE - 6: This program qualifies for 6.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 5.0 hours of Law and Legal Procedure and 1.0 hour of ethics and professional responsibility.

Wisconsin CLE Approved · 7 Total Credits

Earn Until

OnDemand - Wisconsin CLE - 7: Approved for 7.0 hours of repeated on-demand CLE credit by the Board of Bar Examiners.

Video Download - Wisconsin CLE - 7: Approved for 7.0 hours of repeated on-demand CLE credit by the Board of Bar Examiners.

West Virginia CLE Approved · 7.2 Total Credits
  • 1.2 Ethics

Earn Until

OnDemand - West Virginia CLE - 7.2: This program qualifies for 7.20 hours of pre-recorded credit, which includes 1.20 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.

Video Download - West Virginia CLE - 7.2: This program qualifies for 7.20 hours of pre-recorded credit, which includes 1.20 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.

Paralegal Credits
California MCLE Paralegal Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - California MCLE Paralegal - 6: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Video Download - California MCLE Paralegal - 6: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Florida Registered Paralegal Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Florida Registered Paralegal - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.

Video Download - Florida Registered Paralegal - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.

Montana CLE Credit for Paralegals Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of self-study CLE credit, including 1.0 hour of ethics, by Montana Commission of Continuing Legal Education. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.

Video Download - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of self-study CLE credit, including 1.0 hour of ethics, by Montana Commission of Continuing Legal Education. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.

New Mexico Paralegal Division, State Bar of Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 5.0 general self-study credit and 1.0 ethics self-study credit (for a total of 6.0 hours CLE).

Video Download - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 5.0 general self-study credit and 1.0 ethics self-study credit (for a total of 6.0 hours CLE).

Texas State Bar of Paralegal Division Approved · 6 Total Credits

Earn Until

OnDemand - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.

Video Download - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.

Course Book (PDF Download)

CLE Credits
Maine CLE Approved · 6 Total Credits

Earn Until

Course Book - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit

Missouri CLE Approved · 6 Total Credits

Earn Until

Course Book - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 6 Total Credits

Earn Until

Course Book - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. What You Need to Know About Public Benefits and Eligibility Criteria

    1. Medicare
    2. Medicaid
    3. Veterans Benefits
    4. Social Security

  2. Long-Term Care Planning

    1. Home Care and Caregivers Options
    2. Assisted Living and Nursing Homes
    3. Eligibility, Coverage, and Expense Considerations
    4. Caregiver Contracts and Admission Agreements: Top Provisions to Include

  3. Financial Planning and Asset Management

    1. Retirement Planning 101: Managing Savings, IRAs, and Pensions
    2. Ensuring Financial Security: Creating a Sustainable Plan

  4. Protecting Assets While Qualifying for Medicaid

    1. Countable vs. Non-Countable Assets
    2. What is a MAPT and How Does it Work?
    3. Pooled Trusts: What You Need to Know
    4. Gifting Strategies: Benefits and Pain Points
    5. Medicaid-Compliant Annuities
    6. Spousal Protections

  5. Estate Planning and Administration

    1. Wills and Trusts Overview
    2. Drafting Special Needs Trusts
    3. Advance Directives and End-of-Life Decisions
    4. Funeral and Burial Planning

  6. Guardianship and Conservatorship

    1. Guardianship vs. Conservatorship
    2. Types of Guardianships
    3. When and How to Appoint a Guardian or Conservator
    4. Legal Responsibilities and Requirements of Guardians and Conservators
    5. Alternative Options: Powers of Attorney and Supported Decision-Making

  7. Ethics in Elder Law

    1. Representing Clients With Diminished Capacity
    2. Ethical Communication Practices
    3. Reporting Abuse, Neglect, and Exploitation
    4. Navigating Joint Representation of Spouses
    5. Conflicts of Interest and Confidentiality When Family and Caretakers are Involved

Who Should Attend

This elder law course is designed for attorneys. It will also benefit disability representatives, social workers, nursing home administrators, geriatric care managers, caretakers, and paralegals.

Speakers

Uzzell S Branson IV
Uzzell S.
Branson, IV
RMO LLP
SusAnne L Chung
SusAnne L.
Chung
Legacy Law Office, A Professional Law Corporation
Tamila C Jensen
Tamila C.
Jensen
The Law Offices of Tamila C. Jensen, A.P.L.C.
John A Budagher III
John A.
Budagher, III
Budagher & Tann
Amy McIntyre
Amy
McIntyre
Rubin and Rudman LLP
Elizabeth Forgotson Goldberg
Elizabeth
Forgotson Goldberg
Law Offices of Elizabeth Forgotson Goldberg
James L Koewler Jr.
James L.
Koewler, Jr.
The Koewler Law Firm
Speaker bio
Uzzell S Branson IV

Uzzell S. Branson, IV

RMO LLP
Uzzell Branson

is a senior attorney in RMO LLP's San Diego office. He brings over a decade of experience in probate litigation. Mr. Branson's practice focuses on representing heirs, beneficiaries, fiduciaries, creditors and other interested parties in litigated probate, contested conservatorship, and financial elder abuse cases. He earned his B.A. degree in philosophy from the University of California and his J.D. degree from the University of San Diego School of Law. Mr. Branson is a member of the San Diego County Superior Court Bench-Bar Committee, San Diego County Bar Association (member at large), Los Angeles County Bar Association, Probate Attorneys of San Diego (member at large), Southwestern College Paralegal Advisory Board and Volunteer Settlement Officer, San Diego Superior Court. He is admitted to practice in California.

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SusAnne L Chung

SusAnne L. Chung

Legacy Law Office, A Professional Law Corporation
SusAnne Chung

is the founding attorney of Legacy Law Office, A Professional Law Corporation, where her practice is limited to estate planning, business planning, real estate transactions, business law, and non-profit corporations. Additionally, Ms. Chung uses her real estate broker license with the California Bureau of Real Estate to handle real estate property management during trust administrations and to assist clients in private party real estate sales. She is a member of the State Bar of California and the Virginia State Bar. Ms. Chung earned her B.A. degree from the University of Oregon and her J.D. degree from Regent University School of Law, Virginia Beach, Virginia.

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Tamila C Jensen

Tamila C. Jensen

The Law Offices of Tamila C. Jensen, A.P.L.C.
Tamila Jensen

is the principal of The Law Offices of Tamila C. Jensen, A.P.L.C., where she practices in the area of elder law. She has been practicing law for 40 years, is a former assistant professor at Indiana University and former adjunct professor at Whittier College of Law. Ms. Jensen regularly addresses groups of laypersons on elder law and estate planning issues. She is past president elect of the San Fernando Valley Bar Association, pat president of the Los Angeles County Bar Association, and past president of the Board of Directors of Neighborhood Legal Services. Ms. Jensen earned her B.A. degree, magna cum laude, from the University of California, Berkeley, and her J.D. degree from the University of California Davis School of Law.

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John A Budagher III

John A. Budagher, III

Budagher & Tann
John Budagher

is an attorney with Budagher & Tann in Albuquerque, New Mexico. He is a second-generation attorney at the firm. Mr. Budagher was admitted to the New Mexico State Bar. Before law school, he worked in the family firm as a legal assistant. Mr. Budagher specializes in taxation and has experience handling contract disputes, business formation, estate planning, and elder law. He received a degree in mathematics from the University of New Mexico, his J.D. degree from Thomas. M. Cooley Law School in Michigan and his LL.M. degree in taxation from the University of Alabama.

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Amy McIntyre

Amy McIntyre

Rubin and Rudman LLP
Amy McIntyre

is an associate with Rubin and Rudman LLP in Boston. She is a member of the firm's trust and estate department and elder law practice group. Ms. McIntyre concentrates on asset restructuring and Medicaid eligibility. She earned her J.D. degree from Western New England Law School in May of 2024. Ms. McIntyre served as a junior staff member on the Western New England Law Review for Volume 45, and served as the online content editor for Volume 46. She is a student member of the Massachusetts chapter of National Academy of Elder Law Attorneys. Ms. McIntyre earned her bachelor's degree in legal studies from Becker College and her master's degree in managerial leadership from Worcester State University.

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Elizabeth Forgotson Goldberg

Elizabeth Forgotson Goldberg

Law Offices of Elizabeth Forgotson Goldberg
Elizabeth Forgotson Goldberg

is a sole practitioner at the Law Offices of Elizabeth Forgotson Goldberg located in Bethesda, Maryland, where she practices in the areas of wills, trusts, estates, special needs trusts, elder law, probate, estate administration, family law, homeowners association law, and estate planning for the elderly. Ms. Forgotson Goldberg is a NELF certified attorney. She earned her B.A. and M.A. degrees from Duke University and her J.D. degree from George Washington University Law School. Ms. Forgotson Goldberg is a member of the Montgomery County Bar Association, District of Columbia Bar Association, Maryland State Bar Association, National Association of Elder Law Attorneys (NAELA) and Women's Bar Association of Maryland.

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James L Koewler Jr.

James L. Koewler, Jr.

The Koewler Law Firm
James Koewler

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, and the Life Care Planning Law Firms Association. He earned his B.S. degree from Purdue University and his J.D. degree from Indiana University.

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