Elder Law

4.09

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
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi 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 Jersey CLE Approved 7.2 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
Rhode Island CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas 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
Wyoming CLE Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 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

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$429

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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
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi 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 Jersey CLE Approved 7.2 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
Rhode Island CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas 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
Wyoming CLE Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
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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Speaker bio
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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Speaker bio
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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Speaker bio
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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Speaker bio
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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Speaker bio
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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Speaker bio
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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