Disability & Social Security

Avoiding Benefits Disruption in Estate Plans, Trusts, and Settlements

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 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 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
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah 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 57 minutes
Rachel Gershon
Patricia Craig
Stacy Thompson
Samantha Lyons
Michael Shapiro
With Rachel Gershon from Justice in Aging + 4 others
Recorded November 19, 2025.
Product ID 101186

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Overview

Coordinating Medicaid, Medicare, VA, SSDI, SSI, Workers' Comp, and Retirement Benefits

Picture this:
Your client finally settles a long-awaited personal injury case. Relief turns to panic when their SSI and Medicaid benefits are suddenly cut off - and they call you, confused and upset. Or maybe you draft a will for a parent of a child with disabilities, not realizing a simple inheritance could jeopardize that child's lifetime of support.

These situations aren't rare - and they're preventable. This course gives you the tools to spot the landmines before they explode, with clear, practical strategies for preserving public benefits eligibility in the face of income, settlements, retirement, or major life changes. Whether you're advising aging clients, working on a PI case, drafting an estate plan, or handling a family matter - you need to know how benefits like SSI, SSDI, Medicaid, and Medicare actually work together (or don't). Prevent problems and errors - register today!

  • Keep clients from losing crucial monthly support after returned to work, getting a payout or hitting an asset limit.
  • Untangle who pays when - from Medicare to Medicaid - and make sure your clients aren't left with a bill.
  • Use the right legal structures - like SNTs, ABLE accounts, and annuities - top preserve eligibility and protect assets.
  • Spot overlapping rules, reporting deadlines, and benefit coordination issues before they escalate.

Abbreviated Agenda

  1. Medicare and Healthcare Coordination
  2. Medicaid and Long-Term Care Planning
  3. Public Benefits for Individuals With Disabilities
  4. Special Needs Trusts
  5. Estate, Trust, and Benefits Eligibility Planning

Related Topics

Product ID 101186

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 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 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
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah 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. Medicare and Healthcare Coordination

    1. Medicare Parts A, B, D: Eligibility and Enrollment
    2. Dual Eligibility and Coordination With Medicaid (QMB, SLMB, QI)
    3. Long-Term Care Gaps and Supplementals

  2. Medicaid and Long-Term Care Planning

    1. Medicaid Eligibility (Categorically Needy vs. Medically Needy)
    2. Spend-Down Strategies, Penalty Periods (42 U.S.C. § 1396p)
    3. Medicaid LTSS Services and Waivers
    4. Estate Recovery Rules and Planning (42 U.S.C. § 1396p(b))
    5. Medicaid-Compliant Annuities, Caregiver Agreements
    6. Interaction With Medicare and Secondary Payer Rules

  3. Public Benefits for Individuals With Disabilities

    1. SSDI: Eligibility, Benefit Calculations, Relation to Work
    2. SSI: Means-Testing, Income/Resource Limits, Deeming Rules
    3. Interaction With Private LTD Policies
    4. Impact of Settlements, Work Incentives, and Overpayments
    5. Reporting and Appeals (20 C.F.R. § 416.708, SSA POMS)

  4. Special Needs Trusts

    1. SNTs (First-Party, Third-Party, Pooled) Under 42 U.S.C. § 1396p(d)(4)
    2. Supplemental Needs Trusts (Non-Statutory)
    3. ABLE Accounts (IRC § 529A)

  5. Estate, Trust, and Benefits Eligibility Planning

    1. Default Inheritance Laws
    2. Updating Estate Planning Documents
    3. Planning for Disabled Dependents
    4. Trustee Selection Considerations
    5. Changing Retirement Plan and Life Insurance Beneficiary Designations

Who Should Attend

This legal course is primarily for attorneys. In essence, however, it's for anyone whose professional advice or actions could impact a client's eligibility for crucial government or private benefits: accountants, financial professionals, care managers, trust officers, social workers, and case managers, guardians and conservators, and paralegals.

Speakers

Rachel Gershon
Rachel
Gershon
Justice in Aging
Patricia A Craig
Patricia A.
Craig
Falcon Rappaport & Berkman LLP
Stacy E Thompson
Stacy E.
Thompson
Bluestein Thompson Sullivan, LLC
Samantha A Lyons
Samantha A.
Lyons
Enea Scanlan & Sirignano
Michael B Shapiro
Michael B.
Shapiro
Falcon Rappaport & Berkman LLP
Speaker bio
Rachel Gershon

Rachel Gershon

Justice in Aging
Rachel Gershon

is a senior attorney at Justice in Aging. Her work on the health team is focused on improving the experiences of low-income adults enrolled in Medicare, including paying for medication, leaving incarceration, and navigating both Medicaid and Medicare at the same time. Ms. Gershon spent a decade working with state Medicaid systems seeking to make care delivery better, including working on language access, re-entry services, housing and food assistance, and integrated care for individuals dually enrolled in Medicaid and Medicare. She has a J.D. and master's in public health from Harvard University. Ms. Gershon is admitted to practice law in Massachusetts.

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Speaker bio
Patricia A Craig

Patricia A. Craig

Falcon Rappaport & Berkman LLP
Patricia Craig

is senior counsel in Falcon Rappaport & Berkman LLP's special needs planning and special education law; and probate and administration of trusts and estates practice groups. With over 10 years of experience, she concentrates her practice in the areas of special needs planning, guardianships, special education law, and estate administration. Ms. Craig also guides and advocates for families with special needs children, helping them access government benefits, handling their estate planning, establishing Special Needs Trusts (SNTs), and planning for decision-making as their children reach adulthood. She earned her B.A. degree from Hofstra University and her J.D. degree from Touro Law. Ms. Craig is a board member of AHRC-Suffolk and a member of New York State Bar Association-Elder Law and Special Needs Section, Council of Parent and Attorney Advocates, Nassau County Bar Association-Elder Law & Special Needs Committee and Special Education Law Committee. She is admitted to practice law in New York - 2nd Department.

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Speaker bio
Stacy E Thompson

Stacy E. Thompson

Bluestein Thompson Sullivan, LLC
Stacy Thompson

is a partner in the law firm of Bluestein Thompson Sullivan, LLC in Columbia, South Carolina. She practices exclusively in the area of Social Security disability. Ms. Thompson is a sustaining member of the National Organization of Social Security Claimant's Representatives (NOSSCR) and has been a member of the NOSSCR Board representing the Fourth and D.C. circuits. She also is a member of the South Carolina Association for Justice, American Association for Justice, South Carolina Women Lawyers Association, South Carolina Bar, and the Richland County Bar Association. Ms. Thompson is chair of the Social Security Disability Section of the South Carolina Association for Justice (formerly South Carolina Trial Lawyers) and a member of the South Carolina Bar Publications Committee and Pro Bono Committee. She has been a speaker at numerous seminars regarding Social Security disability throughout the state. Ms. Thompson earned her B.A. degree from the University of South Carolina Honors College, her J.D. degree from the University of South Carolina School of Law and her Master of International Business Studies degree from the Darla Moore School of Business.

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Speaker bio
Samantha A Lyons

Samantha A. Lyons

Enea Scanlan & Sirignano
Samantha Lyons

is a partner at Falcon Rappaport & Berkman LLP. She focuses on helping seniors and their families navigate the complex journey associated with aging. With a focus on Medicaid planning and nursing home care, Ms. Lyons adds her expertise involving wills and trusts, probate and estate administration, guardianships, special needs planning, and disability planning. She earned her B.S. degree from Pace University and her J.D. degree from Elisabeth Haub School of Law at Pace University. Ms. Lyons' commitment to supporting her community includes being an active member of the New York State Bar Association (Elder Law and Special Needs Section) and Westchester County Bar Association. She is admitted to practice law in New York.

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Speaker bio
Michael B Shapiro

Michael B. Shapiro

Falcon Rappaport & Berkman LLP
Michael Shapiro

is a partner at Falcon Rappaport & Berkman LLP in their Private Client Practice group. His practice encompasses all aspects of estate and succession planning, including wills, trusts, special needs planning, estate administration, and closely held business succession planning. Mr. Shapiro is well-versed in areas related to estate planning and administration, such as estate and gift tax, real estate transactions, elder law, and Medicaid planning. He earned his B.S. degree from Long Island University and his J.D. degree from St. John's University School of Law. Mr. Shapiro is a member of the New York State Bar Association and Nassau County Bar Association. He is admitted to practice law in New York.

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