Elder Law

4.54

Elder Law, Medicaid, and Disability Planning: Dispelling Myths With Real Legal Tactics

Credits Available
Credit Status 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
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky 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
OnDemand
5 hours 55 minutes
Jessica Peraza
Jennifer Stonage
M. Michelle Robles
With Jessica M. Peraza from Peraza Law PLLC + 2 others
Recorded February 05, 2026.
Product ID 101562

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Overview

Effective Planning Tactics to Counteract Client Misconceptions

From The Simpsons to I Care a Lot, pop culture and clients' expectations are full of myths about nursing homes, powers of attorney, guardianships, disability benefits, and long-term care. This practical CLE helps attorneys spot common misconceptions, explain the law clearly to clients, and use effective planning tactics to counteract misinformation and obtain real results. Refine your planning and client approaches - register today!

  • Address harmful myths about Medicaid that prevent effective planning.
  • Counter disability biases with client education and effective SSDI claim tactics.
  • Prevent guardianship abuse with clear communication and planning.
  • Set healthy boundaries in attorney-client relationships while complying with Model Rules.

Abbreviated Agenda

  1. Medicaid Myths vs. Practical Asset Planning
  2. Combatting Elder Law Myths and the Damage They Cause
  3. Countering Harmful Disability Myths With Real-Life SSDI Claims Tactics
  4. Social Security and Retirement Benefits Misconceptions
  5. Myths vs. Legal Ethics

Related Topics

Product ID 101562

Credit Details

Credits Available
Credit Status 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
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky 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
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Medicaid Myths vs. Practical Asset Planning

    1. "The Nursing Home Takes Your House Immediately"
    2. "Medicare Pays for Long-Term Care"
    3. "You Can Just Give Everything to the Kids if You Need Nursing Home Care"
    4. "Putting Assets in a Trust Solves Everything"
    5. "You Can Just Download a Trust Form and Fill in the Blanks"

  2. Combatting Elder Law Myths and the Damage They Cause

    1. "Signing a Power of Attorney Gives Someone Total Control and No Oversight"
    2. "Guardianship is Forever and Cannot Be Changed"
    3. "Probate Courts Rubberstamp Guardianships"
    4. "Advance Health Directives Mean Doctors Can Ignore You"

  3. Countering Harmful Disability Myths With Real-Life SSDI Claims Tactics

    1. "SSDI Benefits Make You Rich"
    2. "Disability Means You Can't Ever Work Again"
    3. "Disabled People Can't Marry Without Losing Everything"
    4. "Disability Automatically Means Incompetence"
    5. "Disabled People Can't Inherit or Own Property"
    6. "Government Automatically Takes Care of You If You're Disabled"
    7. "Disability Benefits Last Forever Once Approved"

  4. Social Security and Retirement Benefits Misconceptions

  5. Myths vs. Legal Ethics

    1. "Lawyers Trick Seniors Into Signing Away Rights"
    2. "The Lawyer Works for the Entire Family"
    3. "Once Retained the Lawyer Will Be There for All Your Questions"

Who Should Attend

This legal course is designed for attorneys. Accountants, financial planners, care advocates, and paralegals will also benefit.

Speakers

Jessica M Peraza
Jessica M.
Peraza
Peraza Law PLLC
Jennifer L Stonage
Jennifer L.
Stonage
Bross & Frankel, P.A.
M. Michelle Robles
M. Michelle
Robles
Robles Law PA
Speaker bio
Jessica M Peraza

Jessica M. Peraza

Peraza Law PLLC
Jessica Peraza

is of counsel at Lippes Mathias LLP. She focuses her practice on estate planning and administration, Medicaid, and long-term care planning. As a law student, Ms. Peraza interned for the Hon. Barbara Howe in Erie County Surrogate's Court and worked in the Public Benefits Unit of Neighborhood Legal Services. Her previous experience includes residential foreclosures, public and private sector labor law, contract negotiations, probate matters, third party credit collections, and representation of clients in administrative hearings and arbitrations. Ms. Peraza earned her B.A. degree from St. Lawrence University and her J.D. degree, cum laude, from University of Buffalo School of Law.

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Speaker bio
Jennifer L Stonage

Jennifer L. Stonage

Bross & Frankel, P.A.
Jennifer Stonage

is an attorney at Bross & Frankel, P.A. She graduated from Northeastern University in 2006 with a B.S. degree in criminal justice. While attending Northeastern University, Ms. Stonage participated in the co-operative education program, spending time as a research assistant for the Massachusetts State Sentencing Commission and as a judicial intern for the Norfolk County Family and Probate Court. During her time with the Massachusetts State Sentencing Commission, her research was published in both the “Massachusetts State Sentencing Commission’s Survey of Sentencing Practices” and the “Governor’s Commission on Sentencing Reform.” In May of 2010, Ms. Stonage graduated from New England Law|Boston. While at New England Law, she worked for Greater Boston Legal Services in their Health and Disabilities unit, handling Social Security and disability cases. She was a member and magister of Phi Delta Phi, chair of the Student Bar Association’s 1L Affairs Committee, a student ambassador to prospective law students, as well as making the Dean’s List. Following her graduation, she worked as an associate attorney with Orlando & Associates, in Gloucester, Massachusetts, where she handled a variety of civil litigation and personal injury matters. While at Orlando & Associates, she ran the firm’s Social Security disability practice, where she handled claims from intake to resolution. Ms. Stonage joined Bross & Frankel, P.A. in 2018 and is admitted to practice in Massachusetts, New Jersey and Pennsylvania.

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Speaker bio
M. Michelle Robles

M. Michelle Robles

Robles Law PA
M. Michelle Robles

is the managing attorney at Robles Law PA. She focuses her practice on estate planning - advanced planning, special needs trust, elder law - medicaid planning, equine law, and real estate sales and contracts. Ms. Robles earned her J.D. degree from Barry University Dwayne O. Andreas School of Law, her LL.M. degree in elder law from Stetson University College of Law, and her LL.M. degree in estate planning from the University of Miami School of Law. She is a member of The Florida Bar (Real Property, Probate & Trust Section; Elder Law Section; Animal Law Section), Kentucky Bar Association, Sarasota County Bar Association, Florida Association of Women Lawyers - Florida, Sarasota Chapter, National Association of Estate Law Attorneys (NAELA), and The Academy of Florida Elder Law Attorneys (AFELA). Ms. Robles is admitted to practice law in Florida and Kentucky.

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