Elder Law

4.6

Elder Law and Medicaid Planning 101

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
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
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 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
North Carolina Continuing Paralegal Education 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
6 hours 2 minutes
James Koewler
Elizabeth Fink
Daniel Jurkovic
With James L. Koewler Jr. from The Koewler Law Firm + 2 others
Recorded April 01, 2026.
Product ID 101702

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Overview

Get Tips for Advising the Elderly

Questions concerning POAs, long-term care, and other aging issues are important to answer in elder law practice. Join our experienced faculty as they discuss key topics and insights on guiding clients with their aging financial and medical needs. Capitalize on this opportunity - register today!

  • Learn about government benefits, their requirements, and how to qualify clients for Medicaid.
  • Know how to verify client competence.
  • Discuss effective lookback strategies for Medicaid planning.
  • Understand the elder law basics of coverage and eligibility for government benefits.
  • Find out ways on how to troubleshoot eligibility issues.

Abbreviated Agenda

  1. Coverage and Eligibility for the Elderly and the Disabled
  2. Ensuring Medicaid Eligibility
  3. Understanding Financial Power of Attorney (POA), HCPA, and Guardianships
  4. Personal Care Agreements
  5. Client Capacity, Undue Influence, Elder Abuse and Neglect
  6. Legal Ethics of Elder Law Practice

Related Topics

Product ID 101702

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
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
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 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
North Carolina Continuing Paralegal Education 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. Coverage and Eligibility for the Elderly and the Disabled

    1. Medicaid Nursing Home Care
    2. Medicare
    3. Supplemental Security Income (SSI)
    4. Social Security Disability Insurance (SSDI)
    5. Veterans Disability Benefits
    6. Other Benefits

  2. Ensuring Medicaid Eligibility

    1. Medicaid LTC Eligibility Criteria
    2. Spousal Protections
    3. Prepayment of Qualified Expenses
    4. "Medicaid Pending" and Nursing Homes
    5. Lookback Period Requirements

  3. Understanding Financial Power of Attorney (POA), HCPA, and Guardianships

    1. Financial, Medical, and Healthcare POA
    2. Relevant Parties When Creating a POA
    3. Who Can Be a Legal Guardian?
    4. Filing for Guardianship Process
    5. Duties of a Guardian
    6. Alternatives to Guardianships
    7. Health Care Decision-Making and Proxies

  4. Personal Care Agreements

    1. Key Components of Personal Care Agreements
    2. Caregiver Agreements
    3. Assisted Decision-Making
    4. How Does This Affect Medicaid Eligibility?

  5. Client Capacity, Undue Influence, Elder Abuse and Neglect

  6. Legal Ethics of Elder Law Practice

    1. Conflicts of Interest and Joint Representation
    2. Client Confidentiality, Communication, and Cybersecurity
    3. Access to Legal Services

Who Should Attend

This program is designed for attorneys. Accountants, disability case representatives, elder care specialists, nursing home administrators, and paralegals may also benefit.

Speakers

James L Koewler Jr.
James L.
Koewler, Jr.
The Koewler Law Firm
Elizabeth M Fink
Elizabeth M.
Fink
WhiteheadFink Elder Law LLC
Daniel J Jurkovic
Daniel J.
Jurkovic
Law Office of Daniel Jurkovic, P.C.
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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Speaker bio
Elizabeth M Fink

Elizabeth M. Fink

WhiteheadFink Elder Law LLC
Elizabeth Fink

is a partner at WhiteheadFink Elder Law, LLC in Chicago, Illinois, where she practices in the areas of Medicaid planning, estate planning, estate and trust administration, guardianship, and elder law. She represents clients throughout the Chicago metropolitan area. Ms. Fink earned her B.A. degree from Denison University and her J.D. degree from University of Illinois Chicago School of Law, formerly the John Marshall Law School. She currently serves on the board of Find Your Anchor, a not-for-profit organization aimed at suicide prevention, awareness and education. Ms. Fink is a member of the National Academy of Elder Law Attorney, the Women's Bar Association of Illinois, Illinois State Bar Association, and Chicago Bar Association (Elder Law Committee and Probate Practice Committee). She has been selected to the Illinois Super Lawyers list for 2020-2026.

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Speaker bio
Daniel J Jurkovic

Daniel J. Jurkovic

Law Office of Daniel Jurkovic, P.C.
Daniel Jurkovic

is a solo practitioner located in Rutherford, New Jersey, whose practice is concentrated in the areas of elder law, guardianship, disability planning and estate planning. He has been granted the title of certified elder law attorney by the National Elder Law Foundation. This certification has been approved by the New Jersey Supreme Court and accredited by the American Bar Association. Recently, Mr. Jurkovic represented the Guardianship Association of New Jersey, Inc. (GANJI) and the National Academy of Elder Law Attorneys-N.J. (NAELA-NJ), as amicus parties before the New Jersey Supreme Court in the matter of Thomas Saccone v. Board of Trustees, Police and Fireman's Retirement System. He previously served as lead attorney on the amicus curiae brief submitted to the New Jersey Supreme Court in the matter of In Re Keri. Mr. Jurkovic earned his B.S.B.A. degree from Thomas Edison State College, his M.S. degree in labor relations from Cornell University and Baruch College and his J.D. degree and a certificate in health law policy from Pace University School of Law. 

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