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Overview
Get Specific Guidance for Helping Dementia Clients Attain Much-Needed Support
Cognitive decline is common in aging clients, but dementia is different - aggressive, destructive. It devastates families and crashes plans for long and peaceful autonomous retirement. The progressive nature of this ailment makes advance planning less effective. What, then, can you do for your clients when they need urgent memory care, when decision-making and cognitive abilities wane? This focused legal guide will help you provide specialized legal assistance for elder law clients suffering dementia. Build your skills - register today!
- Examine the medical aspects of dementia, its many types, symptoms, progression, and diagnostic criteria.
- Address the unique challenges dementia clients face in navigating Medicaid and SSDI application and appeals processes.
- Develop practical skills for effectively advocating for clients with dementia.
- Help clients maximize autonomy while ensuring proper care: structure POAs, guardianships, and less restrictive alternatives.
- Address the progressive nature of dementia in SSDI claims.
Abbreviated Agenda
- Medical Professional Insights: Types of Dementia and How They Present
- Testing Client Capacity
- Financial POAs
- Medicaid Planning to Fund Care
- Guardianships and Least Restrictive Alternatives
- SSDI Dementia Claims Under Section 12.02 Neurocognitive Disorders
- Legal Ethics of Working With Clients With Dementia
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
6 Total | 05-20-2028 |
| Alabama CLE |
|
6 Total | 12-31-2026 |
| Arkansas CLE |
|
6 Total | 06-30-2026 |
| Arizona CLE |
|
6 Total | 05-20-2028 |
| California CLE |
|
6 Total | 05-20-2028 |
| Colorado CLE |
|
7 Total | 12-31-2028 |
| Connecticut CLE |
|
6 Total | 05-20-2028 |
| Delaware CLE |
|
6 Total | 05-20-2028 |
| Florida CLE |
|
7 Total | 11-30-2027 |
| Georgia CLE |
|
6 Total | 12-31-2027 |
| Hawaii CLE |
|
6 Total | 05-20-2028 |
| Iowa CLE |
|
6 Total | 05-20-2027 |
| Idaho CLE |
|
6 Total | 09-30-2029 |
| Illinois CLE |
|
6 Total | 05-18-2028 |
| Indiana CLE |
|
6 Total | 05-20-2027 |
| Kansas CLE |
|
7 Total | 05-19-2027 |
| Kentucky CLE |
|
6 Total | 06-30-2026 |
| Louisiana CLE |
|
6 Total | 05-20-2027 |
| Maine CLE |
|
6 Total | 05-18-2028 |
| Minnesota CLE |
|
6 Total | 05-20-2028 |
| Missouri CLE |
|
6 Total | 05-20-2028 |
| Northern Mariana Islands CLE |
|
6 Total | 05-20-2028 |
| Mississippi CLE |
|
6 Total | 07-31-2026 |
| Montana CLE |
|
6 Total | 05-20-2029 |
| North Carolina CLE |
|
6 Total | 02-28-2027 |
| North Dakota CLE |
|
6 Total | 05-20-2029 |
| Nebraska CLE |
|
6 Total | 05-20-2028 |
| New Hampshire CLE |
|
6 Total | 05-20-2029 |
| New Jersey CLE |
|
7.2 Total | 02-06-2027 |
| New Mexico CLE |
|
6 Total | 05-20-2028 |
| Nevada CLE |
|
6 Total | 05-20-2029 |
| New York CLE |
|
7 Total | 05-20-2029 |
| Ohio CLE |
|
6 Total | 12-31-2026 |
| Oklahoma CLE |
|
7 Total | 05-20-2028 |
| Oregon CLE |
|
6 Total | 05-20-2029 |
| Pennsylvania CLE |
|
6 Total | 05-20-2028 |
| Rhode Island CLE |
|
6 Total | 06-30-2026 |
| South Carolina CLE |
|
6 Total | 12-31-2026 |
| Tennessee CLE |
|
6 Total | 05-19-2028 |
| Texas CLE |
|
6 Total | 04-30-2027 |
| Utah CLE |
|
6 Total | 12-31-2026 |
| Virginia CLE |
|
6 Total | 10-31-2026 |
| Vermont CLE |
|
6 Total | 05-20-2028 |
| Washington CLE |
|
6 Total | 05-19-2031 |
| Wisconsin CLE |
|
7 Total | 12-31-2027 |
| West Virginia CLE |
|
7.2 Total | 05-20-2028 |
| Wyoming CLE |
|
6 Total |
Select Jurisdiction
CLE
Agenda
-
Medical Professional Insights: Types of Dementia and How They Present
- Critical Medical Terms and Concepts
- The Many Causes of Cognitive Decline
- Types of Dementia and Their Symptoms
- Understanding Alzheimer's
- Common Treatment Options
- Testing and Diagnostics
-
Testing Client Capacity
-
Financial POAs
-
Medicaid Planning to Fund Care
- Current Medicaid Eligibility Criteria
- Planning for Countable Assets Ahead of Time
- Lookback Period
- Financial Hardship Issues
- Emergency Qualifying Tactics
-
Guardianships and Least Restrictive Alternatives
-
SSDI Dementia Claims Under Section 12.02 Neurocognitive Disorders
- The 5-Step Claim Evaluation Process
- Are There Options for Expedited Claim Review?
- Addressing Cognitive Impairment and Communication Barriers
- Progressive Nature of Dementia
- Medical Evidence in SSDI Dementia Claims
- Residual Functional Capacity (RFC) Form Tips: Supporting the Claim
-
Legal Ethics of Working With Clients With Dementia
- Is Your Client Capable of Making Decisions for Themselves?
- Making Legal Services Accessible
- Working With Guardians
- Guarding Client Confidentiality
- Attorney Fees and Scope of Representation
- Tips for Having Tough Conversations With Clients and Their Families
Who Should Attend
This focused legal course is designed for attorneys. Elder care specialists, geriatricians, disability representatives, and paralegals will also benefit.
Speakers
Speaker bio
Debbie L. Britt
is an attorney and owner of Debbie Britt Law. She focuses her practice on estate planning and elder law, family law, and business law. Ms. Britt earned her J.D. degree from Emory University School of Law. She is a member of the State Bar of Georgia, Glynn County Bar Association, Elder Law College, Brunswick-Golden Isles Chamber of Commerce and St. Simons United Methodist Church. Ms. Britt is admitted to practice law in Georgia and Colorado.
Speaker bio
Devina Mistry
is an attorney and owner of Law Offices of Devina Mistry, PA. She started her firm fighting for Social Security Disability Insurance (SSDI/Title 2) and Supplemental Security Income Disability (SSI/Title 16) benefits for individuals under retirement age, including children, suffering from physical and/or mental impairments, which prevent an adult from working or which prevents a child from functioning at an age-appropriate level. Ms. Mistry received her J.D. degree from the Levin College of Law at the University of Florida. She is an active member and graduate of Elder Law College. Ms. Mistry serves on the Board of Fellows of Elder Law College. She is a member of the Academy of the Florida Elder Law Attorneys, National Organization of Social Security Claimants' Representatives, The Florida Bar Elder Law Section, and The Florida Bar Real Property/Probate/Trust Section. Ms. Mistry is admitted to practice law in Florida.
Speaker bio
Ebonye N. Green
, DNP, CNRN, ACNS-AG, APN, began serving as the inpatient advanced practice registered nurse for the College of Medicine, Department of Neurosurgery at University of Arkansas for Medical Sciences in 2013. She began as a staff nurse in a neuroscience ICU at St. Louis University Hospital in St. Louis, Missouri, in 2005. She later became a travel nurse working in some of the country's top neurosurgical intensive care units and Gamma Knife, including Washington Hospital Center and Johns Hopkins Hospital. Ms. Green joined UAMS as a staff nurse in the neuro/medical ICU in 2009. From there, she climbed the clinical ladder to become the interim clinical services manager, while earning her advanced practice degree. She has a master's in nursing science from UAMS, a bachelor's degree in chemistry from the University of Arkansas at Little Rock, and a bachelor's degree in nursing from Deaconess College of Nursing. Ms. Green is a fellow of the Neurocritical Care Society, a member of the American Association of Neuroscience Nurses (AANN), American Association of Nurse Practitioners, American Association of Critical Care Nurses, American Association of Neurological Surgeons and serves on the AANN Board of Directors as a director-at-large, as past chair of AANN Advocacy Committee, as past facilitator of the Neurotrauma Special Focus group for AANN. She is passionate about educating staff to grow their knowledge to better care for their patients and families.
Speaker bio
Valerie A. Shivers
is an attorney at Shivers Law Group. She has concentrated her practice in the areas of estate planning and administration, elder law planning, special needs planning and residential and commercial real estate. She is dedicated to providing creative solutions to the long term legal, financial, and medical care planning needs of senior citizens and their families. Ms. Shivers is a member of the Alzheimer's Association and is an accredited Veterans Affairs Attorney. She is a member of elder section of the New York State Bar Association, and a member of the Nassau County and Suffolk County Bar Associations. Additionally Ms. Shivers serves as a Committee Chair Member for the Nass. She is admitted to practice law in New York.
Speaker bio
Madeline E. Bosque
serves as a senior associate attorney with Pfalzgraf Beinhauer Grear Harris Schuller LLP, focusing her practice on elder law, including estate planning, Medicaid planning, Medicaid applications, probate estates, and guardianships. She earned her B.A. degree from University at Buffalo and her J.D. degree from the University at Buffalo School of Law. Ms. Bosque is admitted to practice law in New York.
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