Elder Law

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Planning for Dementia and Memory Care: Medicaid Eligibility, POAs, and More

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1.5 Total
Alaska CLE Reciprocity 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Upon Request 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Upon Request 1.5 Total
Kentucky CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Pending 1.5 Total
North Carolina CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Pennsylvania CLE Approved 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Virginia CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Upon Request 1.5 Total
Delaware Certified Paralegal Program Approved 1.5 Total
Florida Registered Paralegal Approved 2 Total
Indiana Paralegal CLE Approved 1.5 Total
Montana CLE Credit for Paralegals Approved 1.5 Total
North Carolina Continuing Paralegal Education Approved 1.5 Total
New Mexico Paralegal Division, State Bar of Approved 1.5 Total
Ohio Certified Paralegals Approved 1.5 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 1.5 Total
Live Online
1 hours 30 minutes
Mary Youssi
With Mary C. Youssi from Walny Legal Group LLC

Mon, Sep 14, 00:00 AM – 00:00 PM

Product ID 102390

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Course Includes
$229

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Overview

Dementia Won't Wait. Neither Should Your Clients.

When a client receives a dementia diagnosis, the window to plan is short - and the cost of inaction is steep. This practical program walks attorneys through Medicaid eligibility and asset protection strategies, POA drafting that holds up under scrutiny, and when to pursue guardianship or conservatorship - giving you a clear, repeatable framework for one of the most high-stakes planning situations your clients will ever face. Register today!

  • Navigate Medicaid's eligibility rules and avoid costly look-back pitfalls.
  • Structure asset protection strategies that preserve wealth for spouses and heirs.
  • Draft durable and healthcare POAs built to withstand legal challenges.
  • Guide families through guardianship and conservatorship when POAs fall short.
  • Coordinate legal planning with care facilities, social workers, and financial advisors.

Abbreviated Agenda

  1. Understanding Dementia and the Urgent Care Issues It Creates
  2. Medicaid Eligibility and Asset Protection
  3. Powers of Attorney for Memory Care Clients
  4. Addressing Capacity Concerns: Timing, Documentation, and Clinical Collaboration
  5. When to Pursue Guardianship vs. Conservatorship
  6. Coordinating With Care Facilities, Social Workers, and Financial Planners
  7. Building a Memory Care Planning Checklist for Your Practice

Can't Attend Live?

Pre-Order the OnDemand

We will notify you when the ondemand recording is available.

Related Topics

Product ID 102390

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1.5 Total
Alaska CLE Reciprocity 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Upon Request 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Upon Request 1.5 Total
Kentucky CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Pending 1.5 Total
North Carolina CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Pennsylvania CLE Approved 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Virginia CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Upon Request 1.5 Total
Delaware Certified Paralegal Program Approved 1.5 Total
Florida Registered Paralegal Approved 2 Total
Indiana Paralegal CLE Approved 1.5 Total
Montana CLE Credit for Paralegals Approved 1.5 Total
North Carolina Continuing Paralegal Education Approved 1.5 Total
New Mexico Paralegal Division, State Bar of Approved 1.5 Total
Ohio Certified Paralegals Approved 1.5 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 1.5 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Planning for Dementia and Memory Care: Medicaid Eligibility, POAs, and More

    1. Understanding Dementia and the Urgent Care Issues It Creates
    2. Medicaid Eligibility and Asset Protection
    3. Powers of Attorney for Memory Care Clients
    4. Addressing Capacity Concerns: Timing, Documentation, and Clinical Collaboration
    5. When to Pursue Guardianship vs. Conservatorship
    6. Coordinating With Care Facilities, Social Workers, and Financial Planners
    7. Building a Memory Care Planning Checklist for Your Practice

Who Should Attend

This legal course is designed for attorneys. Assisted care professionals and paralegals will also benefit.

Speakers

Mary C Youssi
Mary C.
Youssi
Walny Legal Group LLC
Speaker bio
Mary C Youssi

Mary C. Youssi

Walny Legal Group LLC
Mary Youssi

is an attorney at Walny Legal Group LLC, with offices in Milwaukee and Elm Grove. Her practice areas consist of estate planning and administration, probate, and asset protection planning, as well as elder law, including adult guardianship and protective placement. Ms. Youssi earned her B.A. degree from UW-Milwaukee and her J.D. degree from Marquette University Law School. She is a member of the State Bar of Wisconsin in the Elder Law Chapter; in addition to the Milwaukee Bar Association, where she is a member of the Probate Bench-Bar Committee. Ms. Youssi continues to volunteer as a Moot Court judge and coach for current Marquette Law students.

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