Elder Law

4.46

Elder Law and Medicaid Planning 101

Credits Available
Credit Status Total
Alaska 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
Hawaii CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Kansas CLE Approved 7 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands 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 Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania 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
OnDemand
5 hours 56 minutes
James Koewler
P. David Matheny
Elizabeth Fink
Rebecca Bowman
With James L. Koewler Jr. from The Koewler Law Firm + 3 others
Recorded May 20, 2024
Product ID 98521

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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. Client Capacity, Undue Influence, Elder Abuse and Neglect
  4. Understanding Financial Power of Attorney (POA), HCPA, and Guardianships
  5. Legal Ethics of Elder Law Practice
  6. Personal Care Agreements

Related Topics

Product ID 98521

Credit Details

Credits Available
Credit Status Total
Alaska 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
Hawaii CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Kansas CLE Approved 7 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands 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 Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania 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
Select Jurisdiction
CLE

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
    6. Medicaid Application and Appeals

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

  4. 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

  5. Legal Ethics of Elder Law Practice

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

  6. Personal Care Agreements

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

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
P. David Matheny
P. David
Matheny
P. David Matheny, P.C.
Elizabeth M Fink
Elizabeth M.
Fink
WhiteheadFink Elder Law LLC
Rebecca A Bowman
Rebecca A.
Bowman
Rebecca A. Bowman, P.E.
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 Attorney, 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
P. David Matheny

P. David Matheny

P. David Matheny, P.C.
P. David Matheny

is a sole practitioner with P. David Matheny, P.C., in Bay Minette, Alabama, who has been practicing law in Baldwin County for 20 years. His trial experience includes the prosecution of capital murder cases and child abuse cases, contested probate cases, and complicated divorces, and his practice is focused on domestic and probate matters. Mr. Matheny served as the first county conservator for Baldwin County, Alabama, and was appointed by the probate court to manage the assets of those elderly or disabled persons who were not able to manage their own affairs. He serves as court representative or guardian ad litem in numerous probate court proceedings. Mr. Matheny also served as a part-time special assistant attorney general for the state of Alabama. He earned his B.S. degree from Mississippi State University and his J.D. degree from Mississippi College School of Law.

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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 estate and trust administration, guardianship, Medicaid planning, estate planning and elder law. Ms. Fink is a member of the Chicago Bar Association (Elder Law Committee and Probate Practice Committee); a former mentor with the CBA group mentoring program in probate and estates; a board member of the National Academy of Elder Law Attorneys, Illinois Chapter; and co-chair of the education committee of the National Academy of Elder Law Attorneys, Illinois Chapter. She earned her B.A. degree from Denison University and her J.D. degree from The John Marshall Law School.

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Speaker bio
Rebecca A Bowman

Rebecca A. Bowman

Rebecca A. Bowman, P.E.
Rebecca Bowman

ESQ., P.E., D.F.E is the principal of Rebecca A. Bowman, P.E. She focuses her practice in estate planning and administration, guardianship and conservatorship, as well as real estate. Mrs. Bowman is a certified arbitrator and mediator, and a registered professional engineer. She is a member of the National Society of Professional Engineers, American Arbitration Association, and the American Bar Association; and is a long-time columnist on risk management for the PE Reporter. Mrs. Bowman earned her B.S. in civil structural of engineering degree from the University of North Dakota, her M.B.A. degree from Oklahoma University and her J.D. degree from Duquesne University School of Law. She was recently named the Senior Director for Ethics and Professional Responsibility for the National Society of Professional Engineers.

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