CLE on Retirement and Disability Planning: SSI, SSDI, Medicaid, VA and More

Help Aging Clients Maximize Benefits and Plan for Incapacity

Most Americans will need long-term care at some point in their lives. This insightful legal guide offers effective practical approaches to maximizing all the resources potentially available to your clients. Register today!

• Qualify clients for Medicaid, VA and disability benefits while protecting family assets.
• Gain techniques for maximizing Social Security and private account retirement resources.
• Make the best use of trusts when planning for retirement and disability.

This practical legal course is designed for attorneys. It will also benefit accountants and CPAs, life care planners, trustees, disability representatives, geriatric care specialists, nursing home administrators, social workers, and paralegals.

• Assessing Client Needs
• Medicaid Eligibility Criteria
• Veterans Pension Eligibility Criteria
• Medicaid Asset Protection Planning: Exempt Asset Purchases, Qualifying Transfers, and More
• The Difference Between SSI and SSDI
• Social Security Disability: Advising Clients on Eligibility and Claims Processing
• Obtaining Veterans Aid and Attendance Benefits
• Helping Clients Maximize Their Social Security Retirement Benefits
• Helping Clients Maximize Their Private Retirement Account Benefits
• Helping Clients use Tax-Free Money to Pay for Long-Term Care
• Utilizing Special Needs Trusts and ABLE Accounts for Disabled Beneficiaries
• Other Methods of Planning for Retirement and Disability

Continuing Legal Education

Credit Hrs State
CLE 1.50 –  AK
CLE 1.50 –  AL
CLE 1.50 –  AR
CLE 1.50 –  AZ
CLE 1.50 –  CA
CLE 2.00 –  CO
CLE 1.50 –  CT
CLE 1.50 –  DE
CLE 2.00 –  FL
CLE 1.50 –  GA
CLE 1.50 –  HI
CLE 1.50 –  IA
CLE 1.50 –  ID
CLE 1.50 –  IL
CLE 1.50 –  IN
CLE 1.50 –  KS
CLE 1.50 –  KY
CLE 1.50 –  LA
CLE 1.50 –  ME
CLE 1.50 –  MN
CLE 1.80 –  MO
CLE 1.50 –  MP
CLE 1.50 –  MS
CLE 1.50 –  MT
CLE 1.50 –  NC
CLE 1.50 –  ND
CLE 1.50 –  NE
CLE 1.50 –  NH
CLE 1.80 –  NJ
CLE 1.50 –  NM
CLE 1.50 –  NV
CLE 1.50 –  NY*
CLE 1.50 –  OH
CLE 2.00 –  OK
CLE 1.50 –  OR
CLE 1.50 –  PA
CLE 1.50 –  RI
CLE 1.50 –  SC
CLE 1.50 –  TN
CLE 1.50 –  TX
CLE 1.50 –  UT
CLE 1.50 –  VA
CLE 1.50 –  VT
CLE 1.50 –  WA
CLE 1.50 –  WI
CLE 1.80 –  WV
CLE 1.50 –  WY

Continuing Professional Education for Accountants

Credit Hrs State
CPE for Accountants 1.50 –  AZ
CPE for Accountants 1.50 –  NY
CPE for Accountants 1.50 –  WA
CPE for Accountants 1.00 –  WI

National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 1.50 *