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Elder Law and Medicaid Long Term Care Benefits: Basic and advanced techniques to assist clients in meeting healthcare needs

Laurie G. Steiner, Esq.
Laurie G. Steiner, Esq.
Steiner & Peck, Ltd.

Ms. Steiner received her BA from the College of Wooster and her JD, magna cum laude, from Cleveland State University Cleveland-Marshall College of Law. She has been named as a Super Lawyer for 2019, 2020, and 2021. Additionally, Ms. Steiner is a Certified Elder Law Attorney by the National Elder Law Foundation (approved by the Commission on Specialization of the Supreme Court of Ohio) and as an Elder Law Specialist by the Ohio State Bar Association.

Kyla G. Kelim, Esq
Kyla G. Kelim, Esq
Aging in Alabama

Ms. Kelim, a nationally recognized speaker on nursing home Medicaid, Medicare and estate and probate matters, has been practicing law in Alabama and Florida for more than 25 years. She assists clients throughout Alabama and serves as a well-known advocate, litigator and speaker on topics affecting seniors. Mrs. Kelim has launched Aging in Alabama to help address the crisis in health care coverage facing seniors and their caregivers.

On-Demand: March 30, 2021

Elder Law and Medicaid Long Term Care Benefits: Basic and advanced techniques to assist clients in meeting healthcare needs

$245.00 3 hour CLE

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Program Summary

Kyla Kelim:
With our clients living longer, it is essential that we are able to identify and understand the basics of Medicaid long term care benefits. You will learn the qualifications for Medicaid as well as basic and advanced planning techniques to assist your client in meeting their current and future healthcare needs.

Laurie Steiner:
Every Elder Law Attorney needs to have an arsenal of tools. That includes knowing exactly what topics are involved in “Elder Law.” Additionally, knowing how to pay for long term care with the Medicare and Veterans benefits systems is vital. Understand the basics of Elder Law and the interrelationships of these programs to assist your clients.

This course is co-sponsored with myLawCLE.

Kyla Kelim: 1:00-2:30

  • Medicare Eligibility
  • What You Need to Know about the Medicaid Program
  • Basic Eligibility
  • Assessing the Client’s current and future Medical needs
  • Strategies for Asset Management
  • Advanced techniques including Annuities, Promissory Notes, Caregiver Agreement

Laurie Steiner: 2:50-4:20

  • ELDER LAW 101
  • MEDICARE HEALTH INSURANCEBPART A, PART B, PART C, PART D
  • VETERAN'S ADMINISTRATION BENEFITS

Date/Time: March 30, 2021

Closed-captioning available upon request

 

Speakers

Laurie G. Steiner_myLawCLELaurie G. Steiner, Esq., |  CELA OSBA Certified Specialist in Elder Law Solomon, Steiner & Peck, Ltd. Mayfield Heights, Ohio

Ms. Steiner received her BA from the College of Wooster and her JD, magna cum laude, from Cleveland State University Cleveland-Marshall College of Law. She has been named as a Super Lawyer for 2019, 2020, and 2021. Additionally, Ms. Steiner is a Certified Elder Law Attorney by the National Elder Law Foundation (approved by the Commission on Specialization of the Supreme Court of Ohio) and as an Elder Law Specialist by the Ohio State Bar Association. She is also an Accredited Attorney for the preparation, presentation, and prosecution of claims for veteran benefits before the Department of Veterans Affairs (VA). Ms. Steiner focuses her practice on elder law, estate planning, and probate. She is a frequent speaker on elder law, Medicaid/disability planning, and estate planning topics to both professional groups and civic groups. For additional information, please visit www.ssandplaw.com.

Kyla G. Kelim_myLawCLEKyla G. Kelim, Esq | Aging in Alabama

Ms. Kelim, a nationally recognized speaker on nursing home Medicaid, Medicare and estate and probate matters, has been practicing law in Alabama and Florida for more than 25 years. She assists clients throughout Alabama and serves as a well-known advocate, litigator and speaker on topics affecting seniors. Mrs. Kelim has launched Aging in Alabama to help address the crisis in health care coverage facing seniors and their caregivers.

A tight economy, combined with strict Medicaid rules, have left generations of hard-working Americans without adequate choices for healthcare when they need it most.

Agenda

Kyla Kelim
I. Medicare & Medicaid Eligibility, Benefits, Intake | 1:00-2:30

A. What You Need to Know about Government Benefit Programs
B. Helping Clients with State and Local Funded Benefits
C. Caregiver Agreements & Home Care Agencies
D. Avoiding disqualification: treatment for inheritance, sale of property and personal injury settlements

Break | 2:30-2:50

Laurie Steiner
I. ELDER LAW 101 | 2:50-3:20

A. Elder Law is a Specialty Practice
B. Major Issues for Seniors
C. How to Pay for Long-Term Home Care
D. Some Sources for Long-Term Care Funding for Home and Facilities
E. How to Plan with your Clients

II. MEDICARE HEALTH INSURANCEBPART A, PART B, PART C, PART D | 3:20-3:50

A. Medicare in General
B. Medicare A
C. Medicare B
D. Medicare C
E. Supplemental Health Insurance
F. Medicare D

III. VETERAN’S ADMINISTRATION BENEFITS | 3:50-4:20

A. Who Might Be Eligible
B. Monthly Benefits Available
1. Disability Compensation
2. Dependency and Indemnity Compensation (DIC)
3. Veterans Service Special Pension Benefits
C. Other VA Benefits Available
D. Representing Veterans

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