Protecting Assets to Qualify for Medicaid, Medicare, and Social Security Live Video Webinar CLE – Final Hours for $60 Discount

Protecting Assets to Qualify for Medicaid, Medicare, and Social Security Live Video Webinar CLE
Wednesday, Oct. 21, 2026
Noon to 1:30 PM (Eastern Time)
90-Minute Live Webinar

Registration includes downloadable materials

Benefits:

The federal government spends over two trillion dollars annually on Medicaid, Medicare, and Social Security. The costs of healthcare and long-term care have dramatically increased in recent years for the elderly and disabled. Yet, only a small minority of clients possess adequate insurance and funding for such costs. There is an unprecedented need today for counsel fluent in asset planning and asset protection techniques to assist clients needing to qualify for government assistance. The faculty for this program features several national authorities on the subject, who will cover tools for developments on Medicaid and Medicare access, Nursing Home, Social Security benefits, spend-down’s, exempt vs. non-exempt assets, other government assistance, the effect of future medical expenses on government benefits, and the landscape of Medicare, Medicaid, medical expense planning, and protecting asset while qualifying for government assistance. Registration includes online access to course and reference materials that serve as a helpful guide to the numerous topics and techniques discussed in the program.

Agenda:

Protecting Assets to Qualify for Medicaid, Medicare, and Social Security CLE:
a. Essential Spend-down Techniques
b. Medicare and Medicaid Eligibility, Benefits, and Intake
c. Effective Wealth Preservation Planning
d. Qualifying for Government Benefits when Assets Exceed the Limit
e. Social Security Planning
f. State and Local Funded Benefits
g. Determining Ideal Timing to Protect Assets
h. Medicaid Asset Protection
i. Long-term Disability Benefits
j. Understanding the Application and Appeals Process
k. Exempt vs. Non-exempt Assets
Live Question and Answer Session

Biography of Seminar Faculty:

1. Howard S. Krooks is an authority on guardianships & a certified elder law attorney by the National Elder Law Foundation. He is a Partner at Cozen O’Connor and Chair of the Firm’s Elder Law Practice Group. Mr. Krooks devotes his practice to elder law and trusts and estates matters, including representing seniors and persons with special needs and their families in connection with asset preservation planning, supplemental needs trusts, Medicaid, Medicare, planning for disability, guardianship, wills, trusts and health care planning with advance directives. He is a former President of the National Academy of Elder Law Attorneys and Past Chair of the Elder Law Section of his state bar. Selected as a SuperLawyer and AV-rated by Martindale-Hubbell, Mr. Krooks has spoken and written widely on guardianship issues, including serving as an adjunct faculty member at NYU and serving as an instructor for his state’s Certified Guardian & Court Evaluator Training program. He has been quoted in The Wall Street Journal, The New York Times, Kiplinger’s, USA Today, The New York Post, Newsday, and also appeared on PBS and the CBS Early Morning show.

2. Mitchell Staub is the President of MPS Advantage Group Inc. He has counseled clients in the insurance and financial services industry for nearly two decades. Mr. Staub previously worked for MetLife Financial Services, as well as two national health care organizations. He practiced at National Medicare and Life Insurance Brokerage, prior to founding his own firm. He successfully focuses on clients in the areas of Medicare Supplements, Medicare Advantage Plans, Prescription Plans, Long Term Care Insurance, as well as Life Insurance.

3. David J. Zumpano is a leading authority on Medicaid Planning and practices at the Estate Planning Law Center. His practice remains focused on Estate and Medicaid planning, asset and business protection and elder law. He has been featured in the Wall Street Journal, on National Public Radio, and is a regular speaker and trainer on estate planning, asset protection and Medicaid Planning to many national legal organizations and banking and financial institutions. In addition to his law firm, Mr. Zumpano is Founder of Medicaid Practice Systems, LLC (MPS) and Co-Founder of Lawyers With Purpose, LLC (LWP). He is also the creator of a Law Practice System for attorneys to provide comprehensive Estate, Medicaid and Asset Protection Planning to clients, which has been implemented by over 750 law firms nationwide. Mr. Zumpano is a highly sought-after lecturer and author on Medicaid & Estate Planning, having published Protect Your IRA: Avoid the 5 Common Mistakes, Irrevocable Pure Grantor Trusts: The Estate Planning Landscape Has Changed, and What Hard Work Giveth, the Nursing Home Taketh Away: Asset Preservation Under Medicaid. He is also a contributing author to Giving: Philanthropy for Everyone.

CLE Credit: Rossdale CLE is a national leader in attorney education and has trained thousands of attorneys, paralegals, and other legal professionals.

Alabama State Bar MCLE Commission for 1.5 MCLE credits

Alaska Bar Association for 1.5 CLE Credits *

Arizona State Bar for 1.5 CLE credits**

California State Bar for 1.5 MCLE credits

Colorado Supreme Court Board of Continuing Legal and Judicial Education for 1.8 CLE Credits

Connecticut for 1.5 CLE Credits

Delaware Commission on Continuing Legal Education *******

District of Columbia (CLE credits are not required)***

Florida Bar for 2.0 CLE credits

Georgia Bar for 1.5 CLE credits

Hawaii for 1.5 CLE credits

Idaho State Bar for 1.5 CLE credits

Indiana Commission for Continuing Legal Education for 1.5 CLE Credits

Illinois – Supreme Court of Illinois for 1.5 MCLE Credits

Iowa Commission on Continuing Legal Education for 1.5 CLE Credits

Kansas Continuing Legal Education Commission for 1.5 CLE Credits

Kentucky Bar Association for 1.5 CLE Credits

Louisiana Supreme Court Commission on MCLE for 1.5 MCLE credits

Maryland (CLE credits are not required)***

Massachusetts (CLE credits are not required)**

Michigan (CLE credits are not required)***

Minnesota State Board of Continuing Legal Education for 1.5 CLE credits

Mississippi Commission on Continuing Legal Education for 1.5 CLE credits

Missouri Bar for 1.8 MCLE Credits

Montana Commission of CLE for 1.5 CLE Credits

Nevada Board of Continuing Legal Education for 1.5 CLE credits

New Hampshire for 1.5 CLE credits ****

New Jersey Board on Continuing Legal Education for 1.5 CLE credits (per Rule 201:4)

New Mexico Minimum Continuing Legal Education Board for 1.5 CLE credits

New York State Bar for 1.5 CLE credits

North Carolina State Bar Continuing Legal Education for 1.5 CLE credits

Ohio – Supreme Court of Ohio Commission on CLE for 1.5 CLE Credits

Oklahoma Bar Association for 1.5 CLE Credits

Oregon Bar for 1.5 MCLE Credits

Pennsylvania Continuing Legal Education Board for 1.5 CLE Credits

Puerto Rico for 1.5 CLE credits (Tribunal Supremo de Puerto Rico)

Rhode Island Mandatory Continuing Legal Education Commission for 1.5 CLE credits

South Dakota (CLE credits are not required)***

Tennessee Commission on CLE for 1.5 CLE Credits

Texas State Bar for 1.5 CLE credits

Utah State Board of Continuing Legal Education for 1.5 MCLE credits

Vermont Mandatory Continuing Legal Education Board for 1.5 CLE credits

Virginia State Bar for 1.5 MCLE credits

Washington for 1.5 CLE credits

West Virginia for 1.8 CLE credits

Wisconsin Board of Bar Examiners for 1.5 CLE credits

Wyoming State Bar for 1.5 CLE credits

Additional States – call customer service at (888) 626-3462

* Members of the Alaska Bar Association may report 1.5 CLE credits for participating in this course as it has been approved by other mandatory CLE jurisdictions for 1.5 CLE credits.

** The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona, including 0 hour(s) of professional responsibility.

*** States that do not require CLE are indicated above. Rossdale does not apply for CLE in these states as CLE credit is not required.

**** The New Hampshire does not approve or accredit CLE activities for the Continuing Legal Education requirement. Pursuant to NH Supreme Court Rule 53, this activity may be counted for up to 1.5 CLE hours.

******* Please include your DE Bar Number so a Form 4 may be forwarded to you after the course.

For additional questions, please call 888-626-3462.

REGISTER FOR CLE CREDIT AND LISTEN and LEARN AT YOUR CONVENIENCE WITH THIS CONVENIENT LIVE WEBINAR.

You will receive access to the video webinar, accompanying materials, and CLE information when you register with a credit card or when we process your check.