Live Webinar: Protecting Assets to Qualify for Medicaid, Medicare, and Social Security CLE – Final Hours for $100 Discount

**ZOOM VIDEO WEBINAR**
Wednesday, June 3, 2026
noon to 1:30 PM (Eastern Time)

**Registered attendees who are not able to participate in the live webinar will be emailed the Absentee Webinar to access at their convenience two days after the live program.**

Benefits:

The federal government spends over two trillion dollars annually on elder care. 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:

Mastering Spend-Downs to Maximize Medicaid, Medicare, and Social Security in 2026 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. Exempt vs. Non-exempt Assets
h. Determining Ideal Timing to Protect Assets
i. Medicaid Asset Protection
j. Long-term Disability Benefits
k. Understanding the Application and Appeals Process
Question and Answer Session

Biography of Seminar Faculty:

1. James L. Koewler, Jr. is the Founder Partner of The Koewler Law Firm, where his main areas of practice include elder law, special needs and Medicaid planning, and Veterans disability. Mr. Koewler is a member of the National Academy of Elder Law Attorneys. He works with nurses as care and service coordinators to look after their clients. Mr. Koewler’s motto and focus is on “protecting seniors and people with special needs.” He is a graduate of Indiana University School of Law.

2. Meredith E. Marcus is a Partner at Osterhout Berger Daley, LLC, where she has significant experience in representing claimants from the initial application through appellate courts. Ms. Marcus drafted and argued Biestek v. Berryhill, 139 S. Ct. 1148 (2019) in the Sixth Circuit, before overseeing litigation in the United States Supreme Court. She has also represented clients in the areas of ERISA, individual disability benefits, veterans affairs and vaccine injury litigation. She is the editor of the textbook Social Security Disability Law by Tom Bush, 28th Revision. She is a graduate of the University of Chicago Illinois Law School.

3. Jessica Peraza is the Founding Partner at Peraza Law PLLC, where she focuses on estate planning, elder law, guardianship, and probate. She is a graduate of St. Lawrence University and SUNY Buffalo Law School.

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 WEBINAR.

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