Estate Planning, Trusts & Probate

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Elder Law and Disability Planning Guide for Paralegals

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
Live Online + OnDemand
6 hours
Jessica Peraza
Elena Sallitto
Olia Yelner
Jean Rabinow
Stephanie Smith
Jon Ressler
With Jessica M. Peraza from Lippes Mathias LLP + 5 others

Tue, Mar 03, 00:00 AM – 00:00 PM

Product ID 101631

Register For Course

Course Includes
$319

Live Webinar Registration

OnDemand Video

Video Download

Course Book Download

OnDemand content will be available within 14 days of event date.


or
Upgrade to IPE Unlimited Pass and Get This Course
$69/Month

Overview

Ensure Your Elderly Clients Are in Good Hands

Caring for the most vulnerable clients is an honor, but it can also often feel overwhelming. Endless client calls, hectic hearing schedules, and boundless volumes of supporting documents are a daily reality. We've been gathering small, effective ways to tame the chaos and would love for you to benefit! Our experienced faculty will walk you through critical steps of the claims process, provide useful tips for optimizing and simplifying tasks along the way, and help you organize your files and schedule to avoid missing any steps. Register today!

  • Stay current on SSDI and Medicaid claims process steps and eligibility requirements.
  • Get guidance for building client files and compiling critical documentation.
  • Clarify the application and filing procedure essentials.
  • Improve your pre-hearing briefs with advice from pro paralegals.
  • Establish effective SSA, VA, and client communications practices.

Abbreviated Agenda

  1. Medicaid Nursing Home Eligibility and Asset Planning 101
  2. SSDI Claims Procedure and Eligibility Criteria
  3. Building the Client File: Obtaining Asset and Medical Records and Other Supporting Documentation
  4. Obtaining Representative Authorization With the SSA and VA
  5. Client Communications: FAQ, Progress Reports, Recordkeeping, etc.
  6. SSA Communications: Requests for Repeat Submissions and Other Issues
  7. Scheduling Challenges and Keeping Claims on Track
  8. SSDI, VA, and Medicaid Briefs and Hearings
  9. Vocational and Medical Expert Reports
  10. Financial Proxies and Medical Decision-Making Documents
Product ID 101631

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in
  1. Medicaid Nursing Home Eligibility and Asset Planning 101

  2. SSDI Claims Procedure and Eligibility Criteria

  3. Building the Client File: Obtaining Asset and Medical Records and Other Supporting Documentation

  4. Obtaining Representative Authorization With the SSA and VA

  5. Client Communications: FAQ, Progress Reports, Recordkeeping, etc.

  6. SSA Communications: Requests for Repeat Submissions and Other Issues

  7. Scheduling Challenges and Keeping Claims on Track

  8. SSDI, VA, and Medicaid Briefs and Hearings

  9. Vocational and Medical Expert Reports

  10. Financial Proxies and Medical Decision-Making Documents

Who Should Attend

This basic level course will allow attendees to effectively assist in representing elderly clients and clients with disabilities. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Speakers

Jessica M Peraza
Jessica M.
Peraza
Lippes Mathias LLP
Elena Sallitto Esq.
Elena
Sallitto, Esq.
Stavely and Sallitto Elder Law, LLC
Olia M Yelner
Olia M.
Yelner
Pirro & Church LLC
Jean Rabinow
Jean
Rabinow
McMillan & Rabinow
Stephanie M Smith
Stephanie M.
Smith
SMS Law Offices, LLC
Jon Ressler
Jon
Ressler
Roose Ressler & Green, Co., LPA
Speaker bio
Jessica M Peraza

Jessica M. Peraza

Lippes Mathias LLP
Jessica Peraza

is of counsel at Lippes Mathias LLP. She focuses her practice on estate planning and administration, Medicaid, and long-term care planning. As a law student, Ms. Peraza interned for the Hon. Barbara Howe in Erie County Surrogate's Court and worked in the Public Benefits Unit of Neighborhood Legal Services. Her previous experience includes residential foreclosures, public and private sector labor law, contract negotiations, probate matters, third party credit collections, and representation of clients in administrative hearings and arbitrations. Ms. Peraza earned her B.A. degree from St. Lawrence University and her J.D. degree, cum laude, from University of Buffalo School of Law.

Speaker bio
Elena Sallitto Esq.

Elena Sallitto, Esq.

Stavely and Sallitto Elder Law, LLC
Elena Sallitto

is a principal with Stavely and Sallitto Elder Law, LLC, where she focuses her practice exclusively on elder law. She routinely provides counsel on Medicaid planning, nursing home involuntary discharge issues, nursing home and assisted living quality of care concerns, guardianship, financial exploitation, powers of attorney, as well as wills, trusts and probate. Ms. Sallitto is a Certified Elder Law Attorney through the National Elder Law Foundation. She is a member of the Maryland State Bar Association (past chair of the Elder Law and Disability Rights Section) and National Academy of Elder Law Attorneys. Ms. Sallitto is a graduate of the Catholic University Columbus School of Law and admitted to practice in Maryland, Washington, D.C., New York and Connecticut.

Speaker bio
Olia M Yelner

Olia M. Yelner

Pirro & Church LLC
Olia Yelner

is the owner of the law firm Pirro & Church LLC, where her main areas of practice include Social Security Disability, ODAR hearings, appeals council and Federal District Court for Social Security matters. Ms. Yelner is admitted to practice in Connecticut and before the United States District Court for the District of Connecticut. She is a member of the Connecticut Bar Association. Ms. Yelner earned her B.S. degree from Sacred Heart University and her J.D. degree from the University of Connecticut School of Law. Ms. Yelner is a former adjunct professor at Lincoln College of New England, teaching various legal courses including insurance law, legal ethics and legal research and writing.

Speaker bio
Jean Rabinow

Jean Rabinow

McMillan & Rabinow
Jean Rabinow

is a sole proprietor at McMillan & Rabinow, where she practices probate and elder law, and prepares wills and related documents. Ms. Rabinow earned her bachelor's degree from Knox College in Galesburg and her J.D. degree from Yale Law School. She is admitted to practice law in Connecticut.

Speaker bio
Stephanie M Smith

Stephanie M. Smith

SMS Law Offices, LLC
Stephanie Smith

is an experienced attorney with over twenty-five years of practice in trust and estate planning, elder law, and real estate strategy. Through her firm, SMS Law Offices, LLC, located in Maryland and Washington, D.C., she advises families on creating revocable and irrevocable trusts, Medicaid planning, and integrating property ownership into long-term wealth and care strategies. She also advises LLCs, for-profit and non-profit corporations, corporate trusts and high-net worth estates on developing complex real estate development projects with their financial assets.  As a tax attorney by trade, Ms. Smith provides strategic tax advice related to real estate investment activities for preserving assets, structures asset property transfers, and navigates complex Medicare and Medicaid eligibility rules. Additionally, Ms. Smith handles all types of probate administration matters, and for clients who need expert advice on how to manage, invest, and/or develop their inherited real estate properties.  She holds a B.A. from Howard University in Washington, D.C., a J.D. from Rutgers Law School in Newark, New Jersey and an LL.M. with a concentration in International Taxation from Georgetown University Law Center. She is admitted to practice in D.C., Maryland, and New Jersey.

Speaker bio
Jon Ressler

Jon Ressler

Roose Ressler & Green, Co., LPA
Jon Ressler

is a principal in the law firm of Roose Ressler & Green, Co., LPA, which practices Social Security disability law and has offices in Lorain, Toledo, and Wooster, Ohio. He has practiced Social Security and disability law since 1997. Mr. Ressler has lectured on Social Security disability law at conferences of the National Organization of Social Security Claimants’ Representatives and other CLE seminars. He is a member of the National Organization of Social Security Claimants’ Representatives and the Ohio State Bar Association. Mr. Ressler earned his B.A. degree at the University of Akron and his J.D. degree at Case Western Reserve University.

Top FAQs

What is included with my course purchase?

When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.

With each course, you will receive access to the content via OnDemand Streaming and the Video Download.

Course reference materials are included with each course purchase in a downloadable PDF format.

How do I access my courses?

Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.

Do you have options for attendees who are deaf or hard of hearing?

Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.

Are multiple attendee discounts available?

Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.

When will the OnDemand be available and how long will I have access to the content?

The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.

If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.

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