On-Demand   On-Demand Web Programs

31st Annual Elder Law Institute

Released on: Mar. 27, 2019
Running Time: 06:27:12
31st Annual Elder Law Institute
Full scholarships and discounts to attend PLI programs are widely available to attorneys working in nonprofit/legal services organizations; pro bono attorneys; government attorneys; judges and judicial law clerks; law professors and law students; senior attorneys (age 65 and over); law librarians and paralegals who work for nonprofit/legal services organizations; unemployed attorneys; and others with financial hardships. We encourage all eligible attendees to complete and submit a PLI Scholarship Application

Scholarships available


Why You Should Attend

This year’s Institute will focus on mostly Medicaid, with experienced practitioners sharing insights about a range of subjects from comparing and contrasting eligibility rules to liens and estate recovery to promissory note planning.  Faculty also will focus on Supplemental Security Income (SSI) and how to avoid terminations and overpayments, as well as ethical issues that frequently arise in elder law practice. 

What You Will Learn

 

  • A multi-state look at Medicaid: Comparing and contrasting eligibility rules
  • Medicaid liens and estate recovery
  • Medicaid promissory note planning: Using DRA-compliant promissory notes to convert assets to income
  • Supplemental Security Income (SSI): Avoiding terminations and overpayments
  • Ethical considerations for the elder law attorney

Who Should Attend

This program is designed for elder law practitioners, lawyers who represent elderly clients or younger clients with aging parents, and advocates interested in getting into this constantly evolving field. Experienced practitioners will explore developing issues and also review elder law fundamentals. 



Lecture Topics [Total time 00:07:00]

Segments with an asterisk (*) are available only with the purchase of the entire program.


  • Opening Remarks* [00:09:10]
    Jeffrey G. Abrandt, Douglas J. Chu
  • A Multi-State Look at Medicaid: Comparing and Contrasting Eligibility Rules [01:59:21]
    Allison J. Busch, Douglas J. Chu
  • Medicaid Liens and Estate Recovery [01:16:04]
    Jeffrey G. Abrandt
  • Medicaid Promissory Note Planning: Using DRA-Compliant Promissory Notes to Convert Assets to Income [01:00:58]
    Timothy C. O'Rourke
  • Supplemental Security Income (SSI): Avoiding Terminations and Overpayments [00:59:51]
    Michelle Spadafore
  • Working with Elderly Clients: Ethical Issues [01:01:48]
    Jeremy S. Garber

The purchase price of this Web Program includes the following articles from the Course Handbook available online:


  • COMPLETE COURSE HANDBOOK
  • Douglas J. Chu, Ch. 6: Medicaid for the Elderly, Blind, or Disabled, Practising Law Institute, New York Elder Law (August 2018)
    Douglas J. Chu
  • New York City Human Resources Administration, Department of Social Services, Medical Insurance and Community Services Administration (MICSA), Medicaid Alerts
    Douglas J. Chu
  • New York State Office of Health Insurance Programs, General Information System, 2019 Medicaid Levels and Other Updates (December 7, 2018)
    Douglas J. Chu
  • National Immigration Law Center, TABLE: Medical Assistance Programs for Immigrants in Various States (January 2018)
    Douglas J. Chu
  • Multi-State Medicaid Eligibility: Variations and Similarities in State Medicaid Programs (PowerPoint slides)
    Douglas J. Chu
  • New Jersey Medicaid
    Allison J. Busch
  • Comparing New York and New Jersey Medicaid
    Allison J. Busch
  • State of New Jersey, Department of Human Services, Division of Medical Assistance and Health Services, Medicaid Communications
    Allison J. Busch
  • Template: Qualified Income Trusts (October 2014)
    Allison J. Busch
  • David Goldfarb and Joseph Rosenberg, § 8.04 Medicaid Liens, New York Elder Law (Lexis/Matthew Bender, 2018)
    Jeffrey G. Abrandt
  • David Goldfarb and Joseph Rosenberg, § 8.05 Recoveries Against Estates, New York Elder Law (Lexis/Matthew Bender, 2018)
    Jeffrey G. Abrandt
  • Medicaid Promissory Note Planning (December 28, 2018)
    Timothy C. O'Rourke
  • Supplemental Security Income (SSI): Avoiding Terminations and Overpayments (December 2018)
    Michelle Spadafore
  • Select Decisions Concerning Ethical Matters
    Jeremy S. Garber

Presentation Material


  • Multi-State Medicaid Eligibility: Variations and Similarities in State Medicaid Programs
    Douglas J. Chu
  • New Jersey Medicaid: Rules and Regulations and Differences from New York Medicaid
    Allison J. Busch
  • Medicaid Liens and Estate Recovery
    Jeffrey G. Abrandt
  • Medicaid Promissory Note Planning: Using DRA-Compliant Promissory Notes to Convert Assets to Income
    Timothy C. O'Rourke
  • Working with Elderly Clients: Ethical Issues
    Jeremy S. Garber
Co-Chair(s)
Jeffrey G. Abrandt ~ Goldfarb Abrandt Salzman & Kutzin LLP
Douglas J. Chu ~ Hynes & Chu, LLP
Speaker(s)
Allison J. Busch ~ Hartmann, Doherty, Rosa, Berman & Bulbulia, LLC
Jeremy S. Garber ~ Special Trial Attorney, Attorney Grievance Committee, Supreme Court, Appellate Division, First Judicial Department
Timothy C. O'Rourke ~ O'Rourke Seaman LLP
Michelle Spadafore ~ Senior Supervising Attorney, New York Legal Assistance Group
General credit information about this format appears below. For credit information specific to this program, please choose your jurisdiction(s) in the Credit Information box on the right-hand side of this page.

PLI’s live and on-demand webcasts are single-user license products intended for an individual registrant only. Credit will be issued only to the individual registered.


U.S. MCLE States

Alabama:  PLI’s on-demand web programs qualify as “online” credit. Attorneys are limited to 6 credits of online programs per reporting period.

Alaska:  All PLI products can fulfill Alaska’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Arizona:  PLI’s on-demand web programs qualify as “interactive CLE” credit. There is no limit to the number of credits an attorney can earn via interactive CLE programs.

Arkansas:  PLI’s on-demand web programs are not approved for Arkansas CLE credit.

California:  PLI’s on-demand web programs qualify as “participatory” credit. There is no limit to the number of credits an attorney can earn via participatory programs.

Colorado:  All PLI products can fulfill Colorado’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Connecticut: Effective January 1, 2017, all PLI products can fulfill Connecticut’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Delaware:  PLI’s on-demand web programs qualify as “eCLE” credit. Attorneys are limited to 12 credits of eCLE per reporting period, no more than 6 of which may be audio-only.

Florida:  All PLI products can fulfill Florida’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Georgia:  PLI’s on-demand web programs qualify as “in-house” credit. Attorneys are limited to 6 in-house credits per reporting period.

Hawaii:  All PLI products can fulfill Hawaii’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Idaho:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 15 credits of self-study per reporting period.

Illinois:  All PLI products can fulfill Illinois' CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Indiana:  PLI’s on-demand web programs qualify as “distance education” credit. Attorneys are limited to 9 credits of distance education per reporting period. Effective January 1, 2019, the limit of distance education per reporting period will increase from 9 to 18 credits.

Iowa:  PLI’s on-demand web programs qualify as “unmoderated” credit. Attorneys are limited to 6 credits of unmoderated programs per reporting period.

Kansas:  PLI’s on-demand web programs qualify as “prerecorded” credit. Attorneys are limited to 6 credits of prerecorded programs per reporting period.

Kentucky:  PLI’s on-demand web programs qualify as “non-live” credit. Attorneys are limited to 6 non-live credits per reporting period.

Louisiana:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 4 credits of self-study per reporting period.

Maine:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 5.5 credits of self-study per reporting period.

Minnesota:  PLI’s on-demand web programs qualify as “on-demand” credit. Attorneys are limited to 15 on-demand credits per reporting period.

Mississippi:  PLI’s on-demand web programs qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Missouri:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 6 credits of self-study per reporting period.

Montana:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 5 credits of self-study per reporting period.

Nebraska:  PLI’s on-demand web programs qualify as “computer-based learning” credit. Attorneys are limited to 5 credits of computer-based learning per reporting period.

Nevada:  PLI’s on-demand web programs qualify as “self-study” credit. There is no limit to the number of credits an attorney can earn via self-study programs.

New Hampshire:  All PLI products can fulfill New Hampshire’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

New Jersey:  PLI’s on-demand web programs qualify as “alternative verifiable learning formats” credit. Attorneys are limited to 12 credits of alternative verifiable learning formats per reporting period.

New Mexico:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 4 credits of self-study per reporting period.

New York

Experienced Attorneys:  All PLI products can fulfill New York’s CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Newly Admitted Attorneys:  PLI’s transitional on-demand web programs can be used to fulfill the requirements for New York newly admitted attorneys. Only professional practice and law practice management credits may be earned via transitional on-demand web programs. Ethics and skills credits may not be earned via on-demand web programs.

North Carolina:  PLI’s on-demand web programs qualify as “online” credit. Attorneys are limited to 6 credits of online programs per reporting period.

North Dakota:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 15 credits of self-study per reporting period.

Ohio:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Oklahoma:  PLI’s on-demand web programs qualify as “online, on-demand” credit. Attorneys are limited to 6 credits of online, on-demand programs per reporting period.

Oregon:  All PLI products can fulfill Oregon’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Pennsylvania:  PLI’s on-demand web programs qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Puerto Rico:  All PLI products can fulfill Puerto Rico’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Rhode Island:  PLI’s on-demand web programs qualify as “video replay” credit. Attorneys are limited to 6 video replay credits per reporting period.

South Carolina:  PLI’s on-demand web programs qualify as “alternatively delivered” credit. Attorneys are limited to 6 credits of alternatively delivered programs per reporting period.

Tennessee:  PLI’s on-demand web programs qualify as “distance learning” credit. Attorneys are limited to 8 credits of distance learning per reporting period.

Texas:  All PLI products can fulfill Texas’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Utah:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Vermont:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 10 credits of self-study per reporting period.

Virgin Islands:  All PLI products can fulfill the Virgin Islands’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Virginia:  PLI’s on-demand web programs qualify as “pre-recorded” credit. Attorneys are limited to 8 credits of pre-recorded programs per reporting period.

Washington:  All PLI products can fulfill Washington’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

West Virginia:  PLI’s on-demand web programs qualify as “online” credit. Attorneys are limited to 12 credits of online instruction per reporting period.

Wisconsin:  PLI’s on-demand web programs qualify as “repeated, on-demand” credit. Attorneys are limited to 15 credits of repeated, on-demand programs per reporting period. No ethics credits can be earned via on-demand web programs.

Wyoming:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 6 credits of self-study per reporting period.


CPD Jurisdictions

British Columbia (CPD-BC):  PLI’s on-demand web programs are not eligible for CPD-BC credit unless viewed with at least one other attorney or an articled student. In this case, the credit must be recorded as a “study group.”

Ontario (CPD-ON):  PLI’s on-demand web programs qualify as “recorded” credit. If viewed without a colleague, attorneys are limited to 6 credits of recorded programs per year. If viewed with at least one colleague, there is no limit to the number of credits that can be earned via recorded programs.

Quebec (CPD-QC):  PLI’s on-demand web programs can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  PLI’s on-demand web programs are not approved for CPD-HK credit.

United Kingdom (CPD-UK):  PLI’s on-demand web programs can fulfill the United Kingdom’s CPD requirements.

Australia (CPD-AUS):  PLI’s on-demand web programs may fulfill Australia’s CPD requirements. Credit limits for on-demand web programs vary according to jurisdiction. Please refer to your jurisdiction’s CPD information page for specifics.

Alberta (CPD-ALBERTA):  All PLI products can fulfill Alberta’s CPD requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Dubai (CLPD-DUBAI):  PLI’s on-demand web programs may fulfill CLPD credit requirements.


Other Credit Types

CPE Credit (NASBA):  Select on-demand web programs qualify as the “QAS Self-Study” delivery method. Please check the Credit Information box on the right-hand side of this page to verify CPE credit availability.

IRS Continuing Education (IRS-CE):  PLI’s on-demand web programs may fulfill IRS-CE requirements. To request IRS-CE credit, please notify PLI at plicredits@pli.edu of your request and include your Preparer Tax Identification Number (PTIN).

Certified Fraud Examiner CPE:  PLI’s on-demand web programs may fulfill Certified Fraud Examiner CPE requirements. To request CPE credit or find out which programs offer CPE, please contact PLI at plicredits@pli.edu.

IAPP Continuing Privacy Credit (CPE):  PLI’s on-demand web programs may fulfill Privacy CPE credit requirements.

HR Recertification (HRCI):  PLI’s on-demand web programs may fulfill HR credit requirements.

SHRM Recertification (SHRM):  PLI’s on-demand web programs qualify as "self-paced" credit. SHRM professionals are limited to 30 credits of self-paced programs per recertification period.

Compliance Certification Board (CCB):  PLI’s on-demand web programs qualify as “self-study” credit. Candidates are limited to 10 self-study credits per 12-month period, and certification holders are limited to 20 self-study credits per 2-year renewal period.

Certified Anti-Money Laundering Specialists Certification (CAMS):  PLI’s on-demand web programs are not approved for CAMS credit.

New York State Social Worker Continuing Education (SW CPE):  PLI’s on-demand web programs are not approved for SW CPE credit.

American Bankers Association Professional Certification (ABA):  PLI’s on-demand web programs may fulfill ABA credit requirements.

Certified Financial Planners (CFP):  PLI’s on-demand web programs are not approved for CFP credit.

 

Related Items

Handbook  Course Handbook Archive

31st Annual Elder Law Institute Jeffrey G. Abrandt, Goldfarb Abrandt Salzman & Kutzin LLP
Douglas J. Chu, Hynes & Chu, LLP
 
30th Annual Elder Law Institute Jeffrey G. Abrandt, Goldfarb Abrandt Salzman & Kutzin LLP
Douglas J. Chu, Hynes & Chu, LLP
 
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