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Elder Law and Disability Planning Guide for Paralegals

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Date and Time

Tuesday, March 3, 2026, 10:00 AM until 5:00 PM Eastern Time (US & Canada) (UTC-05:00)

Location

Institute for Paralegal Education Webcast
https://ipe-sems.com/products/101631

Category

IPE/NBI CLE

Registration Info

Registration is required

About this event

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
Registration Fee $319.00

Register Now

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