This program is eligible for 1 hour of CLE credit in 60-minute states. In 50-minute states, this program is eligible for 1.2 hours of CLE credit. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.
Overview
This presentation will examine the characteristics of dual eligibility - individuals eligible for both Medicare and Medicaid benefits. We will look at:
1. The function and utilization of each program (Medicare and Medicaid) for accessing care services
2. How each program coordinates and integrates with the other
3. The decisions that dual eligible beneficiaries need to make to access and utilize the benefit options that are the most effective for their needs
4. The special problems that dual eligibility generates - for the beneficiary and for the attorney serving the dual eligible beneficiary
5. The types of programs, agencies and professionals that are best equipped to help (the beneficiary and their attorney) navigate the decisions and issues related to dual eligibility
Recorded in February 2026.
Faculty
Carol Sikov Gross, Esq., CELA
Ms. Sikov Gross is the managing partner in the Pittsburgh law firm of Sikov and Love, P.A. She is a certified elder law attorney (CELA) through the National Elder Law Foundation as authorized by the Supreme Court of Pennsylvania and was admitted as an ACTEC Fellow in 2012. In 1998, Ms. Sikov Gross became the founding chair of the Elder Law Committee of the Allegheny County Bar Association (ACBA). She is a past chair of the ACBA Probate and Trust Law Section Council. Ms. Sikov Gross is a member of the National Academy of Elder Law Attorneys (NAELA). She is a past Vice President of the Pennsylvania Association of Elder Law Attorneys (PAELA) and has served on the Pennsylvania Bar Association (PBA) Elder Law Section Council. She writes for the Pittsburgh Legal Journal. Ms. Sikov Gross is a frequent speaker for PBI and others as well as for the Osher Lifelong Learning Institutes at Carnegie Mellon University and at the University of Pittsburgh. She has been listed as an elder law attorney in Best Lawyers in America and has been selected for inclusion in Pennsylvania Super Lawyers®.
William McKendree, JD, MPA
For over 25 years, Bill McKendree has worked to realize a simple notion: That every individual, regardless of their circumstances, can access all of the care they need to live a healthy and productive life. Currently, Mr. McKendree is executive director of the Pennsylvania Healthcare Benefit Solutions Program, a 501(c)(3) non-profit agency helping people access affordable healthcare services through counseling, education and advocacy. Prior to his work at PHBSP, Bill was program manager for Allegheny County’s APPRISE office – helping residents of Allegheny County navigate the complexities of state and federal healthcare benefit programs. And before running Allegheny County APPRISE, he was director of the Pennsylvania Center for Aging Services, assisting Pennsylvania’s seniors access medical, legal and social services. In addition to his work at PHBSP, Bill teaches at the University of Pittsburgh’s School of Pharmacy and is preceptor for the School’s Experiential Learning Program. He also teaches classes on health law and health care policy at Penn State University, La Roche University and Carnegie Mellon University.
Need help navigating your CLE requirements?
You have a lot on your plate. We’ll help you stay on top of your compliance — in PA and beyond.