This program is eligible for 2.5 hours of CLE credit in 60-minute states. In 50-minute states, this program is eligible for 3 hours of CLE credit. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.
Overview
This half-day CLE provides an introduction to the issues, concerns, and problems faced by individuals as they transition into what is referred to as “retirement age.”
There are two benefits, in particular, that are fairly universal to older Americans, and pretty foundational to an aging strategy – Social Security (retirement income) and Medicare (healthcare coverage). Having knowledge of both is important to older Americans, even if they haven’t actually retired.
Long term care is also critically important in aging considerations, but our traditional methods of planning for care are outdated. This part of the presentation will focus on how long-term care has evolved over time and what considerations you should be thinking about now when advising your client through creation of a long-term care plan.
Outcomes include:
- A basic understanding of how these systems function
- Working knowledge of the various components of these systems
- Familiarity with the unique vocabulary associated with these systems
- An awareness of how eligible individuals can utilize these systems.
Recorded in April 2024.
Faculty
Jenna L. Franks, Esq.
Jenna is a Partner at Steinbacher, Goodall & Yurchak licensed to practice law in both
Pennsylvania and Florida. She manages the firm’s State College and Altoona locations, and
her team focuses on dementia care planning, estate planning, long-term care planning, and
special needs planning. Jenna is a Certified Dementia Practitioner and an Alzheimer’s
Disease and Dementia Care Trainer. She was named a Super Lawyers Rising Star in 2020 –
2024. In addition, she co-authored the book Protect Your Family! What You Really Need to
Know for the Second Half of Life as well as the PA Trust Guide. Jenna serves as a member of
the Academy of Special Needs Planners, Pennsylvania Association of Elder Law Attorneys,
and the National Academy of Elder Law Attorneys. She is also a VA-accredited attorney.
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.
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