On-Demand   On-Demand Web Programs

Better Serving Older or Disabled Veterans: A Special Session on the Intersections between Veterans Benefits, Social Security, and Medicaid (Free)

Released on: Dec. 25, 2017
Running Time: 03:09:20
Please note that this program does not offer Bias or Diversity & Inclusion credit in any jurisdiction.

Well over one-half of the American Veteran population is elderly or disabled and entitled to a wide-range of government benefits— from income to health care to in-home services. These benefits can help a veteran and their family stave off poverty, prolong independence, and receive the supportive services they need to thrive.  Yet, while many elder law, disability rights, and benefits practitioners are versed in Social Security and Medicaid, few attorneys are aware of how these benefits intersect with benefits from the Department of Veterans Affairs.  

As part of PLI’s Advocating for Veterans series, this session will empower practitioners with the tools they need to maximize their Veteran clients’ income and well-being, and to better meet their health care and long-term needs.  More specifically, expert veterans and government benefits attorneys will provide practitioners with an in-depth understanding of the Department of Veterans Affairs’ lesser known Non-Service-Connected Pension benefit and break down the interplay between VA Benefits, Social Security benefits, Medicaid, and In-Home Supportive Services.

IMPORTANT! If you are a VA-accredited attorney and have already completed the VA’s initial CLE requirement, this program may satisfy the VA’s continuing CLE requirement to maintain accreditation. 

  1. Within 12 months after accreditation, you are required to complete three hours of qualifying CLE. This program does not satisfy that initial CLE requirement.  However, PLI offers another free program that does meet the initial CLE requirement: Advocating for Veterans: The Basics on VA Benefits, Discharge Upgrades and Veteran Cultural Competency 2017
  2. Once an attorney has completed their initial CLE requirement, the VA requires ongoing CLE to maintain accreditation. This program does satisfy the VA’s CLE requirement that accredited attorneys complete an additional three hours of CLE not later than 3 years from the date of initial accreditation and every 2 years thereafter. 
  3. Attorneys and other advocates who become accredited will be listed on a national VA list, and are entitled to represent veterans in their claims for benefits, on a pro bono basis, and for attorney’s fees on appeals, where they are available.
  4. For additional information, please see the FAQ page on the VA’s Office of General Counsel website.
  • Pursuant to 38 C.F.R. § 14.629(b)(1)(iii) and (iv), To maintain accreditation, agents and attorneys are required to complete an additional 3 hours of qualifying CLE on veterans benefits law and procedure not later than 3 years from the date of initial accreditation and every 2 years thereafter. To qualify under this subsection, a CLE course must be approved for a minimum of 3 hours of CLE credit by any State bar association and, at a minimum, must cover the following topics: representation before VA, claims procedures, basic eligibility for VA benefits, right to appeal, disability compensation (38 U.S.C. Chapter 11), dependency and indemnity compensation (38 U.S.C. Chapter 13), and pension (38 U.S.C. Chapter 15).
Lecture Topics [Total time 00:03:30]
Segments with an asterisk (*) are available only with the purchase of the entire program.
  • Opening Remarks and Introduction* [00:06:26]
    Nicole M. Perez
  • Introduction to Veterans Benefits for Older and/or Disabled Veterans, With a Special Focus on Non-Service-Connected Pension [01:03:53]
    Nicole M. Perez, Tyler Mischeaux Press Sutherland, Claire Ramsey
  • Increasing Veterans’ Income: An Overview of Special Monthly Pension and the Interactions Between VA Benefits & Social Security Benefits, With a Special Focus on VA Non-Service-Connected Pension, Special Monthly Pension, and SSI [00:59:11]
    Nicole M. Perez, Tyler Mischeaux Press Sutherland
  • Maximizing Veterans’ Health & Well-being: An Overview of Veterans Extended Care Benefits and the Interactions Between VA Benefits & Medicaid, With a Special Focus on VA Non-Service-Connected Pension, Medicaid, and IHSS [00:59:50]
    Nicole M. Perez, Claire Ramsey

Presentation Material


  • Better Serving Older or Disabled Veterans: A Special Session on the Intersections between Veterans Benefits, Social Security, and Medicaid Complete Course Handbook
  • Introduction to Veterans Benefits for Older and/or Disabled Veterans, With a Special Focus on Non-Service-Connected Pension (PowerPoint slides)
    Nicole M. Perez, Claire Ramsey, Tyler Mischeaux Press Sutherland
  • VA Non-Service-Connected Pension & SSI Supplemental Materials
    Nicole M. Perez, Claire Ramsey, Tyler Mischeaux Press Sutherland
  • Non-Service-Connected Pension Application, VA Form 21-527EZ
    Nicole M. Perez, Claire Ramsey, Tyler Mischeaux Press Sutherland
  • Increasing Veterans’ Income: An Overview of Special Monthly Pension and the Interactions Between VA Benefits & Social Security Benefits, With a Special Focus on VA Non-Service-Connected Pension, Special Monthly Pension, and SSI (PowerPoint slides)
    Nicole M. Perez, Tyler Mischeaux Press Sutherland
  • Supplemental Security Income (SSI) in California, Social Security Administration
    Nicole M. Perez, Tyler Mischeaux Press Sutherland
  • Sample Application for NSC Pension with Aid and Attendance, VA Form 21-527EZ
    Nicole M. Perez, Tyler Mischeaux Press Sutherland
  • Special Monthly Pension Application, VA Form 21-2680
    Nicole M. Perez, Tyler Mischeaux Press Sutherland
  • Maximizing Veterans’ Health & Well-being: An Overview of Veterans Extended Care Benefits and the Interactions Between VA Benefits & Medicaid, With a Special Focus on VA Non-Service-Connected Pension, Medicaid, and IHSS (PowerPoint slides)
    Nicole M. Perez, Claire Ramsey
  • Legal Basics: Medicaid 101, Chapter Summary, September 2017, Justice in Aging, National Center on Law & Elder Rights
    Nicole M. Perez, Claire Ramsey
  • In-Home Supportive Services Basics: Services, Fact Sheet, Justice in Aging
    Nicole M. Perez, Claire Ramsey
  • In-Home Supportive Services Basics: Eligibility and the Application Process, Fact Sheet, Justice in Aging
    Nicole M. Perez, Claire Ramsey
  • Request for Nursing Home Information in Connection with Claim for Aid and Attendance, VA Form 21-0779
    Nicole M. Perez, Claire Ramsey
Chairperson(s)
Nicole M. Perez ~ Managing Attorney, Veterans Justice Center, Legal Aid Foundation of Los Angeles
Speaker(s)
Claire Ramsey ~ Senior Staff Attorney, Justice in Aging
Tyler Mischeaux Press Sutherland ~ Staff Attorney, Legal Aid Foundation of Los Angeles
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.

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:  PLI’s on-demand web programs qualify as “A/V” credit. Attorneys are limited to 22.5 credits of A/V programs per reporting period.

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.

 

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