Mastering Public Benefits (2025 State Bar Convention)
Total Credits: 1.5 CLE
- Average Rating:
- Not yet rated
- Categories:
- Mental Health and Elder Law
- Faculty:
- Marsha Goodman | Rebecca Hall | Emily B Kile | Rachael Marie Mitchell | Bridget A O'Brien Swartz
- Format:
- Audio and Video
- Original Program Date:
- Jun 23, 2025
Description
This panel seminar features three expert attorneys who will provide a comprehensive review of public benefits, providing valuable insights into social security, Medicare, Arizona long-term care, Section 8 housing, veteran’s benefits, and more. Additionally, this session will cover the difference between means-tested public benefits and non-means-tested public benefits and the importance of considering public benefits related to estate planning, conservatorship, personal injury settlement, and other matters.
What You’ll Learn:
• Gain an understanding of various public benefits, including social security, Medicare, and Arizona long-term care, also known as ALTCS
• Understand the importance of identifying means-tested public benefits and navigating eligibility criteria
• Learn how public benefits impact different clients across various practice areas
Presented By: Elder Law Mental Health & Special Needs Planning Section
Handouts
Materials-MasteringPublicBenefits (7 MB) | 63 Pages | Available after Purchase |
Faculty
Marsha Goodman Related Seminars and Products
Owner
Specific Law Firm
is a Partner with the law firm of Frazer, Ryan, Goldberg and Arnold, LLP. Her Elder Law practice includes traditional elder law services, such as guardianships and conservatorships; Powers of Attorney and other Advance Directives; estate administration; planning for eligibility for Veterans’ and Medicaid benefits and applying for those benefits when appropriate; and advocating for her clients to assure that they receive all of the Medicare, private health insurance and long term care insurance coverage to which they are entitled. In addition, her staff includes human services professionals who work with Ms. Goodman and their clients’ families to bundle asset protection, public benefits qualification, insurance assistance, nursing home advocacy and crisis intervention into a comprehensive package called a Life Care Plan. Ms. Goodman graduated summa cum laude from St. Lawrence University in Canton, NY, and earned her JD degree from he Vanderbilt University School of Law in Nashville, TN. She is admitted to practice in Arizona and Michigan (inactive), and is an accredited attorney before the Department of Veterans Affairs. She is a member of the National Academy of Elder Law Attorneys and is the immediate Past-President of the Board of Directors of the Life Care Planning Law Firms Association. She is a member of the Elder Law, Mental Health and Special Needs Planning section of the State Bar of Arizona, and Immediate Past President of the Executive Council of the State Bar’s Probate and Trust section. Ms. Goodman previously served on the State Bar’s Military Legal Assistance Committee, and she provides pro bono services through the Maricopa County Bar Association’s Probate Legal Assistance Project, and Veterans Legal Clinics conducted by the Disabled Veterans Association (“DAV”). She was recognized as a Certified Elder Law Attorney by the National Elder Law Foundation in November, 2015. Ms. Goodman enjoys staying active, on the golf course and in the gym. She holds the Arizona state dead lift record with the World Association of Benchpress and Deadlifters for her age and weight class.
(04/2018)
Emily B Kile Related Seminars and Products
Attorney
Kile Law Firm, PC
is a Partner at Kile & Kupiszewski Law Firm, LLC. She is a graduate of the Northeastern School of Law in Boston, Massachusetts. She graduated Magna Cum Laude and Phi Beta Kappa from the University of Colorado, Boulder and holds a Masters Degree in Psychology from Boston College. She is a member of the National Academy of Elder Law Attorneys (NEALA), past President of the Arizona Chapter (2008), and a member of the Academy of Special Needs Planners and the Special Needs Alliance. Emily is a past Chair of the Foothills Caring Corps. She is licensed to practice law in Arizona. She has been licensed to practice law since 1993. The Supreme Court of Arizona has re-appointed Emily to serve on the Fiduciary Board through June 30, 2020. The Fiduciary Board oversees the approval and discipline of fiduciaries licensed in the State of Arizona by the Supreme Court.
Her practice is focused on estate planning and related matters, including Medicaid (ALTCS), VA and long term care planning, special needs planning, guardianship and conservatorship issues and estate settlement/probate. Emily is also a licensed fiduciary (#20846). She serves as Agent under Financial Power of Attorney, Conservator, Personal Representative and Trustee of Trusts, including Special Needs Trusts.
Rachael Marie Mitchell Related Seminars and Products
Lihn Law Group
Rachael Mitchell is an attorney at Lihn Law Group. She focuses her practice on elder law, including estate planning, probate and trust administration, guardianship, conservatorship, and special needs planning. Rachael graduated from Sandra Day O’Connor College of Law at Arizona State University. During law school, Rachael participated in the American Bar Association’s Jurimetrics Journal, judicial and non-judicial externships, and served as President of the Sandra Day O’Connor College of Law’s Business Legal Assistance Program (BLAP). She presently serves as Chair of the State Bar of Arizona’s Elder Law, Mental Health and Special Needs Section and as a member of the Board of Directors of the Arizona Chapter of the National Academy of Elder Law Attorneys (NAELA). Rachael is dedicated to advocating for the unique needs of older adults and individuals with disabilities. In her free time, you’ll find Rachael with her family, hiking, or horseback riding.
Bridget A O'Brien Swartz Related Seminars and Products
Senior Counsel
Dyer Bregman & Ferris PLLC
Senior Counsel at the law firm of Dyer Bregman & Ferris, PLLC - Bridget primarily practices in the area of special needs law, including but not limited to assisting clients with public benefits eligibility issues, personal injury settlement planning, guardianship and conservatorship, as well as special needs trust drafting and administration. Bridget is originally from Duluth, Minnesota, obtained her undergraduate degree from Notre Dame, and her law degree as well as a Masters in Public Administration from ASU. She is a Certified Elder Law Attorney certified by the National Elder Law Foundation and a Fellow of the American College of Trust and Estate Counsel (ACTEC). She remains actively involved in national attorney organizations such as the National Academy of Elder Law Attorneys (NAELA) as an Officer and the Special Needs Alliance. Bridget O'Brien Swartz also acts as Adjunct Faculty for the LL.M. in Elder Law Program at Stetson University's College of Law.