Career Training >> Human Resources Training >> Compensation and Benefits Training >> Medicaid: From Qualifying Clients to Applying for Benefits Training Seminar
Course ID: 9892 | Course Duration: 1 Day
 
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Medicaid: From Qualifying Clients to Applying for Benefits Training Class

Course ID: 9892
 
 
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Medicaid: From Qualifying Clients to Applying for Benefits Training Seminar

Get Your Clients the Help They Need

The Medicaid system has never been an easy one to navigate. Not only are the laws complex and constantly in flux, but there are always unique factors to consider for each person's situation. The difficulty of these cases only increases when you add your client's age into the mix. In order to successfully help your clients, you either need experience or someone to show you the way. That's where we can help.

At this information-packed seminar, you'll get the tools you need to manage this confusing maze and get clients the practical assistance they need. Our seasoned Medicaid specialists will give you an overview of the laws so you can navigate the system. Then they'll help you delve deeper, so you know how to begin the application process and qualify your clients for Medicaid. Get a step-by-step guide to the rest of the application process and learn how you can apply the planning tools to different clients. You'll also get solid techniques for follow up so you can fulfill your post-eligibility obligations.

Be among the elite few who are successful in this complex arena!

•  Take a forward-thinking look at upcoming Medicaid law developments.

•  Get the proper assistance for disabled clients using the Medicaid Waiver Program.

•  Avoid probate and guardianship issues by assisting with estate and asset divestment/diversification planning.

•  Know what benefits are available for veterans - before turning to Medicaid.

•  Define your clients' goals by asking the right questions at your initial Medicaid interview.

•  Follow proper Medicaid application procedures and know what to do if a client's request is rejected.

 
     
     
  Course Details  
     
     
  Agenda  
 
  1. FINDING THE LAWS AND NAVIGATING THE MEDICAID SYSTEM
    David Paul Pollan, 9:00 - 9:45
    1. Key Medicaid Related Laws
    2. Research Guide - Where to Find One and How to Use It
    3. The Impact of HCFA Transmittal 64 on Medicaid Planning and the Use of Revocable Trusts
    4. New Developments in the Law
  2. BASICS OF THE MEDICAID PROGRAM TO SERVE THE ELDERLY AND DISABLED
    David Paul Pollan, 9:45 - 10:30
    1. Medicaid Waiver Programs
    2. Long Term Care Diversion Program
    3. ICP (Nursing Home)
  3. BEGINNING THE MEDICAID PROCESS
    D. Kent Shelton, 10:45 - 12:00
    1. Identifying the Medicaid Planning Client
      1. The Impact of their Medical Condition
      2. Factoring in their Marital Status
      3. How Age Affects the Plan
      4. The Crucial Importance of the Financial Situation
    2. Family Dynamics in the Medicaid Planning Context
    3. Estate and Asset Divestment/Diversification Planning - Avoiding Probate and Guardianship
      1. Advanced Directives and the Elderly Client - Not Just Forms
      2. Wills vs. Trusts in Small Estates - When to Use What
      3. Titling of the Home and Basic Homestead Issues in a Medicaid Planning Context
      4. Elective Share and Medicaid Estate Recovery Issues
    4. Applying for Veterans Benefits Before Medicaid
  4. QUALIFYING A CLIENT FOR MEDICAID
    D. Kent Shelton, 1:00 - 1:45
    1. The Medicaid Interview
      1. What to Ask
      2. Defining the Goals of the Client
    2. Medicaid Need Criteria
    3. Economic Need Criteria
  5. APPLYING FOR MEDICAID
    Heather Durham Nadler, 1:45 - 2:30
    1. The Mediciad Application
    2. Request for Assistance (RFA)
    3. DCAF 3008 - Level of Care Assessment Form
    4. Deadlines, The Application Processing Time Table and Processing Overview
    5. When Does Eligibility for Benefits Begin
    6. Application Denials and How to Start the Appeal Process
    7. Follow-up and Follow Through on Paperwork
  6. ETHICAL CONSIDERATIONS IN MEDICAID PLANNING
    Heather Durham Nadler, 2:45 - 3:45
    1. Client Capacity, Identifying the Client and Best Interest of the Client Standard
    2. Importance of Retainer in Medicaid Planning
    3. Who Can Represent the Medicaid Applicant - Designated Representatives vs. Guardianship
  7. POST-ELIGIBILITY OBLIGATIONS
    David Paul Pollan, 3:45 - 4:30
    1. Timely Transfer of Assets
    2. Notice of Changes to Proper Authorities
    3. Re-Determinations

 

 

 
     
     
  Audience  
 

This program is designed for attorneys, paralegals, accountants, certified financial planners and insurance professionals who serve the over 55 market.

 
     
     
 
On-Site Training Bring this Medicaid: From Qualifying Clients to Applying for Benefits training class in-house at your facility. Request More Information Request More Information On Medicaid: From Qualifying Clients to Applying for Benefits
 
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  Medicaid: From Qualifying Clients to Applying for Benefits Training Course Dates and Locations  
     
  Course ID: 9892 | Course Duration: 1 Day  
     
  Locations:  
     
   
     
 
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On-Site Training Bring this Medicaid: From Qualifying Clients to Applying for Benefits training class in-house at your facility. Request More Information Request More Information On Medicaid: From Qualifying Clients to Applying for Benefits
 
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