Course ID: 20698 | Course Duration: 1 Day
 
Career Training
 

Medicaid Planning in Louisiana: Complex Issues Require Sensible Solutions Training Class

Course ID: 20698
 
 
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Medicaid Planning in Louisiana: Complex Issues Require Sensible Solutions Training Seminar

Forget Everything You've Heard in the Past About Medicaid Planning

Engaging in Medicaid planning without the best and most accurate information available is like "walking blindfolded through a minefield."

Individuals with disabilities, including persons with special needs and victims of personal injuries and their families, often face unique and difficult challenges associated with securing health insurance and long-term care coverage as a result of their injuries. Many of these individuals are ineligible for health insurance due to their disabilities, and for these individuals and their families, Medicaid is a lifeline.

However, Medicaid has stringent eligibility requirements that severely limit the income and resources that a disabled individual may own in order to become eligible or maintain eligibility for Medicaid services. For example, the amount of proceeds received from a personal injury settlement could immediately render an injured or disabled individual ineligible for Medicaid and other public programs now and in the future. A settlement as small as $2,000 can affect Medicaid eligibility.

There are prudent steps that can be taken in order to help your clients become eligible for Medicaid or retain eligibility for services and benefits. However, Medicaid planning is very complex and technical, and extra care must be taken to make sure that settlement proceeds are properly disbursed to protect your client's eligibility for benefits.

At this focused seminar, you'll get answers to the tough questions about this complex area. Topics to be addressed include:

  • Why Medicaid planning is more important in Louisiana than in any other state.
  • The differences between Medicare and Medicaid.
  • Dispelling common myths and misconceptions about Medicaid.
  • Explanations of recent changes in the law that dramatically impact Medicaid eligibility and planning techniques.
  • Why persons seeking Medicaid benefits cannot simply give away property in order to become eligible.
  • What can be done to protect the spouse of an individual needing Medicaid for long-term care.
  • The legality of Medicaid planning.
  • How a special needs trust can be an effective tool in Medicaid planning.
  • The importance of selecting a qualified trustee when establishing a special needs trust.
  • Why a properly drafted will can be the most important tool in Medicaid planning.
 
     
     
  Course Details  
     
     
  Agenda  
 
  1. FUNDAMENTALS OF MEDICAID PLANNING IN LOUISIANA
    9:00-10:30 Written by Steven M. Jankower. Presented by Steven M. Jankower in Lafayette and Baton Rouge.
    1. Importance of Medicaid Planning in Louisiana
    2. What is Medicaid?
    3. Differences Between Medicaid and Medicare
    4. Medicaid Eligibility Requirements
      1. Disability Requirements, Countable Resources and Income
      2. Spousal Impoverishment
      3. Transfer Restrictions
      4. Estate Recovery
      5. Impact of Deficit Reduction Act of 2005
    5. Impact of Louisiana's Forced Heirship Laws
    6. Common Myths and Misconceptions About Medicaid Planning
    7. Legality of Medicaid Planning
      1. 1996 HIPAA Legislation - "Granny Goes to Jail"
      2. Balanced Budget Act of 1997 - "Granny's Lawyer Goes to Jail"
      3. Refusal of U. S. Department of Justice to enforce "Granny's Lawyer Goes to Jail" Legislation
  2. MEDICAID PROGRAMS WITH LONG-TERM CARE OPTIONS
    10:45-11:45 Written by Troy Abshire. Presented by Troy Abshire in Lafayette and Baton Rouge.
    1. History of Medicaid Program and Waiver Benefits
    2. Programs Available to Eligible Recipients
      1. Supplemental Security Income
      2. Medicaid Waiver Programs
      3. Benefits for Long-Term Care Options
      4. Group Home and Institutional Options
      5. Medicaid Spend-Down Options
      6. Cash Subsidy Benefits
      7. Supported Independent Living Options
      8. Other Programs and Options
    3. Determining Which Program is Best for Needs of Medicaid Recipients
    4. Difficulties Associated With Qualifying for Programs
      1. Funding Problems
      2. Eligibility Considerations
  3. ETHICAL CONSIDERATIONS
    12:45-1:45 Written by Steven M. Jankower. Presented by Steven M. Jankower in Lafayette and Baton Rouge.
    1. Conflicts of Interest
    2. Identifying Who is the Client
    3. Representing Clients with Diminished Capacity
    4. Fee Arrangements
    5. Attorney-Client Privilege Issues
  4. ROLE OF SUPPORT COORDINATORS AND PROVIDERS IN MEDICAID
    1:45-2:45 Written by Troy Abshire and Gwen J. Sanders. Presented by Gwen J. Sanders in Lafayette and by Troy Abshire in Baton Rouge.
    1. What is the Role of Support Coordinators?
    2. What is the Role of Medicaid Service Providers?
    3. Interplay of Support Coordinators and Service Providers
    4. Application Process
      1. Timing
      2. Information Required
  5. CREATING SPECIAL NEEDS TRUSTS IN LOUISIANA
    3:00-4:30 Written by Steven M. Jankower. Presented by Steven M. Jankower in Lafayette and Baton Rouge.
    1. Advantages and Disadvantages of Special Needs Trusts
    2. Determining if a Special Needs Trust is Right for Your Client's Needs
    3. Medicaid Planning and OBRA ???93
      1. Changes Made by OBRA '93 Legislation
      2. Applicability to Trusts
      3. Exceptions - "Under Age 65 Disability Trusts" and Pooled Account Trusts
    4. Establishing Special Needs Trusts With Disabled Individual's Assets and Personal Injury Awards
      1. Recommendations
      2. Selection of Trustee
    5. Establishing Special Needs Trusts With Assets of Parents or Third Parties
      1. Requirements
      2. Should Trust be Established Inter Vivos or by Testament?
      3. Placement of Forced Heir's Interest in Trust
      4. Providing for Shifting of Interests to Substitute Beneficiary
    6. Final Thoughts
 
     
     
  Audience  
 

This basic level program is designed for those who serve the over 55 market:

  • Attorneys
  • Paralegals
  • Accountants
  • Certified Financial Planners
  • Insurance Professionals
 
     
     
 
On-Site Training Bring this Medicaid Planning in Louisiana: Complex Issues Require Sensible Solutions training class in-house at your facility. Request More Information Request More Information On Medicaid Planning in Louisiana: Complex Issues Require Sensible Solutions
 
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  Medicaid Planning in Louisiana: Complex Issues Require Sensible Solutions Training Course Dates and Locations  
     
  Course ID: 20698 | Course Duration: 1 Day  
     
  Locations:  
     
   
     
 
Career Training
 
     
 
On-Site Training Bring this Medicaid Planning in Louisiana: Complex Issues Require Sensible Solutions training class in-house at your facility. Request More Information Request More Information On Medicaid Planning in Louisiana: Complex Issues Require Sensible Solutions
 
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