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Stay on the Cutting Edge of Medicaid Practice

Skyrocketing health and long-term care costs are putting added pressure on your aging clients to find a way to afford assisted care. This focused course is dedicated to helping you offer the most current and effective Medicaid planning. Get detailed instruction on fulfilling all four eligibility criteria, with special focus on excluded resources, qualifying transfer techniques, and estate recovery rules. Register today!

  • Hear the latest changes to in-home care services coverage and new programs under Medicaid.
  • Clarify resource eligibility rules and find effective ways to plan for them.
  • Make the best use of spousal allowances when planning for Medicaid.
  • Find new ways to transfer assets without risking eligibility.
  • Walk through the Medicaid application, hearing and appeal steps; and get tips on speeding up the process.
  • Prevent malpractice with legal ethics guidance tailored to Medicaid practice challenges.
  • Make better use of waivers and estate recovery exemptions.

  1. IS MEDICAID RIGHT FOR YOUR CLIENT?
    9:00 - 9:45, Patrice A. Icardi
    1. Is Medicaid the Right Solution for the Client?
    2. What Triggers Medicaid Planning?
    3. Evaluation of Financial Resources
    4. Analyze Income vs. Resources
    5. Assess Placement Options
    6. How Will I Pay for Long Term Care?
    7. Medicaid Coverage vs. Private Alternatives
    8. New and Amended Eligibility Categories Under the ACA Medicaid Expansion, 1915 Waiver Program
    9. Recent Changes to In-Home Care Services Coverage, New Programs on the Horizon
    10. Basic Eligibility Criteria: Evaluation of Income, Resources and Medical Need
  2. RESOURCES
    9:45 - 10:30, Amrit Kaur Khalsa
    1. Resources Defined and When are They Counted
    2. Resource Provisions that Benefit the Community Spouse: Community Spouse Resource Allowance and CSRA Appeal Other Resource Exclusions
    3. Resources Generally Available Exceptions
    4. Resources Generally Excluded Exceptions
    5. How do You Manage Excess Resources? Spend Down; Appropriate Uses
    6. Planning to Protect the Community Spouse and Planning by the Community Spouse to Protect the Recipient
    7. Trusts and Their Uses for Resource Management
    8. Valuation of Assets for Eligibility Purposes
    9. Alaska Native Allotments, Native Stock and Related Property Issues
  3. INCOME
    10:45 - 11:30, Patrice A. Icardi
    1. What is Income and When is it Counted?
    2. How MAGI (Modified Adjusted Gross Income) is Calculated
    3. Common Risks to Income Eligibility
    4. Monthly Maintenance Needs Allowance for the Community Spouse - When are the Income and Assets of the Community Spouse Counted and for Which Programs?
    5. Miller Trusts (Income Qualifying Trusts): What are They Used for and When?
  4. MEDICAL NEED-LEVEL OF CARE
    11:30 - 12:00, Patrice A. Icardi
    1. What is It?
    2. Who Determines It?
    3. What if You Don't Have It?
  5. ASSET TRANSFERS
    1:00 - 1:45, Amrit Kaur Khalsa
    1. Timing of the Transfers
      1. DRA and Look-Back Period
      2. Understanding the Transfer Penalty
      3. Penalty Beginning Date
      4. Partial Months of Ineligibility
    2. What Transfers Count as Gifts for Purposes of Medicaid Planning?
    3. Asset Conversions that Many Not Trigger a Penalty Period (Annuities, Promissory Notes)
    4. Planning to Trigger a Penalty Period and to Pay for It (Half a Loaf)
    5. Documenting Transfers to Start the Penalty Period
    6. Transferring Exempt Assets
    7. Exceptions to the Transfer Penalty for Qualified Recipients
    8. Excludable Trusts e.g. Special Needs and Pooled
  6. APPLICATION PROCESS, APPEALS AND POST-ELIGIBILITY ISSUES
    1:45 - 2:30, Ilona Bessenyey
    1. Application Procedure Step-by-Step
    2. ADRC; Role of Care Coordinators
    3. Citizenship and Residency Application for Other Benefits - DPA's Role
    4. Supporting Documentation to Include with the Submission
    5. Medicaid Fair Hearings Case Presentation Tips
    6. Crisis Planning to Shorten Penalty Period and Restore Eligibility
    7. Appeal Procedure
    8. Solving Overpayment Problems
    9. Client and Agency Responsibilities (Reporting Changes of Income)
  7. LEGAL ETHICS
    2:45 - 3:45, Ilona Bessenyey, Patrice A. Icardi and Amrit Kaur Khalsa
    1. Conflicts of Interest When Representing Both Spouses
    2. Protecting Confidentiality
    3. Attorney Fees
    4. Mental Capacity in Elder Law
    5. Practical Scenarios - What Would You Do?
  8. LIENS, ESTATE RECOVERY AND HARDSHIP WAIVERS
    3:45 - 4:30, Ilona Bessenyey
    1. Estate Recovery Rules
    2. Hardship Waivers
    3. Claim Reduction

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