Course Description
Learn proven strategies for protecting clients' interests with effective Medicaid planning.
To properly advise the increasing population of Medicaid eligible individuals, it is essential to have a comprehensive knowledge of Medicaid and elder planning. Join our seasoned panel of local professionals as they teach you how to protect your clients' assets and provide the high-quality services they're looking for.
Attend this vital seminar and explore the complexities of Medicaid eligibility, hear the latest strategies for transferring assets, and discover common planning considerations for elderly clients. Don't miss this valuable opportunity - register today to learn from top professionals in the elder law field.
Who should attend?
This seminar is designed for attorneys, presidents, vice
presidents, CPAs, accountants, estate and financial planners, nursing
home administrators and case managers.
Benefits for You
- Find out what you need to know about special needs trusts in Maryland
- Avoid costly mistakes - learn how to make the right transfers at the right times
- Easily determine Medicaid eligibility for individuals and couples
- Do what's best for your client - handle assisted living issues with confidence and compassion
Learning Objectives
- You will be able to describe the basics of Medicaid for long-term care.
- You will be able to discuss special needs trusts.
- You will be able to explain the financial powers of attorneys.
- You will be able to review ethical considerations regarding Medicaid and elder law.
Agenda
8:00 AM - 8:30 AM |
Registration |
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8:30 AM - 10:30 AM |
Basics of Medicaid for Long-Term Care |
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— Morris Klein |
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- Overview
- The Application Process
- Medical Eligibility and Other Nonfinancial Eligibility Issues
- Financial Eligibility – Single People
- Financial Eligibility – Married People
- Asset Transfers and Penalty Periods
- Trusts
- Liens and Estate Recovery
- Medicaid Waiver for Assisted Living and Home Care
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10:30 AM - 10:40 AM |
Break |
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10:40 AM - 11:00 AM |
Medicare |
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— Morris Klein |
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11:00 AM - 12:00 PM |
Ethical Considerations |
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— Morris Klein |
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- New Rules
- Choosing Your Client
- Dealing With the Feuding Family
- Where to Put Transferred Assets
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12:00 PM - 1:00 PM |
Lunch (On Your Own) |
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1:00 PM - 1:30 PM |
Financial Powers of Attorney |
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— Michelle J. Chapin |
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- Standard Powers of an Agent
- Special Powers
- Effectiveness
- Durability
- Maryland General and Limited Power of Attorney Act
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1:30 PM - 2:00 PM |
Advance Directives |
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— Michelle J. Chapin |
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- Treatment Preferences (Living Will)
- Health Care Power of Attorney
- HIPAA Waiver
- Post-Death Arrangements
- Maryland Medical Orders for Life Sustaining Treatment (MOLST)
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2:00 PM - 2:10 PM |
Break |
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2:10 PM - 3:10 PM |
Special Needs Trusts |
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— Helen M. Whelan, Esq. |
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- Special/Supplemental Needs Trusts
- Testamentary Trusts
- SelfSettled Trusts
- ThirdParty Trusts
- Pooled Trusts
- The Special Needs Trust and Public Benefits
- Administering/Funding Special Needs Trusts
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3:10 PM - 4:30 PM |
Guardianships |
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— Brian W. Ritter, Jr., Esq. |
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- Grounds for Guardianship
- Guardianship Petition
- Physician's Certificates
- Alternatives to Guardianship
- The Role of the Court-Appointed Counsel for the Alleged Disabled
- Single Transaction Guardianship
- Guardianship and Medicaid and Its Interplay
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