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Everything You Need to Know to Represent Elderly Clients

Rising medical costs, health insurance changes, looming Social Security Fund depletion and baby boomers' retirement have intensified concerns over long-term care funding. Are you doing everything you can to help each client develop a comprehensive plan to ensure proper quality of life in the golden years? Join our expert faculty for two days of intensive study on planning and coordinating government benefits, and emerge better prepared to face the challenges of today's Medicaid and elder law practice. Register today!

  • Get two full days of estate planning training, so you can help clients protect assets and qualify for continuing care benefits.
  • Review medical and financial Medicaid eligibility criteria in detail.
  • Explore new continuing care options that allow for more independence.
  • Find new LTC funding sources to help clients maintain the quality of life they're used to.
  • Get solutions to real-life ethical dilemmas often faced in elder law practice.
  • Qualify eligible clients for veteran's benefits and maintain your VA accreditation.
  • Plan for the tax consequences of asset transfers on spenddown requirement compliance.
  • Minimize Medicaid estate recovery through intricate understanding of the process.
  • Make better use of special needs trusts.

DAY 1

  1. LONG-TERM CARE PLANNING: TYPES, COST, AND FUNDING OPTIONS
    9:00 - 10:00, Jessica A. Liebau
    1. Age, Family Dynamics, and Overall Estate Plan
    2. Levels of Care and Projected Medical Needs
    3. Medicare Advantage Plans and LTC Insurance Policies
    4. LTC-Funding Trusts
    5. Reverse Mortgages and Intrafamily Loans
    6. Planning for Blended Families
  2. TAX CONSIDERATIONS
    10:15 - 11:15, James M. Weber
    1. Disabled Beneficiary Income Tax Issues
    2. Income Taxation of Trusts for Disabled Beneficiaries
    3. Which Returns to File
  3. POWERS OF ATTORNEY
    11:15 - 12:15, James M. Weber
    1. Gift Giving Power
    2. Statutory Requirements and Drafting Tips
    3. Powers That Must be Expressly Stated to be Upheld
    4. Satisfying Institutions/Government Entities
    5. Suits to Modify POAs
  4. MEDICAL AND END-OF-LIFE DECISIONS
    1:15 - 2:15, James M. Weber
    1. Advance Directives, End-of-Life Decisions
    2. Guardianships/Conservatorships
    3. Organ Donation and Treatment of the Remains
  5. MEDICAID BENEFITS AND ELIGIBILITY RULES
    2:15 - 3:15, John G. Movroydis
    1. What is Covered?
    2. Categorically and Medically Needy
    3. Financial Criteria for Single and Married Applicants
    4. Non-Financial Exceptions for Eligibility (i.e., TEFRA)
    5. Preventing Medicaid Fraud
  6. MEDICAID APPLICATION PROCEDURE AND TACTICS
    3:30 - 4:30, John G. Movroydis
    1. The Application, RFA, and Level of Care Assessment Form
    2. Deadlines, Processing Times, and Overview
    3. The Hearing
    4. When Eligibility Begins
    5. Retroactive Benefits

DAY 2

  1. OBTAINING VETERAN BENEFITS
    9:00 - 10:00, Travis James West
    1. VA Benefits and Eligibility Criteria
    2. VA Claims Procedure, Timeline, and Tactics
    3. Appealing the Denial of Benefits
    4. Adjustment of VA Benefits, Record Corrections
  2. SPECIAL NEEDS TRUSTS: CREATION, TAXATION, ADMINISTRATION
    10:15 - 11:15, Elizabeth J. Ruthmansdorfer
  3. NEW AND FUTURE TRENDS AND CHALLENGES
    11:15 - 12:15, Jessica A. Liebau
    1. Health Care Reform and LTC Funding
    2. Elders Refusing Help
    3. Legally Compliant Non-Lawyer Referrals
    4. Prospective Payment Systems
    5. The Impact of the Baby Boomers' Retirement
  4. PRESERVING FAMILY ASSETS WHEN QUALIFYING FOR MEDICAID
    1:15 - 2:15, Avery J. Mayne
    1. The Look-Back Requirements and Overlap
    2. Asset Divestment/Diversification Planning
    3. Fair Market Value Under DRA
    4. "Spenddown" Options
    5. Higher-Income Applicants
    6. Protecting Relative Caregivers and Dependents
    7. Planning for the Family Home
    8. Interstate Asset Transfers
    9. Penalty Period for Improper Asset Transfers
  5. MEDICAID POST-ELIGIBILITY ISSUES
    2:15 - 3:15, Avery J. Mayne
    1. Appeals, Re-Determinations, Recertification
    2. Notice of Changes in Income/Assets
    3. Unearned Income
    4. Spousal Impoverishment
    5. Overpayment and Estate Recovery Issues
  6. ETHICAL DILEMMAS
    3:30 - 4:30, Elizabeth J. Ruthmansdorfer
    1. The Client and His/Her Best Interests
    2. Conflicts of Interest Between Spouses
    3. Confidentiality
    4. Withdrawing Representation
    5. Attorney Fees and Retainer
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GA Atlanta12/7/2017 9:00:00 AM<span class="course-type type-c" style="cursor:default;word-wrap:normal;display:inline-block;" onmouseover="showHoverInfo(this, 'ProductTypeDescription' ,'ILT')" onmouseout="clearHoverInfo()">C</span>1 day575.002039862
MD Timonium3/12/2018 9:00:00 AM<span class="course-type type-c" style="cursor:default;word-wrap:normal;display:inline-block;" onmouseover="showHoverInfo(this, 'ProductTypeDescription' ,'ILT')" onmouseout="clearHoverInfo()">C</span>1 day575.002039863
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