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Stay Up to Date on the Latest Changes and Requirements

This practical Medicaid guide will give you the latest in eligibility requirements, effective planning techniques, and appeals approaches. Stay on the cutting edge of your practice - register today!

  • Learn what's happening now with Medicaid on the federal and state levels.
  • Protect your clients' assets with planning techniques that best match current regulatory climate.
  • Navigate application and appeals procedures with ease.

All times are shown in Eastern time

  1. Federal Medicaid Update: What the New Administration Potentially Brings
    10:00 - 10:30, Thomas J. Murphy
  2. Current Medicaid Programs and Types of Benefits
    10:30 - 11:30, Thomas J. Murphy
  3. Eligibility Update
    11:45 - 12:30, Whitney M. Wilson
    1. Medical Necessity
    2. Financial Eligibility: Look-Back Requirements and Penalty Periods
  4. Financial Planning for Medicaid
    1:00 - 2:00, Whitney M. Wilson
    1. Transferring Assets
    2. Use of Promissory Notes
    3. Using Annuities to Qualify for Medicaid
    4. Income-Only Trusts
  5. Legal Ethics in Medicaid Practice
    2:00 - 3:00, Wallace R. Nichols
    1. Who is Your Client?
    2. Client Mental Capacity Issues
    3. Attorney Fees and Engagement Agreements
    4. Effective and Ethical Client Communication
    5. Protecting Client Confidentiality
    6. Conflicts of Interest When Representing Couples
    7. Spotting and Preventing Elder Abuse
  6. Application and Appeals
    3:15 - 3:45, Wallace R. Nichols
    1. Application Procedure
    2. Supporting Documents
    3. Appeals and Resubmissions
  7. Other Government Benefits Update and Their Impact on Medicaid Benefits and Eligibility
    3:45 - 4:30, Whitney M. Wilson
    1. Medicare: Who is Covered? What are the Coverage Benefits?
    2. Medigap Policies: Coverage, Joining, Switching and Dropping
    3. VA Benefits and Application Procedure
    4. Disability Benefits
    5. Coordinating Benefits
  8. Recent Estate Recovery Efforts
    4:30 - 5:00, Thomas J. Murphy

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