This seminar is designed for attorneys, accountants, financial planners, insurance professionals and trust officers.
Register for this seminar now and learn about advanced issues surrounding Medicaid. The program will guide you through complicated interactions between Medicaid, estate planning techniques and supplemental security income benefits. This one-day seminar is ideal for attorneys, accountants, financial planners, insurance professionals and trust officers who need more experienced information about Medicaid and related issues.
Topics to be discussed include:
• Medicaid Basics
• Elder Law And Long Term Care
• General Planning Concepts
• Tax And Estate Planning Considerations In Long Term Planning
8:30 a.m. - 9:30 a.m.
I. Medicaid Basics
B. Nonfinancial Eligibility Requirements
C. Financial Eligibility Requirements
E. Estate Recovery
9:30 a.m. - 10:00 a.m.
II. Program History And Overview Of Medicaid
10:00 a.m. - 11:30 a.m. (Break: 10:30 a.m. - 10:40 a.m.)
III. Elder Law And Long Term Care
A. Types Of Long Term Care
1. Acute Care
2. Nursing Home Care – Intermediate Or Skilled Level Of Care
3. Residential Care Or Assisted Living
4. Home Care
B. How Long Term Care Is Funded
1. Private Pay
2. Long Term Care Insurance
11:30 a.m. - 12:30 p.m.
Lunch (On Your Own)
12:30 p.m. - 2:00 p.m.
IV. General Planning Concepts
A. Rules And Situations Change
B. Working With Older Persons And Their Families
C. “Availability” Is A Fundamental Concept
D. Transfers Can Be Useful Tools – Or Traps For The Unwary
E. Countable Resources Can Be Converted To An Income Stream
F. Consider The Tax Aspects
G. Good Planning Advice Does Not Focus Narrowly On Medicaid Eligibility
H. Planning For Estate Recovery – Or Not
I. Have The Tools In Place To Deal With Incapacity
2:00 p.m. - 2:10 p.m.
2:10 p.m. - 3:40 p.m.
V. Tax And Estate Planning Considerations In Long Term Planning
3:40 p.m. - 4:30 p.m.
VI. Questions And Answers