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Who should attend Medi-Cal And Elder Law Issues In California
This seminar is designed for attorneys and other legal staff, accountants and financial planners.
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Medi-Cal And Elder Law Issues In California  

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This seminar is designed for attorneys and other legal staff, accountants and financial planners.

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Seminar Summary:

This seminar has been designed to take an in-depth look at certain special requirements needed in working with the elderly, including Medi-Cal planning. (see full course description)

 
 

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Training Course Syllabus:


This seminar is designed for attorneys and other legal staff, accountants and financial planners.

This seminar has been designed to take an in-depth look at certain special requirements needed in working with the elderly, including Medi-Cal planning. It will give a comprehensive review of the laws and financial practices involved, and it will highlight the various options related to working with seniors. Time for questions and answers will be given.

At the end of this seminar, each participant will:

• Understand The Basics Of Estate Planning For Seniors

• Understand How To Work With Seniors And Their Special Needs

• Understand How To Effectively Utilize Durable Powers Of Attorney

And Other Legal Documents To Benefit Senior Clients

• Know Both Basic And Specific Advanced Planning Techniques In

Helping Seniors In The Long Term Care And Medi-Cal Planning

Process

• Understand How To Preserve The Estate After The Death Of The

Medi-Cal Assistance Recipient From The Recovery

• Receive Valuable Reference Material And Information Including

Pertinent All County Welfare Directors Letters

8:30 a.m. - 9:15 a.m.

I. General Overview Of Basic

Estate Planning With Ethical

Considerations

A. Ethics Of Estate Planning And Working With Seniors

B. Wills

C. Trusts

D. Probate

9:15 a.m. - 9:45 a.m.

II. General Overview Of State And

Federal Programs

A. Social Security

B. Medicare

C. Medi-Cal – Basic Planning

D. Other Concepts

1. Long Term Care Insurance

2. Self Insurance

9:45 a.m. - 9:55 a.m.

Break

9:55 a.m. - 10:30 a.m.

III. Planning For Incapacity

A. Advanced Healthcare Directive

1. New Form

2. Old Power Of Attorney Forms

3. Living Wills – Directives To Physicians

B. Powers Of Attorney Over Asset Management

1. Standard Needs

2. Specialty Needs

a. Social Security

b. Medi-Cal

3. Guardianship – Conservatorship

10:30 a.m. - 11:30 a.m.

IV. Other Elderly Considerations

A. Financial Considerations

B. Tax Considerations

11:30 a.m. - 12:30 p.m.

IV. Other Elderly Considerations

(Continued)

C. Transportation

D. Housing

E. Physical Changes And Needs

F. Emotional Needs

G. Social Needs

12:30 p.m. - 1:30 p.m.

Lunch (On Your Own)

1:30 p.m. - 2:30 p.m.

V. Medi-Cal Advanced Techniques

A. California Partnership

B. Home Care

C. Assisted Living

D. Long Term Care Eligibility

E. Uses Of Annuities

F. Acquiring Exempt Assets

G. Divestment Planning/Gifting

2:30 p.m. - 3:10 p.m.

V. Medi-Cal Advanced Techniques

(Continued)

H. Use Of Trusts, Special Needs Trusts

I. Transfers With Life Estates

J. Post Eligibility Planning

K. Court Orders For Exceptions

L. Ethical Considerations

3:10 p.m. - 3:20 p.m.

Break

3:20 p.m. - 4:20 p.m.

V. Medi-Cal Advanced Techniques

(Continued)

M. Preservation Of Assets

N. Fair Hearing

O. Recovery

4:20 p.m. - 4:30 p.m.

VI. Questions And Answers

Seminar Summary:

This seminar has been designed to take an in-depth look at certain special requirements needed in working with the elderly, including Medi-Cal planning. (see full course description)

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