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Who should attend Medicaid And Medicare
This one-day seminar is designed for attorneys, directors, business and office managers, health care providers, billing managers, nurses, accountants, CEOs, social workers, administrators and compliance officers.
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Medicaid And Medicare  

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This one-day seminar is designed for attorneys, directors, business and office managers, health care providers, billing managers, nurses, accountants, CEOs, social workers, administrators and compliance officers.

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Seminar Summary:

This seminar will cover such topics as preserving assets for the family in the Medicaid qualification process, trust planning with Medicaid, health care proxies/living wills/do not resuscitate orders, and much more. (see full course description)

 
 

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Training Course Syllabus:


The federal and state governments and third party payers are concentrating significant resources on the prosecution of health care fraud. Health care providers and their representatives must understand the regulatory framework and the industry rules and policies under which they operate. Medicare and Medicaid are rapidly transitioning to managed care.

Seminar highlights:

  • Medicare overview
  • Preserving assets for the family in the medicaid qualification process
  • Health care proxies/living wills/do not resuscitate orders
  • Trust planning with medicaid
  • Medicaid from a department of social services viewpoint

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

I. Medicare Overview

A. Eligibility

B. Part A Coverage

C. Part B Coverage

D. Rehabilitative Care And Home Care Coverage

E. Appeal Process

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

II. Medicaid Planning

10:30 a.m. - 10:40 a.m.

Break

10:40 a.m. - 12:40 p.m.

III. Preserving Assets For The Family In The Medicaid Qualification Process

A. Basic Eligibility Guidelines/Income And Resource Limitations

B. The 'Look Back' Period And Gifting Implications

C. Calculation Of Penalty Periods And 'Spenddown' Requirements

D. Net Available Monthly Income (NAMI) Contributions

E. Penalty-Free Transfers To Disabled Children

F. Special Rules For Annuities And Retirement Accounts

12:40 p.m. - 1:40 p.m.

Lunch (On Your Own)

1:40 p.m. - 2:40 p.m.

IV. The Use Of Powers Of Attorney For Medicaid Planning

A. Use Of Special Gifting Powers

B. Alternative Article 81 Guardianship

V. Health Care Proxies/Living Wills/Do Not Resuscitate Orders

VI. Trust Planning With Medicaid

A. Revocable Trusts

B. Irrevocable Trusts

C. Inter Vivos Supplemental Needs Trusts

1. Who Can Set Them Up?

2. Payback Trusts

D. Pooled Trusts

2:40 p.m. - 2:50 p.m.

Break

2:50 p.m. - 4:10 p.m.

VII. Medicaid v. Medicare

VIII. Traditional Medicaid v. Long Term Medicaid

A. Transfer Of Assets

B. Exempt Assets/Resources

C. Exempt Transfers

D. Other Transfers

IX. Liens And Recovery

X. Article 81 And Medicaid Planning

4:10 p.m. - 4:30 p.m.

XI. Questions And Answers

Seminar Summary:

This seminar will cover such topics as preserving assets for the family in the Medicaid qualification process, trust planning with Medicaid, health care proxies/living wills/do not resuscitate orders, and much more. (see full course description)

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