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.
- 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
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.
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.
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