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Who should attend Paying For Long Term Care In Arizona: The Legal, Financial And Social Implications
This one-day seminar is designed for attorneys and other legal staff, accountants and financial planners.
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Paying For Long Term Care In Arizona: The Legal, Financial And Social Implications  

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This one-day 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 Medicaid planning. (see full course description)

 
 

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Training Course Syllabus:


This seminar has been designed to take an in-depth look at certain special requirements needed in working with the elderly, including Medicaid 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.

Seminar highlights:

  • The problem of paying for long-term care
  • A guide to long-term care insurance and Medicaid
  • Overview of the Medicaid Program and ALTCS benefits
  • Medicaid planning and grantor trusts
  • New ALTCS lien rules

Learning objectives:

  • The attendee will be able to discuss the clients ability to pay for care.
  • The attendee will be able to identify the client and the ethics of Medicaid planning.
  • The attendee will be able to review the rules of recovery in estates.

8:30 a.m. - 9:00 a.m.

I. The Problem Of Paying For Long-Term Care

A. Typical Elderly Client Profile

B. Probability Of Needing Long-Term Care And Sources Of Payment

9:00 a.m. - 9:30 a.m.

II. Identifying Your Client And The Ethics Of Medicaid Planning

A. Identifying Your Client

1. The Family Conference

2. When The Person Needing Care Is Mentally Incapacitated

B. The Ethics Of Medicaid Planning

1. Is It Illegal?

2. Is It Immoral?

9:30 a.m. - 9:50 a.m.

III. Assessing The Client's Ability To Pay For Care

A. Comparing Income And Expenses

B. Decreasing Expenses: Finding More Affordable Care

C. Increasing Income: Better Investments, Reverse Mortgages And Viatical Settlements

9:50 a.m. - 10:00 a.m.

Break

10:00 a.m. - 11:30 a.m.

IV. A Guide To Long-Term Care Insurance And Medicaid

A. Current Tax Status Of LTC Premiums

B. Review Medicare – Past, Present And Future

C. Long-Term Care Definitions

D. Types Of Long-Term Care Insurance

E. Benefit Triggers And LTCI Riders

F. Policy Pricing And Field Underwriting

G. What Benefits, For Whom And How Much!

11:30 a.m. - 11:45 a.m.

V. Overview Of The Medicaid Program And ALTCS Benefits

A. Overview Of The AHCCCS And ALTCS Programs

B. Available Benefits Of The ALTCS Program

11:45 a.m. - 12:45 p.m.

Lunch (On Your Own)

12:45 p.m. - 1:30 p.m.

VI. Medicaid (ALTCS) Eligibility Requirements

A. Medical Eligibility

B. Financial Eligibility

1. Income (Including Income Only Trust)

2. Resource

3. Share Of Cost

4. Application Process

1:30 p.m. - 2:20 p.m.

VII. Medicaid Planning For Eligibility

A. Purchase Of Excluded Resources

B. The Problem Or Fortune of A House In A Living Trust

C. Transferring Assets To Individuals: Penalties And Exclusions

D. Use Of Annuities

1. Deferred Annuities: Problems And Preferred Options

2. When And Why Single Premium Immediate Annuities Are Useful

E. Other Strategies

1. Payment For Services By Children

2. Jointly Held Land Or Investment Accounts

3. Conditional Exclusion For Certain Real Property

4. Savings Bonds

2:20 p.m. - 2:30 p.m.

Break

2:30 p.m. - 3:00 p.m.

VIII. Medicaid Planning And Grantor Trusts: Resource Availability And Transfers

A. Grantor Revocable Trust

B. Grantor Irrevocable Trust (Non-Special Treatment)

3:00 p.m. - 3:15 p.m.

IX. Special Needs Trusts

A. Special Needs Trust Established With Parent's Funds For A Disabled Child

B. Special Needs Trust For A Disabled Person Under Age 65 Established With A Disabled Person's Fund

3:15 p.m. - 4:15 p.m.

X. Estate Recovery By The ALTCS Program And Protecting The Family Home/ Including New ALTCS Lien Rules

A. Rules Of Recovery

B. Strategies For Avoiding Estate Recovery, And ALTCS Disqualification Because Of Spousal Inheritance: Life Estate Deed With Retained Powers, The New Beneficiary Deed, Separate Property Agreements And Will With Testamentary Trust

4:15 p.m. - 4:30 p.m.

XI. Wrap-Up

Seminar Summary:

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

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