This basic-level seminar is designed for those who need to stay current on the latest in Medicaid law and practice, including: Attorneys, Accountants, Insurance Professionals, Nursing Home Administrators, Paralegals
Join us at this seminar to not just learn what changes have been made, but also gain insight into how the changes will affect your clients. Get yourself up-to-speed (see
full course description)
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Training Course
Syllabus:
Medicaid Update 2017
Knowledgeably Advise Clients on the New Medicaid Changes
Do you have the most current information relating to the impact of the new Medicaid changes? Are you confident in your ability to advise your clients due to these changes? Join us at this seminar to not just learn what changes have been made, but also gain insight into how the changes will affect your clients. Get yourself up-to-speed - enroll today!
Gain valuable insight into Medicare Part A through D so you can help clients ensure that hospital services, medications and medical visits are covered.
Help clients make smart financial planning decisions with a solid understanding of the new framework.
Avoid precedence conflicts by analyzing the new federal reforms versus your state's Medicaid policies.
Review the possible financial outcomes and get tips for helping with planning decisions in light of the Medicaid changes.
Guide clients through the Medicaid qualification process by knowing what's involved.
Translate the recent Medicaid reforms into the day-to-day practice skills you'll need to advise your clients.
Understand limitations on Medicare, long-term insurance and HMO coverage so your clients can plan for uncovered expenses.
State and Federal Medicaid Laws Update 9:00 - 9:40,
Barry K. Jones
Qualifying Clients for Medicaid and Medicare Benefits 9:40 - 10:40, Barry K. Jones
Planning Tips and Traps 10:55 - 12:00,
J. Walker Sims
Asset Transfers
Income-First Rule
Primary Residence, the Valuable House Rule and Income Producing Property
Vehicles
Personal Services Contracts
Gifting, Promissory Notes, and Loans
Life Estates
Continuing Care Community Fees
Strategies for Married Couples
Annuities
Pooled Special Needs Trusts
Understanding Medicare Parts A Through D, Veteran's Benefits and the Impact on Medicaid Benefits 1:00 - 2:05,
J. Walker Sims
Who is Covered
Coverage Benefits Outlined
Medigap Policies: Coverage, Joining, Switching and Dropping
Late Enrollment Penalty
Help for Low Income Individuals
VA Benefits Coverage and Application Procedure
Coordinating Benefits
Limitations on Medicare, Long-Term Insurance and HMO Coverage 2:05 - 3:10,
John T. Ball
Medicare Appeals Process
Long-Term Care Insurance
Coverage
Coordination with Medicaid Benefits
Health Care Reform and Long-Term Care
HMO/Medicare Advantage Plans
Cost Control vs. Coverage
Denial of Services
In-Network Requirements
Medicaid Estate Recovery 3:25 - 4:30, John T. Ball
Definition of "Estate" for Purposes of Medicaid Recovery
What Types of Expenses and What Amount can be Recovered?
TEFRA "Pre-Death" Liens
Exceptions to Post-Death Liens
The Process and Procedure of Recovery
Survivors' Claim for Exemption Based on Hardship
Priority of Medicaid Liens in Estate Administration
Seminar Summary:
Join us at this seminar to not just learn what changes have been made, but also gain insight into how the changes will affect your clients. Get yourself up-to-speed (see
full course description)