Training Course Syllabus:

What Every Attorney Needs to Know About Elder Law, Medicaid, Medicare and Long-Term Care

Understand How the Public Benefits System Affects Your Practice

Barbara and Bill have been married for 40 years. Bill is a Korean War veteran who has been diagnosed with a mild stage of Alzheimer's. Their son fell off a ladder and broke his back and now receives disability benefits. Their daughter has never worked because she has bipolar disorder. How does Barbara get Bill the best long-term care? What is the difference between the benefits their son and daughter receive? What does their home care provider need to know?

In public benefits practice, every day is a bar exam. Can you take the "ball of yarn" jumbled facts of real-life cases and pull out the important issues? Let our distinguished faculty walk you through the maze of government benefits and show you the traps you can easily avoid. Enhance your expertise - register today!

• Get the latest court decision updates in public benefits law from experienced attorneys.
• Learn about unique systemic challenges in coverage, eligibility requirements and the qualification processes involved in various public benefits.
• Augment your knowledge of the impact of public benefit liens on personal injury settlements.
• Implement solid techniques for estate planning with public benefits in mind.
• Gain specific strategies you'll need to plan for veterans' long-term care.
• Get practical tips from our expert faculty on the Medicare and Medicaid appeals process as they walk through specific case studies.
• Sort through top Medicaid/Medicare issues that are currently causing concern for medical care providers.

Public Benefit Programs
9:00 - 10:00, Marsha Goodman and Diane Forshee

• Medicare
  • Hospice
• Social Security Disability (SSD)
  • What Happens When Recipient Reaches Retirement Age
  • Eligibility for Medicare
  • Relationship to Private Disability Insurance
• Supplemental Security Income (SSI)
  • Freedom to Work
  • Relationship to AHCCCS
  • Eligibility
  • What Happens When Recipient Reaches Retirement Age
• AHCCCS
• AHCCCS: Programs That Assist With Medicare Premiums

Focus on Long-Term Care Benefits: ALTCS
10:00 - 11:00, Keith R. Lyman

• Coverage
• Eligibility Considerations
• Transfer of Assets Rules and Consequences
• Planning Strategies: Pros and Cons

Effective Utilization of a Case Manager in Long-Term Care Planning
11:15 - 11:45, Leticia Guzman

Considerations for the Personal Injury Lawyer
11:45 - 12:15, Keith R. Lyman

• Medicare Liens
• Provider Liens
• ALTCS Liens

Arizona Long-Term Care Partnership Program
1:15 - 2:00, Diane Forshee

Veterans' Benefits
2:00 - 2:30, Keith R. Lyman

• Compensation
• Pension - Aid and Attendees
• Comparison With ALTCS Planning

Special Needs Trusts
2:45 - 3:30, Keith R. Lyman

• First Party SNT
• Third Party SNT
• Inter Vivos
• Testamentary
• Revocable
• Irrevocable
• Administrative Issues
  • SSI
  • ALTCS

Ethical Issues in Benefit Planning
3:30 - 4:30, Marsha Goodman

• Identifying the Client
• Identifying the Extent of the Disability
• Failure to Satisfy Liens
• Failure to Utilize Special Needs Trusts
• Failure to Protect From Liens and Estate Recovery
• Pitfalls in ALTCS Planning

Seminar Summary:

Let our distinguished faculty walk you through the maze of government benefits and show you the traps you can easily avoid. (see full course description)

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