This basic level program is designed for those who serve the over 55 market: Attorneys, Paralegals, CPAs and Accountants, Estate and Financial Planners, Insurance Professionals
At this information-packed seminar, you'll get the tools you need to manage this confusing maze and get clients the practical assistance they need. (see
full course description)
Seminar
/ Training class dates & locations
share this page
print the agenda
Training Course
Syllabus:
Get Your Clients the Help They Need
The Medicaid system has never been an easy one to navigate. Do you have the skills you need to be successful? At this information-packed seminar, you'll get the tools you need to manage this confusing maze and get clients the practical assistance they need. Enroll today!
Take a look at Medicaid eligibility rules so you can navigate the system.
Help clients get the services they need within the local community by properly using Medicaid Waiver Programs.
Know what benefits are available for veterans – before turning to Medicaid.
Define your clients' goals by asking the right questions at your initial Medicaid interview.
Follow proper Medicaid application procedures and know what to do if a client's request is rejected.
THE ELIGIBILITY RULES
8:30 - 10:00, Gregory S. French
Countable Assets
Exempt Assets
Treatment of Trusts
Transfer Rules
CSRA
Income Rules
PLANNING TECHNIQUES 10:15 - 11:45, Gregory S. French and Mark S. Reckman
Use of Exemptions
Proper Transfers
Improper Transfers
Special Needs Trusts
Annuities
“Just say no" (Uncooperative Spouse)
Care Contracts/Occupancy Agreements
Divorce
WAIVER PROGRAMS 12:45 - 1:15, Mark S. Reckman
Community Based Medicaid
The New Program for Assisted Care
ESTATE RECOVERY 1:15 - 2:15, Mark S. Reckman
Use of Special Counsel
Lien Law
Definition of Augmented Estate
Life Insurance
Retirement Accounts
Life Estates
RECENT OPINIONS (CT AND ADMIN) 2:15 - 2:45, Ralph J. Conrad
Fraudulent Transfers
Annuities
Care Contracts
Pooled Trusts
APPEAL PROCEDURE 3:00 - 3:40, Ralph J. Conrad
Timelines
Burden of Proof
Appeal Summary
Hearings Options (Face to Face, Phone, Video)
Introduction of Evidence
Prior Review of File
ETHICS 3:40 - 4:40, Ralph J. Conrad
Who is Your Client?
Who Can Pay You?
Confidentiality
Client Capacity
Conflicts
Multiple Representation
Seminar Summary:
At this information-packed seminar, you'll get the tools you need to manage this confusing maze and get clients the practical assistance they need. (see
full course description)