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Medicaid: Plans, Applications and Appeals  

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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

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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)

 

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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.


  1. THE ELIGIBILITY RULES
    8:30 - 10:00, Gregory S. French
    1. Countable Assets
    2. Exempt Assets
    3. Treatment of Trusts
    4. Transfer Rules
    5. CSRA
    6. Income Rules
  2. PLANNING TECHNIQUES
    10:15 - 11:45, Gregory S. French and Mark S. Reckman
    1. Use of Exemptions
    2. Proper Transfers
    3. Improper Transfers
    4. Special Needs Trusts
    5. Annuities
    6. “Just say no" (Uncooperative Spouse)
    7. Care Contracts/Occupancy Agreements
    8. Divorce
  3. WAIVER PROGRAMS
    12:45 - 1:15, Mark S. Reckman
    1. Community Based Medicaid 
    2. The New Program for Assisted Care
  4. ESTATE RECOVERY
    1:15 - 2:15, Mark S. Reckman
    1. Use of Special Counsel
    2. Lien Law
    3. Definition of Augmented Estate
    4. Life Insurance
    5. Retirement Accounts
    6. Life Estates
  5. RECENT OPINIONS (CT AND ADMIN)
    2:15 - 2:45, Ralph J. Conrad
    1. Fraudulent Transfers
    2. Annuities
    3. Care Contracts
    4. Pooled Trusts
  6. APPEAL PROCEDURE
    3:00 - 3:40, Ralph J. Conrad
    1. Timelines
    2. Burden of Proof
    3. Appeal Summary
    4. Hearings Options (Face to Face, Phone, Video)
    5. Introduction of Evidence
    6. Prior Review of File
  7. ETHICS
    3:40 - 4:40, Ralph J. Conrad
    1. Who is Your Client?
    2. Who Can Pay You?
    3. Confidentiality
    4. Client Capacity
    5. Conflicts
    6. 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)

print this agenda print agenda for the Medicaid: Plans, Applications and Appeals training seminar

 view dates and locations for this seminar

 

 

 

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