Barbara and Bill have been married for 40 years. Bill is a Korean War veteran. He starts developing 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 a day in her life 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 practitioners walk you through the maze of government benefits and show you the traps you can easily avoid. Enhance your expertise – order today!

1. Common Public Benefit Programs – Overview of Coverage and Eligibility
2. Medical Assistance in Detail
3. Appeals Process
4. Veterans' Benefits
5. Liens on Personal Injury Recoveries
6. Ethical Issues in Benefit Planning
7. Putting it All Together – Panel Discussion With Common Scenarios

Common Public Benefit Programs – Overview of Coverage and Eligibility
9:00 - 10:15, William Z. Cullen

• Social Security "Entitlements" – Retirement, Disability, Dependent and Survivor Benefits
• Medicare Health Insurance – Part A, Part B, Part C, Part D
• Supplemental Security Income
• Federal Housing Assistance
• State Programs

Medical Assistance in Detail
10:30 - 11:30, Clayton Davis

• Nursing Home Medicaid – A Crash Course for the Uninitiated!
• Medicaid Home and Community Care Waiver Programs (Choices for Independence)
• For the Elderly and Chronically Ill
• For the Developmentally Disabled
• For Individuals With Acquired Brain Disorders
• Medically Needy Eligibility ("In and Out" Medicaid)
• For Employed Adults With Disabilities

Appeals Process
11:30 - 12:15, Clayton Davis

• Medicare Appeals and Grievances
• The Original Medicare Plan
• Managed Care Plans
• Prescription Drug Plans
• Medicaid Appeals

Veterans' Benefits
1:15 - 2:00, Clayton Davis

• Health Care
• Pensions
• State Veterans' Council
• Long-Term Care for Veterans
• Qualifications, Application and Appeals

Liens on Personal Injury Recoveries
2:00 - 2:45, Clayton Davis

• Medicare and Medicaid Liens and Set Asides
• Defenses to Medicare and Medicaid Liens After Ahlborn
• Workers' Compensation Liens and Defenses
• Health Insurance Liens and Defenses
• Structuring Settlements to Minimize Lien Liability (Including Special Needs Trusts)

Ethical Issues in Benefit Planning
3:00 - 4:00, William Z. Cullen

• "Do no Harm" – Benefits Competency in Various Practice Areas
• Avoiding Potential Fraud and Abuse Issues
• Public Policy Concerns

Putting it All Together – Panel Discussion With Common Scenarios
4:00 - 4:30, William Z. Cullen and Clayton Davis

WILLIAM Z. CULLEN is a sole practitioner in the Birmingham law firm, where his areas of practice include workers' compensation, Social Security and disability. Mr. Cullen earned his B.A. degree from the University of Connecticut and his J.D. degree from New England School of Law. He is a member of the Birmingham and American (member, Labor Law Section) bar associations, the Alabama State Bar (member, Workers' Compensation Section) and the National Organization of Social Security Claimants' Representatives.

CLAYTON DAVIS is a member of the law firm of Davis & Neal, and has practiced in the areas of Social Security, elder law, wills and estates, probate and estate planning for more than 25 years. Mr. Davis is a frequent author and lecturer in his areas of expertise. He earned both his B.S. and J.D. degrees from the University of Alabama, and is a member of the Alabama State Bar and the National Organization of Social Security Claimants' Representatives.

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