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? With this informative briefing, you'll 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 – order today!

1. State and Federal Medicaid Laws Update
2. Qualifying Clients for Medi-Cal and Medicare Benefits
3. Planning Tips and Traps Post DRA
4. Understanding Medicare Parts A Through D, VA Veteran's Benefits and the Impact on Medi-Cal Benefits
5. The Medi-Cal Application
6. Medi-Cal Estate Recovery

Continuing Education Credits:   

* denotes specialty credits

1. State and Federal Medicaid Laws Update
   9:00 - 9:30, Written by Christina D. McGonigle.
   Presented by Christina D. McGonigle in Irvine and Cynthia R. Pollock in Pasadena.
   1. Social Security Act: Title XIX
   2. Deficit Reduction Act of 2005
   3. The Effect of the 2010 Health Care Reform on Medicaid and Medicare
2. Qualifying Clients for Medi-Cal and Medicare Benefits
   9:30 - 10:15, Written by Marlene S. Seltzer.
   Presented by Christina D. McGonigle in Irvine and Marlene S. Seltzer in Pasadena.
   1. Requirements for Medicaid
      1. Categorical
      2. Income
      3. Asset
   2. Requirements for Medicare
3. Planning Tips and Traps Post DRA
   10:30 - 12:30, Written and presented by Martha G.Patterson in Irvin and Pasadena.
   1. Asset Transfers with Extended Lookback Period in Mind
      1. Start Date of the Penalty Period and Prohibition of Rounding Down
      2. Partial Month Transfers
   2. Income-First Rule
   3. Annuities
   4. Pooled Special Needs Trusts
   5. Gifting
   6. Primary Residence, the Valuable House Rule and Income Producing Property
   7. Vehicles
   8. Personal Services Contracts
   9. Promissory Notes, Loans, and Mortgages
   10. Life Estates
   11. Continuing Care Community Fees and Requirement to Spend Down
   12. Strategies for Married Couples
   13. Undue Hardship Waivers
       1. Defining and Demonstrating “Hardship”
       2. Requesting the Waiver
       3. Authority of Facility to Request Hardship Waiver for Resident
       4. Bed Hold Payments
4. Understanding Medicare Parts A Through D, VA Veteran's Benefits and the Impact on Medi-Cal Benefits
   1:30 - 2:15, Written and presented by Martha G.Patterson in Irvine and Pasadena.
1. Who is Covered
2. Coverage Benefits Outlined
3. Medigap Policies: Coverage, Joining, Switching and Dropping
4. Late Enrollment Penalty
5. Help for Low Income Individuals
6. VA Benefits Coverage and Application Procedure
7. Coordinating Benefits
5. The Medi-Cal Application Process
   2:15 - 3:15, Written by Cheryl L. Walsh.
   Presented by Cheryl L. Walsh in Irvine and Marlene S. Seltzer in Pasadena.
   1. When and How to File
   2. What to Include
   3. Correcting Faulty Information Submitted in the Application
   4. Obtaining Proof of Application Receipt
   5. How to Keep Track of Progress
   6. When Eligibility Begins
6. Medi-Cal Estate Recovery
   3:30 - 4:30, Written by Cynthia R. Pollock.
   Presented by Cynthia R. Pollock in Pasadena and Cheryl Walsh in Irvine.
   1. Definition of “Estate” for Purposes of Medicaid Recovery
   2. What Types of Expenses and What Amount Can Be Recovered?
   3. TEFRA “Pre-Death” Liens
   4. Exceptions to Post-Death Liens
   5. The Process and Procedure of Recovery
   6. Survivors' Claim for Exemption Based on Hardship
   7. Priority of Medicaid Liens in Estate Administration

CHRISTINA D. McGONIGLE is an attorney with The Elder Law Center in Laguna Hills. Ms. McGonigle practices in the areas of trust and estate planning, administration, and litigation, conservatorships, real property, and Medi-Cal applications and appeals. She is a member of the Orange County Bar Association (Elder Law and Trust and Estates sections). She also is a member of the Real Property and Probate Section of the Orange County Bar Association Resolutions Committee. Ms. McGonigle earned her B.S. degree, cum laude, from California State University, Long Beach and her J.D. degree, magna cum laude, from Western State University College of Law. (Irvine location)

MARTHA G. PATTERSON is the principal of the Geisler Patterson Law Firm. Ms. Patterson focuses her practice on estate planning and elder law, and is a Certified Elder Law Attorney (CELA) as certified by the National Elder Law Foundation. She is a member of Wealth Counsel and The National Academy of Elder Law Attorneys, and a founding member of the Southern California Chapter of the National Academy of Elder Law Attorneys. Ms. Patterson also is a member of the San Fernando Valley Bar Association, San Fernando Valley Estate Planning Council and Southern California Council of Elder Law Attorneys. She earned her B.S. degree from California State University-Fullerton and her J.D. degree from Western State University School of Law. (Irvine and Pasadena locations)

CYNTHIA R. POLLOCK is a sole practitioner in Redondo Beach where she practices in the areas of elder law, estate planning and probate. Ms. Pollock has been practicing law for 16 years and is certified as an elder law attorney ("CELA") and a member of the Council of Advanced Practitioners ("CAPs") by the National Elder Law Foundation. She frequently speaks at seminars on Medi-Cal planning and estate planning issues. Ms. Pollock is a member of the South Bay Estate Planning Council, California Advocates of Nursing Home Reform, and the South Bay and American bar associations. She earned her B.S. degree from Central Missouri State University and her J.D. degree from Loyola Law School. (Pasadena location)

MARLENE S. SELTZER is an attorney with Wasserman, Comden, Casselman & Esensten, LLP, where she practices in the areas of elder law, Medi-Cal planning and estate planning. Prior to becoming an attorney she had years of experience in an insurance office specializing in estate planning; and in the real estate industry specializing in commercial and investment properties. Ms. Seltzer is currently serving as the co-chair of the Probate Section of the San Fernando Valley Bar Association. She earned her B.A. degree from the University of California at Los Angeles and her J.D. degree from Glendale University College of Law. (Pasadena location)

CHERYL L. WALSH is a sole practitioner in San Juan Capistrano. Ms. Walsh has been an attorney for more than 19 years and focuses her practice on elder law, including Medi-Cal planning, and probate and trust administration. She has lectured for nurses, senior centers, and caregivers on elder law and Medi-Cal issues. Ms. Walsh is a member of the board of directors of the Elder Law Section of the Orange County Bar Association. She also is a member of the National Academy of Elder Law Attorneys and a member of the speakers bureau for the Alzheimer's Association. Ms. Walsh earned her B.S. degree from California State University at Northridge and her J.D. degree from Loyola Law School. (Irvine location)

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

Additionally, our team of credit specialists are here to answer your specific credit-related questions weekdays 7am - 5pm Central:

Phone: 866-240-1890

Email: credit@nbi-sems.com