Can you answer your clients' questions about asset protection planning within the context of Medicare, Medicaid and Social Security? Order today to get the legislative and procedural details you'll need to help clients plan sensibly for the future.

1. Legislative Update and Basic Definitions
2. Medicaid Eligibility - Generally
3. Medicaid Eligibility for Long-Term Care
4. Ethics
5. Adult Protection
6. Interplay of Medicare, Medicaid and LTC Insurance in Paying for Long-Term Care
7. Medicare Part D Prescription Drug Program Updates

Continuing Education Credits:   

* denotes specialty credits

1. LEGISLATIVE UPDATE AND BASIC DEFINITIONS
   8:30 - 9:30, R. Eric Solem
1. Medicare
2. Medicaid
3. Federal Health Care Reform
4. Federal SSI and SSDI and State Supplement Financial Assistance
5. Medigap
2. MEDICAID ELIGIBILITY - GENERALLY
   9:45 - 10:45, Roseann L. Murray
1. Categorical Eligibility
2. Income and Resources
3. Medically Needy Eligibility
4. Appeals
3. MEDICAID ELIGIBILITY FOR LONG-TERM CARE
   10:45 - 11:45, Roseann L. Murray
1. Income and Resources
2. Spousal Obligation
3. Spend Down
4. Continuing Care Retirement Communities
5. Home and Community Based Care Waivers
6. Estate Recovery
4. ETHICS
   12:45 - 1:45, Daniel P. Kapsak
1. Representing a Mentally Incapable Client
2. Confidentiality
3. Withdrawing Representation from Difficult Clients
4. Durable Powers of Attorneys and Guardianships
5. ADULT PROTECTION
   1:45 - 2:45, Daniel P. Kapsak
1. In the Home Setting
2. Institutional Setting
3. Financial Exploitation
4. Recourse for Abused, Exploited or Neglected Elders
6. INTERPLAY OF MEDICARE, MEDICAID AND LTC INSURANCE IN PAYING FOR LONG-TERM CARE
   3:00 - 4:00, R. Eric Solem
1. Where Medicare Stops and Medicaid Begins
2. Long-Term Care Insurance
3. Home- and Community-Based Care
4. Grievances, Coverage and Appeals
7. MEDICARE PART D PRESCRIPTION DRUG PROGRAM UPDATES
   4:00 - 4:40, C. Crispin Sargent
1. Provisions of Part D
2. Eligibility and Enrollment
3. Benefits and Beneficiary Protections
4. Part D Coverage Limitations

DANIEL P. KAPSAK is the principal of The Kapsak Law Firm, LLC, where his practice is devoted to estate and elder law planning. Mr. Kapsak currently serves on the Longmont United Hospital Ethics Committee (past chair), is a board member of the Colorado Center for Hospice and Palliative Care, and has participated in both the End of Life Coalition for Hospice of Boulder/Broomfield Counties (member, Steering Committee) and the End of Life Task force through the Boulder County Hospital Ethics Committee. He is a member of The National Academy of Elder Law Attorneys; the Colorado Healthcare Ethics Forum; and the American Society of Law, Medicine and Ethics. Mr. Kapsak also is a member of the Colorado and Boulder County bar associations, and the Boulder County Estate Planning Council. He earned a B.A. degree from St. Joseph's College, his J.D. degree from Creighton University, and his S.T.B. and M.Div. degrees from Loyola University.

ROSEANN L. MURRAY is a sole practitioner with The Murray Law Firm, LLC. She is licensed to practice law in Colorado and before the U.S. District Court for the District of Colorado. Ms. Murray practices primarily in the areas of estate planning, elder law and Social Security disability. She is a member of the Colorado and Broomfield bar associations, a board member of Compassion and Choices, and is a previous board member of Table Mountain Animal Center and the Women's Estate Planning Council. Ms. Murray earned her B.S. degree from Metropolitan State College in Denver, Colorado, and her J.D. and LL.M. degrees from The University of Denver College of Law.

C. CRISPIN SARGENT is the president/owner of CS AdvoCare, Inc., where she is a senior benefits specialist, insurance consultant, pre-retirement counselor, professional conservator, POA, trustee and personal representative. Ms. Sargent was a previous employee benefits specialist at Financial Designs, Ltd., a manager of administrative services at Hart Publications and a social studies teacher in Louisiana. She has previously spoken for seminars on her main areas of practice. Ms. Sargent graduated from Kent School.

R. ERIC SOLEM is the senior partner in the Englewood law firm of Solem, Mack & Steinhoff, P.C., and a member of the National Academy of Elder Law. His practice emphasizes elder law, Medicaid, Medicare, probate and special needs trusts matters. Mr. Solem has handled public benefits appeals before the federal district courts, the courts of appeals, and the U.S. Supreme Court. He is a frequent lecturer on "Medicaid", "Medicare Set Aside Agreements" and "Special Needs Trusts", and is a past president and board member of The Colorado Fund for People with Disabilities, Inc. Mr. Solem is a member of the Elder Law Committee and the Trust and Probate Section of the Colorado Bar Association. He also is a member of The Colorado Trial Lawyers Association. Mr. Solem earned his B.A. and J.D. degrees from the University of Wisconsin, Madison.

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