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 Medicaid 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 Medicaid Benefits
5. Limitations on Medicare, Long-Term Insurance and HMO Coverage
6. The Medicaid Application
7. Medicaid Estate Recovery

Continuing Education Credits:   

* denotes specialty credits

1. State and Federal Medicaid Laws Update
   9:00 - 9:45, Stephen A. Taylor
   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 Medicaid and Medicare Benefits
   9:45 - 10:30, Stephen A. Taylor
   1. Requirements for Medicaid
      1. Categorical
      2. Income
      3. Asset
   2. Requirements for Medicare
3. Planning Tips and Traps Post DRA
   10:45 - 11:45, G. Mark Shalloway
   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 Medicaid Benefits
   12:45 - 1:45, G. Mark Shalloway
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. Limitations on Medicare, Long-Term Insurance and HMO Coverage
   1:45 - 2:30, G. Mark Shalloway
   1. Medicare Appeals Process
      1. Redetermination
      2. Reconsideration
      3. ALJ Appeals
      4. Expedited Appeals
   2. Long-Term Care Insurance
      1. Coverage
      2. Coordination with Medicaid Benefits
      3. Health Care Reform and Long Term Care
   3. HMO/Medicare Advantage Plans
      1. Cost Control vs. Coverage
      2. Denial of Services
      3. In-Network Requirements
6. The Medicaid Application Process
   2:45 - 3:30, G. Mark Shalloway
   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
7. Medicaid Estate Recovery
   3:30 - 4:30, Stephen A. Taylor
   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

G. MARK SHALLOWAY practices as president and shareholder with his father in the firm of Shalloway & Shalloway, P.A., where he specializes in elder law in West Palm Beach, Florida. He is among the first 135 certified elder law attorneys in the nation certified by the National Elder Law Foundation, and is a member of the charter class of attorneys Board Certified in Elder Law by The Florida Bar. Nationally, Mr. Shalloway has served as president for and is a Fellow of the National Academy of Elder Law Attorneys (NAELA) and is proud to have received the Outstanding Achievement Award from NAELA for his work with the Academy of Florida Elder Law Attorneys (state chapter of NAELA). In addition, the late Governor Lawton Chiles and Governor Jeb Bush have appointed him to serve as the Attorney on the state's Long-Term Care Ombudsman Council, Palm Beach District. Mr. Shalloway earned his B.A. degree from the University of Florida and his J.D. degree from Nova University.

STEPHEN A. TAYLOR is an attorney with Suarez & Taylor, Attorneys at Law in Miami, Florida, where he practices in the areas of estate planning, probate and guardianship administration, elder law, and special needs planning. He is a member of the National Association of Elder Law Attorneys and The Florida Bar (Real Property and Probate and Trust Law and the Elder Law sections). Mr. Taylor is certified in Elder Law by The Florida Bar. He was named to the Florida Rising Stars of the Super Lawyer publication and was named as Legal Elite by Florida Trend magazine in 2010. Mr. Taylor was a founder of the ARC of South Florida Pooled Trust and currently serves on its Board of Directors. In addition to being an attorney, he is a Certified Financial Planner. Mr. Taylor has lectured at numerous seminars concerning probate and tax issues. Mr. Taylor earned his B.B.A. degree from Oglethorpe University and his J.D. degree from the University of Florida.

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