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 a 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. Medicaid/Medicare Issues for Health and Long-Term Care Providers
5. Veterans' Benefits
6. Liens on Personal Injury Recoveries
7. Ethical Issues in Benefit Planning
8. Putting it All Together – Panel Discussion With Common Scenarios

Continuing Education Credits:   

* denotes specialty credits

Common Public Benefit Programs – Overview of Coverage and Eligibility
9:00 -9:45, L. Jean Berry

• 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
9:45 - 10:30, L. Jean Berry

• 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
10:45 - 11:30, Laurie E. Ohall

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

Medicaid/Medicare Issues for Health and Long-Term Care Providers
12:30 - 1:30, L. Jean Berry

• The “Stay at Home” Trend in Long-Term Care
• The Anti-Fraud Initiatives of Recent Legislation in the Medicaid Program
• Disclosure Requirements and Current and Likely State Provider Audit Initiatives
• Other Medicaid Initiatives Toward Providers to Respond to Constricting Budgets, Including Medicaid Managed Care Initiatives
• Current Federal Regulatory Initiatives Against States and Their Potential Impact on the Provider Community
• Recent and Future Changes in Medicaid/Medicare Reimbursement for Health Care Providers

Veterans' Benefits
1:30 - 2:00, April D. Hill

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

Liens on Personal Injury Recoveries
2:00 - 2:45, April D. Hill

• 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, Laurie E. Ohall

• "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, L. Jean Berry, April D. Hill and Laurie E. Ohall

L. JEAN BERRY is a sole practitioner in Clearwater, where she concentrates her practice in elder law, including estate planning, incapacity planning, asset protection planning (Medicaid), probate and trust, and estate administration. Ms. Berry is admitted to practice law in Florida and Illinois, but no longer actively practices in Illinois. She is a member of The Florida Bar (Elder Law Section and Real Property, Probate and Trust Law Section), the Clearwater Bar Association (Elder Law and Probate and Real Property), the National Academy of Elder Law Attorneys (Tax Special Interest Group and Trusts Special Interest Group) and the Academy of Florida Elder Attorneys. Ms. Berry earned a certified public accountant certificate from the state of Illinois; her B.B.A. degree, summa cum laude, from the University of Iowa; and her J.D. degree from DePaul University's Law School.

APRIL D. HILL is the founder of Hill Law Group, PA, a St. Petersburg law firm devoted to the field of elder law. Her practice is focused on the areas of estate planning, trusts, Medicaid asset protection and probate. Ms. Hill is board certified in elder law by both the Florida Bar Board of Legal Specialization and Education and the National Elder Law Foundation. She is an adjunct professor at Stetson University College of Law in Gulfport, Florida. Prior to starting Hill Law Group, PA in 2002, she was employed by the Thirteenth Judicial Circuit Court and played a key role in the establishment of the Elder Justice Center, a unique court program designed to help elderly individuals gain access to the court system. Ms. Hill is a member of the Florida Bar Elder Law Section, the National Academy of Elder Law Attorneys and the Florida Academy of Elder Law Attorneys. She earned her B.A degree from Christopher Newport University and her J.D. degree from Stetson University College of Law.

LAURIE E. OHALL is the principal of Laurie E. Ohall Law Offices, where she practices in the areas of estate planning, elder law (including asset protection and Medicaid planning), wills, trusts and probate. Ms. Ohall has lectured for the Institute for Paralegal Education on estate planning and probate issues, and for the National Business Institute on asset protection. She is a member of the Brandon County and Ohio State bar associations, The Florida Bar (member, Real Property, Probate and Trust Law Section), the National Academy of Elder Law Attorneys, and the Academy of Florida Elder Law Attorneys. Ms. Ohall earned her B.A. degree and her J.D. degree from Stetson University.

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