As your clients age, they rely on you to help them plan for future care. One of the elements they often need help with is the complexities of Medicaid. In order to best help them reach their planning goals, you need hands-on skills that can get you through the essential procedures involved. Fortunately, getting the crucial information you need is easy! From the convenience of your office, you can learn everything you need to know about Medicaid. Identify the available choices for the care of elderly or disabled clients. Follow correct procedure every step of the way to reduce the risk of the application being denied. Know the laws and the criteria that govern the system so you can advise your clients knowledgeably. Close the case successfully by fulfilling your post-eligibility obligations. Order today!

1. Finding the Laws and Navigating the Medicaid System
2. Basics of the Medicaid Program to Serve the Elderly and Disabled
3. Beginning the Medicaid Process
4. Qualifying A Client For Medicaid
5. Ethical Considerations in Medicaid Planning
6. Applying for Medicaid
7. Post-Eligibility Obligations

Continuing Education Credits:   

* denotes specialty credits

1. FINDING THE LAWS AND NAVIGATING THE MEDICAID SYSTEM
   9:00 - 9:45, Amy DeLaney
1. Key Medicaid Related Laws
2. Research Guide - Where to Find One and How to Use It
3. The Impact of HCFA Transmittal 64 on Medicaid Planning and the Use of Revocable Trusts
4. New Developments in the Law
2. BASICS OF THE MEDICAID PROGRAM TO SERVE THE ELDERLY AND DISABLED
   9:45 - 10:15, Amy DeLaney
1. Medicaid Waiver Programs
2. Long Term Care Diversion Program
3. ICP (Nursing Home)
3. BEGINNING THE MEDICAID PROCESS
   10:30 - 11:45, Heather E. Voorn
1. Identifying the Medicaid Planning Client
1. The Impact of Their Medical Condition
2. Factoring in Their Marital Status
3. How Age Affects the Plan
4. The Crucial Importance of the Financial Situation
2. Family Dynamics in the Medicaid Planning Context
3. Estate and Asset Divestment/Diversification Planning
1. Wills vs. Trusts in Small Estates - When to Use What
2. Titling of the Home and Basic Homestead Issues in a Medicaid Planning Context
3. Elective Share and Medicaid Estate Recovery Issues
4. Applying for Veterans Benefits Before Medicaid
4. QUALIFYING A CLIENT FOR MEDICAID
   12:45 - 1:45, Michael H. Erde
   1. The Medicaid Interview
      1. What to Ask
      2. Defining the Goals of the Client
   2. Medical Need Criteria
   3. Economic Need Criteria
5. ETHICAL CONSIDERATIONS IN MEDICAID PLANNING
   1:45 - 2:15, Michael H. Erde
1. Identifying the Client and Best Interest of the Client
2. Client Capacity
3. Importance of Retainer in Medicaid Planning
4. Who can Represent the Medicaid Applicant - Designated Representatives vs. Guardianship
6. APPLYING FOR MEDICAID
   2:30 - 3:45, Heather E. Voorn
1. The Medicaid Application
2. Request for Assistance (RFA)
3. Level of Care Assessment Form
4. Deadlines, the Application Processing Time Table and Processing Overview
5. When Does Eligibility for Benefits Begin
6. Application Denials and How to Start the Appeal Process
7. Follow-up and Follow Through on Paperwork
7. POST-ELIGIBILITY OBLIGATIONS
   3:45 - 4:30, Amy DeLaney
1. Timely Transfer of Assets
2. Notice of Changes to Proper Authorities
3. Re-Determinations
4. Dealing With Overpayment

AMY DELANEY is one of eight certified elder law attorneys in the state of Illinois and is the founder of DeLaney Law Offices, Ltd. Ms. DeLaney limits her practice to elder law. This includes primarily estate planning, governmental benefits, estate administration, and guardianship and estate litigation. She also designs estate plans to meet the diverse family, financial, and healthcare needs of her clients, including planning for children with special needs and tax planning for larger estates. Ms. DeLaney is the current president of the National Academy of Elder Law Attorneys in Illinois. She also serves as a member of the Elder Law committees of the Chicago Bar Association and the Illinois Bar Association, and volunteers on the board of directors of several charitable foundations, including the Veterans' Legal Aid Society in Chicago and the Alvernia Manor Retirement Home in Lemont, Illinois. Ms. DeLaney has been frequently quoted in media outlets such as the Daily Southtown, Chicago Tribune, and appeared on PBS to comment on the constitutionality of the use cameras in nursing homes to monitor care. Ms. DeLaney earned her Bachelor's degree from the University of Illinois at Urbana-Champaign, her Master's degree from the University of Illinois at Springfield, and her J.D. degree from Northwestern School of Law of Lewis & Clark College in Portland, Oregon. 

MICHAEL H. ERDE is the principal in the Chicago law firm of Michael H. Erde & Associates, P.C., where since 1969 he has focused his practice on estate planning, elder law, probate, guardianships, business and corporate law, and real estate leases. He is certified as an elder law attorney by the National Elder Law Foundation (the Supreme Court of Illinois does not recognize certification). Mr. Erde is a member of the Greater North Shore Estate Planning (treasurer), Financial Planners Council and the National Academy of Elder Law Attorneys. He has been an instructor/lecturer for many years on estates and trusts, elder law, and asset protection. Mr. Erde is an adjunct professor at John Marshall Law School, where he teaches classes on elder law. Mr. Erde also has written numerous articles on wills, trusts and elder law issues. He earned his B.S.B.A. degree from Washington University, his J.D. degree from the University of Illinois, and has graduate credits in taxation from The John Marshall Law School. Mr. Erde founded the Asset Protection Committee of the Chicago Bar Association, where he was a former chairman and member. He also is a member of the Probate Committee of the local bar. Mr. Erde also is former chair of the Business and Financial Advice Section of the Illinois State Bar Association and former director of the Irene Josselyn Center for Mental Health.

HEATHER E. VOORN is an elder law attorney with the DeLaney Law Offices, Ltd., with offices in Chicago and Orland Park. Ms. Voorn is a guardian ad litem in Will County and also is accredited by the Veteran's Administration. She served as an extern for the Hon. Charles Norgle of the Northern District of Illinois District Court. Ms. Voorn is a member of the National Academy of Elder Law Attorneys and the Illinois State, Chicago and South Suburban bar associations. She currently serves on the board of directors for the Suburban Bar Association. Ms. Voorn earned her B.A. degree, magna cum laude, from Florida State University and her J.D. degree, magna cum laude, from the John Marshall School of Law.

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