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. Debt Collection Issues Concerning The Elderly
2. Basics of the Medicaid Program to Serve the Elderly and Disabled
3. Beginning the Medicaid Process
4. Qualifying A Client For Medicaid
5. Applying for Medicaid
6. Ethical Considerations in Medicaid Planning

1. DEBT COLLECTION ISSUES CONCERNING THE ELDERLY
   9:00 - 10:30, Houston Doan
2. BASICS OF THE MEDICAID PROGRAM TO SERVE THE ELDERLY AND DISABLED
   10:45 - 11:35, Houston Doan
1. Medicaid Waiver Programs
2. Long Term Care Diversion Program
3. ICP (Nursing Home)
3. BEGINNING THE MEDICAID PROCESS
   11:35 - 12:00 and 1:00 - 1:30, Mary L. Wilson
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. 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
3. Applying for Veterans Benefits Before Medicaid
4. QUALIFYING A CLIENT FOR MEDICAID
   1:30 - 2:20, Mary L. Wilson
   1. The Medicaid Interview
      1. What to Ask
      2. Defining the Goals of the Client
   2. Medical Need Criteria
   3. Economic Need Criteria
5. APPLYING FOR MEDICAID
   2:35 - 3:30, Mary L. Wilson
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
6. ETHICAL CONSIDERATIONS IN MEDICAID PLANNING
   3:30 - 4:30, Mary L. Wilson
1. Identifying the Client and Best Interest of the Client
2. Client Capacity
3. Who can Represent the Medicaid Applicant - Designated Representatives vs. Guardianship

HOUSTON DOAN is a licensed insurance agent and financial counselor in the LIFE (Lincoln Information for the Elderly) Office of the Lincoln Area Agency on Aging. He is a frequent lecturer throughout his area, most recently at a University of Nebraska law seminar last fall, where he talked on Medicare and Medicaid issues. Mr. Doan also recently spoke at the Nebraska Coalition of County Commissioners state meeting in Kearney, where he talked on Part D and the economic impact on counties. He is a frequent contributor to his department's bi-monthly newsletter, Living Well, where he writes on long term care insurance, Medicare advantage and Medicare Part D. Mr. Doan earned his B.S. degree from the University of Nebraska-Lincoln. He is a member of various committees such as, the Workforce Investment Act Board for Lancaster and Saunders counties. Mr. Doan is on a state coalition of state holders of Medicare.

MARY L. WILSON is an attorney in private practice in Omaha, where she practices in the area of aging law. She serves as an attorney for Lincoln Information For the Elderly. Ms. Wilson was the 1987 recipient of the Paul Lichterman Award, which is presented to one person nationwide each year for outstanding achievement in the delivery of legal services to the elderly. Ms. Wilson co-wrote the ElderLaw Desk Manual, published in October 1990. She is a former contributor to "The Law Speaks" column in Lifelines and has written other articles on elder law topics. Ms. Wilson is chair of the Elder Law Section. She taught "The Law and Aging" for 12 years at the University of Omaha, Nebraska, and is currently teaching at Creighton University School of Law. Ms. Wilson earned her B.A. degree from Wayne State College and her J.D. degree from Creighton University School of Law. She is a member of the Nebraska State and American bar associations.

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