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

1. State and Federal Medicaid Laws Update
   9:00 - 9:45, Daniel V. Goodsell
   1. Social Security Act: Title XIX
   2. Deficit Reduction Act of 2005
   3. The 2010 Health Care Reform Effect on Medicaid and Medicare
2. Qualifying Clients for Medicaid and Medicare Benefits
   9:45 - 10:45, Daniel V. Goodsell
   1. Requirements for Medicaid
      1. Categorical
      2. Income
      3. Asset
   2. Requirements for Medicare
3. Planning Tips and Traps Post DRA
   11:00 - 11:30, Daniel V. Goodsell
   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
   11:30 - 12:00 and 1:00 - 1:30, Kim Boyer
   1. Who is Covered
   2. Coverage Benefits Outlined
   3. Medigap Policies: Coverage, Joining, Switching and Droppings
   4. Late Enrollment Penalty
   5. Help for Low Income Individuals
5. Limitations on Medicare, Long-Term Insurance and HMO Coverage
   1:30 - 2:30, Elyse M. Tyrell
   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
   2:45 - 3:45, Kim Boyer
   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
   3:45 - 4:30, Elyse M. Tyrell
   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

KIM BOYER is a founder in the Las Vegas law firm of Boyer Law Group where she concentrates her practice in the areas of elder law, guardianship, probate, Medicaid and veterans benefits, and long-term care planning. Ms. Boyer is a certified elder law attorney by the National Elder Law Foundation. She is a frequent lecturer on aging and elder law topics, having spoken for the Nevada Geriatric Education Center, the Clark County Bar Association and the ASDO Annual Conference on Caregiving. Ms. Boyer received her J.D. degree, magna cum laude, from the University of San Diego School of Law. She is a member of the State Bar of Nevada, the National Academy of Elder Law Attorneys, and the National Guardianship Association. She is co-author of the book Alzheimer's and Dementia: A Practical and Legal Guide for Nevada Caregivers, published by the University of Nevada Reno Press.

DANIEL V. GOODSELL is a founding partner in the Las Vegas law firm of Goodsell & Olsen, where his practice is concentrated in the areas of estate planning, asset protection, business succession planning, elder law, guardianships, Medicaid planning and business entity law. He is a frequent lecturer on estate planning and asset protection topics. Mr. Goodsell earned his B.S. degree, with university honors, from Brigham Young University and his J.D. degree from the University of Utah College of Law. He is certified by the National Association of Elder Law Attorneys as a specialist in Elder Law. Mr. Goodsell is a member of the Utah State Bar, the State Bar of Nevada and the State Bar of California. He also is a member of the Nevada Society of Certified Public Accountants, the National Association of Elder Law Attorneys and the Southern Nevada Estate Planning Council.

ELYSE M. TYRELL is a partner in the Las Vegas law firm of Trent, Tyrell & Phillips, where her practice is devoted to elder law, estate planning, tax law, probate and guardianship law. She is a member of the Clark County Bar Association, the Elder Law Section of the State Bar of Nevada and the National Academy of Elder Law Attorneys. Ms. Tyrell is a certified elder law attorney by the National Elder Law Foundation. She is a frequent speaker for National Business Institute, and has lectured on estate planning and elder law for the Housing Authority of the City of Las Vegas, the Community College of Southern Nevada and various seminar groups. Ms. Tyrell earned her B.A. degree from the University of Nevada at Reno and her J.D. degree from Gonzaga University School of Law. She also earned an LL.M. degree in taxation from the University of San Diego School of Law.

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