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:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

* denotes specialty credits

1. State and Federal Medicaid Laws Update
   9:00 - 9:45, Del B. Salmon
   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, Michael T. Brockbank
   1. Requirements for Medicaid
      1. Categorical
      2. Income
      3. Asset
   2. Requirements for Medicare
3. Planning Tips and Traps Post DRA
   10:45 - 12:00, Del B. Salmon
   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
   1:00 - 2:00, Michael T. Brockbank
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
   2:00 - 2:45, Phillip M. Tribble
   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
   3:00 - 3:45, Tara A. Pleat
   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, Tara A. Pleat
   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

MICHAEL T. BROCKBANK is a sole practitioner in Schenectady, New York, where his practice is concentrated in the areas of wills, trusts and estates. He is the former chief clerk of Schenectady County Surrogate's Court, and former president of the NYS Surrogate Court Chief Clerk's Association. Mr. Brockbank is a former adjunct professor at the State University of New York - Albany. He earned his B.A. degree from Cornell University and his J.D. degree from the Albany Law School of Union University. Mr. Brockbank is a member of the New York State and Schenectady County bar associations.

TARA A. PLEAT is a co-owner and co-manager of the law firm of Wilcenski & Pleat PLLC. Ms. Pleat practices in the areas of trust and estate administration, special needs estates planning, trust, estate and tax planning for residents of New York and Florida and long term care planning and elder law. She is a cum laude graduate of Albany Law School, with honors in the estate planning concentration. Ms. Pleat earned her undergraduate degree from the State University of New York at Albany. During law school, she worked full-time as a trusts and estates paralegal in an Albany law firm. Ms. Pleat is an active member of the Special Needs Planning Committee of the Elder Law Section of the New York State Bar Association and a member of the Taxation Committee of the Trusts and Estates Section. In addition, she recently was admitted as a member of the Special Needs Alliance, an invitation only, national network of leading disability attorneys who practice in the areas of special needs trusts and public benefits. Ms. Pleat frequently speaks on estate planning and administration, special needs planning and related disability issues for state and local bar associations, community organizations and parent groups. She also speaks annually at Senior Citizens Law Day sponsored by Albany Law School.

DEL B. SALMON is a partner in the Amsterdam law firm of Salmon and Salmon LLP. He has been an attorney for more than 16 years and focuses his practice on elder law. Mr. Salmon has been the legal service provider for the Montgomery County Office for the Aging for the past 14 years. He is a member of the Elder Law Committee of the New York State Bar Association and vice president of the Montgomery County Bar Association. Mr. Salmon also is a member of the Schenectady County Bar Association. He earned his B.A. degree from the University of Rochester, his M.A. degree from the University of Maryland and his J.D. degree from Vermont Law School.

PHILLIP M. TRIBBLE has been practicing law in the capital district since 1979. He has offices in Clifton Park and Kinderhook, New York. Mr. Tribble graduated from Valparaiso University with a B.A. degree; from Yale University School of Divinity with an MAR degree; and from Albany Law School with a J.D. degree. He is a member of the New York State Bar Association, the Elder Law Section and the Trust and Estates Section of the New York Bar Association, The National Academy of Elder Law Attorneys, the Albany County Bar Association, the Columbia County Bar Association and the Saratoga County Bar Association. Mr. Tribble has lectured on elder and Medicaid law for the Elder Law Section of the New York Bar Association; on Medicaid, estate planning and estate administration for National Business Institute; and he has been a guest speaker on estate planning for the CSEA Union Northern Region. His practice is concentrated in the areas of estate and Medicaid planning, elder law, probate and estate administration and real estate.

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