Can you answer your clients' questions about asset protection planning within the context of Medicare, Medicaid and Social Security? Order today to get the legislative and procedural details you'll need to help clients plan sensibly for the future.

1. Program History and Basic Definitions
2. Medicaid Eligibility - Recent Changes
3. Medicaid Estate Recovery and Asset Preservation - What's New?
4. Ethics
5. Medicare Part D Prescription Drug Program Updates
6. Interplay of Medicare, Medicaid, LTC Insurance, SSD and SSI
7. Elder Planning and Disability Litigation Issues

1. PROGRAM HISTORY AND BASIC DEFINITIONS
   8:30 - 9:00, Michael T. Brockbank
   1. Medicare
   2. Medicaid Overview
   3. Medigap Insurance Coverage
2. MEDICAID ELIGIBILITY - RECENT CHANGES
   9:00 - 10:00, Del B. Salmon
   1. Resources (Allowable Limits and Other Considerations)
   2. The Lookback Period After DRA - Time it Right
   3. Medicaid for Single and Married Persons, and for Unmarried Couples
   4. Other Changes Affecting Your Medicaid Practice
3. MEDICAID ESTATE RECOVERY AND ASSET PRESERVATION - WHAT'S NEW?
   10:15 - 11:00, Del B. Salmon
   1. Various Gifting Options
   2. Special Needs and Other Trusts - Why are They Useful Again?
   3. Postponement of Estate Recovery
   4. Private Annuities
   5. Continuing Care Retirement Communities
   6. Family Limited Partnerships
   7. Estate Deeds
4. ETHICS
   11:00 - 12:00, Phillip M. Tribble
   1. Representing a Mentally Incapable Client
   2. Confidentiality
   3. Withdrawing Representation From Difficult Clients
   4. Attorneys' Fees
   5. Common Ethical Pitfalls to Look Out For
5. MEDICARE PART D PRESCRIPTION DRUG PROGRAM UPDATES
   1:00 - 2:15, Michael T. Brockbank
   1. Miscellaneous Provisions of Part D
   2. Eligibility and Enrollment
   3. Benefits and Beneficiary Protections
   4. The Impact on Hospitals and Other Providers
   5. Part D Coverage Limitations
6. INTERPLAY OF MEDICARE, MEDICAID, LTC INSURANCE, SSD AND SSI
   2:30 - 3:30, Phillip M. Tribble
   1. Where Medicare Stops and Medicaid Begins
   2. Long-Term Care Insurance Limitations and Solutions
   3. Home- and Community-Based Health Care - What Programs Cover It?
   4. Grievances, Determining Coverage and Appeals
7. ELDER PLANNING AND DISABILITY LITIGATION ISSUES
   3:30 - 4:40, Michael T. Brockbank
   1. Medicaid Liens
   2. Suits to Modify Power of Attorney
   3. Estate Recovery
   4. Nursing Home Torts
   5. Coverage Disputes
   6. Elder Abuse
   7. Other Common Claims

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.

DEL B. SALMON is a partner in the Amsterdam law firm of Salmon and Salmon LLP. Mr. Salmon has been an attorney for more than 16 years and focuses his practice on elder law. He 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. He also is a member of the Schenectady County Bar Association. Mr. Salmon 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 is a partner with the Herzog Law Firm P.C., where he practices in the areas of estate planning, estate administration and elder law. He frequently lectures on elder law, estate planning and Medicaid planning. As an active member of local community programs and affairs, Mr. Tribble has served as a town planning board member. He earned his B.A. degree from Valparaiso University, his M.A. degree from Yale University School of Divinity and his J.D. degree from Albany Law School of Union University. Mr. Tribble is a member of the Albany County, the Saratoga County and the New York State (member, Trust and Estate and Elder Law sections) bar associations, the National Academy of Elder Law Attorneys and the Estate Planning Council of Eastern New York.

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