The area of government benefits is in constant flux – are you up to the task of educating and providing clients with all the financial and medical assistance that's available? Order today to get answers to your complex questions on Medicaid eligibility, asset transfers and preservation, and special needs trusts. Let our distinguished practitioners be your guides through the maze of government regulations and financial strategies, and lead you to the highest level of mastery.

1. Medicaid Eligibility Requirements, Benefits and Application Process
2. Coordination of Benefits With Medicare and Other Insurance Coverage
3. Asset Transfer Strategies
4. Protecting Assets Under the Deficit Reduction Act
5. Special Needs Trusts – Creation, Taxation and Administration
6. A Look to the Future: A Roundtable Discussion on Adapting Your Practice to the Ever-Changing Environment

Medicaid Eligibility Requirements, Benefits and Application Process
9:00 - 10:15, Rachel A. Kabb-Effron

• What are the Financial Criteria, How are They Computed? (What Counts as Income and Resources?)
• Exceptions for Eligibility Regardless of Financial Condition (i.e., TEFRA)
• What Aspects of Eligibility Criteria are Standard Nationwide and Which Vary by State?
• What are the Benefits Under the Different Types of Medicaid? (What Medical Treatment Does Medicaid Cover?)
• Medicaid Fraud - What Not to Do
• Streamlining the Application Process

Coordination of Benefits With Medicare and Other Insurance Coverage
10:15 - 11:00, Rachel A. Kabb-Effron

• Medicare Set-Asides
• Veteran's Benefits
• SSI
• QMB/SLMB
• Other Public Benefits

Asset Transfer Strategies
11:15 - 12:45, James C. Bates

• Transferring Real Property Without Jeopardizing Medicaid Eligibility
• Self-Settled Trusts and Their Impact on Qualification (Different Types of Trusts, When the Grantor is the Trustee, Charitable Remainder Trusts, Other Issues Impacting Qualification)
• Treatment of Annuities
• Special Needs Trust/Pooled Trusts
• The Importance of Timely Planning
• Transfer Penalties for Improper Transfers
• Advanced Tax Planning Techniques

Protecting Assets Under the Deficit Reduction Act
1:45 - 2:45, David J. Bernstein

• State Implementation and Interpretation of the DRA
• Higher Income Applicants
• Fair Market Value
• Protecting the Effort and Resources of Relative Caregivers
• Protecting Dependents
• Long-Term Care Insurance
• Other Techniques

Special Needs Trusts - Creation, Taxation and Administration
3:00 - 4:00, David J. Bernstein

A Look to the Future: A Roundtable Discussion on Adapting Your Practice to the Ever-Changing Environment
4:00 - 4:30, David J. Bernstein and Rachel A. Kabb-Effron

• Prospective Payment Systems
• Prescriptions and the Recent Modifications by Congress to Privatize the Issue
• The Impact of the Baby Boomers' Retirement

JAMES C. BATES is an attorney in the Brecksville law firm of Daniel P. Seink Co. Ltd. Since 1997, Mr. Bates has limited his practice to the areas of estate planning (trusts, both revocable and irrevocable, wills, and powers of attorney), estate administration, (trust settlement, probate and guardianships), retirement tax planning and business succession planning. He is frequent speaker on estate planning and elder law topics. Mr. Bates is a member of the National Academy of Elder Law Attorneys, the Estate Planning, Trust and Probate Section of the Ohio State Bar Association, the Elder Law Committee for the Ohio State Bar Association, the Probate Law Section of the Akron Bar Association, and is a member of the Akron Bar Lawyer Referral and Information Service. Mr. Bates earned his B.A. degree from Miami University and his J.D. degree from the University of Akron School of Law.

DAVID J. BERNSTEIN is a frequent lecturer and has made hundreds of appearances on radio and television. He has written numerous legal articles and has been published by Atlantic Publishing Group of Ocala, Florida. Mr. Bernstein, a solo practitioner in Solon, Ohio, focuses his practice on estate planning, trusts, and Medicaid planning. A graduate of the University of Akron School of Law, he was admitted to practice before the Supreme Court of Ohio in November of 1983. He earned his B.B.A. degree from Kent State University.

RACHEL A. KABB-EFFRON is a partner in The Kabb Law Firm in Beachwood, Ohio, specializing in elder law and concentrating on social security. Ms. Kabb-Effron is a certified elder law attorney by the National Elder Law Foundation and is recognized as a specialist by the State of Ohio Supreme Court. She has more than eight years of experience in representing elderly and disabled clients on eligibility issues involving Medicaid and other public assistance programs. Ms. Kabb-Effron has been practicing life care planning since 2006 and is currently the vice president of the Life Care Planning Law Firms Association. She is the immediate past-president of the Ohio Chapter of the National Academy of Elder Law Attorneys and has been an active member of the National Academy of Elder Law Attorneys on numerous national committees. Ms. Kabb-Effron is a member of the Ohio State and Cleveland bar associations. She recently chaired and was a presenter at the Cleveland Bar Association's elder law CLE and is a frequent speaker for other professional and community groups on elder law issues. Ms. Kabb-Effron earned her B.A. degree, with honors, from the University of Cincinnati and her J.D. degree, cum laude, from the Cleveland-Marshall College of Law.

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Phone: 866-240-1890

Email: credit@nbi-sems.com