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. Order today!

1. The Eligibility Rules
2. Waiver Programs
3. Ethics
4. Planning Techniques
5. Estate Recovery
6. Appeal Procedure

1. THE ELIGIBILITY RULES
   9:00 - 10:15, Gregory S. French
1. Countable Assets
2. Exempt Assets
3. Treatment of Trusts
4. Transfer Rules
5. CSRA
6. Income Rules
2. WAIVER PROGRAMS
   10:15 - 10:45, Gregory S. French
1. Community Based Medicaid
2. The New Program for Assisted Care
3. ETHICS
   11:00 - 12:00, Gregory S. French
1. Who is Your Client?
2. Who can pay you?
3. Confidentiality
4. Client Capacity
5. Conflicts
6. Multiple Representation
4. PLANNING TECHNIQUES
   1:00 - 2:30, Mark S. Reckman
   1. Use of Exemptions
   2. Proper Transfers
   3. Improper Transfers
   4. Special Needs Trusts
   5. Annuities
   6. "Just Say No" (Uncooperative Spouse)
   7. Care Contract/Occupancy Agreements
   8. Divorce
5. ESTATE RECOVERY
   2:45 - 3:45, Mark S. Reckman
1. Use of Special Counsel
2. Lien Law
3. Definition of Augmented Estate
4. Life Insurance
5. Retirement Accounts
6. Life Estates
6. APPEAL PROCEDURE
   3:45 - 4:30, Mark S. Reckman
   1. Timelines
   2. Burdon of Proof
   3. Appeal Summary
   4. Hearings Options (Face to Face, Phone, Video)
   5. Introduction of Evidence
   6. Prior Review of File

GREGORY S. FRENCH, CELA, has helped older and disabled persons and their families with retirement, estate, special needs, and long-term care planning and problem solving for 34 years. He is a fellow of the National Academy of Elder Law Attorneys (NAELA) and served on the National Elder Law Foundation's Board of Certification when it developed its American Bar Association accredited certification program. Mr. French is vice-president of NAELA and has chaired its Long Range Planning and Program committees. He currently chairs NAELA's Professionalism and Ethics Committee and also serves on NAELA's Public Policy Committee. Mr. French has earned both the NAELA President's Recognition Award and the NAELA UnAward. He helped found and chair the Ohio State Bar Association's Elder Law Committee. Mr. French also served on its special committee on Specialization and is a member of its Council of Delegates. He served on the committee that drafted Ohio's original model advance directives and on the blue ribbon committee to implement the recommendations of the Ohio Legal Needs Study. Mr. French founded the Cincinnati Bar Association's Elder Law Committee and served as its chair for four years. He also has served on the bar association's Ethics Committee.

MARK S. RECKMAN is a partner with the Cincinnati law firm of Wood & Lamping LLP. Mr. Reckman has practiced law since 1979 and has served in every management role at Wood & Lamping LLP, including managing partner. His clientele spans Medicaid, estate planning, real estate, probate and small business. In Mr. Reckman's Medicaid practice, he counsels families facing dementia and long-term health care costs. He writes and lectures extensively on this unique area. Mr. Reckman appears as a guest columnist biweekly on the 55 KRC radio program, Simply Money. In 2006, 2008, 2009 and 2010, he was named as a Super Lawyer for the state of Ohio by Law and Politics magazine. Mr. Reckman also was named a Leading Lawyer by Cincy magazine in 2007 and 2008. He earned his B.A. degree from the University of Vermont and his J.D. degree from the University of Cincinnati College of Law.

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