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. Medicaid Eligibility Requirements, Benefits and Application Process
3. Coordination of Benefits With Medicare and Other Insurance Coverage
4. Planning Tips and Traps Post DRA – Part 1
5. Planning Tips and Traps Post DRA – Part 2
6. Medicaid Estate Recovery

1. State and Federal Medicaid Laws Update
   9:00 - 9:45, Daniel P. Seink
   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. Medicaid Eligibility Requirements, Benefits and Application Process
   9:45 - 11:15, Daniel P. Seink
   1. What are the Financial Criteria, How are They Computed? (What Counts as Income and Resources?)
   2. Exceptions for Eligibility Regardless of Financial Condition (i.e., TEFRA)
   3. What Aspects of Eligibility Criteria are Standard Nationwide and Which Vary by State?
   4. What are the Benefits Under the Different Types of Medicaid? (What Medical Treatment Does Medicaid Cover?)
   5. Medicaid Fraud - What Not to Do
   6. Streamlining the Application Process
3. Coordination of Benefits With Medicare and Other Insurance Coverage
   11:30 - 12:15, James C. Bates
   1. Medicare Set-Asides
   2. Veteran's Benefits
   3. SSI
   4. QMB/SLMB
   5. Other Public Benefits
4. Planning Tips and Traps Post DRA – Part 1
   1:15 - 2:30, Margaret H. Kreiner
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. Planning Tips and Traps Post DRA – Part 2
   2:45 - 3:45, Margaret H. Kreiner
   1. Gifting
   2. Primary Residence, the Valuable House Rule and Income Producing Property
   3. Vehicles
   4. Personal Services Contracts
   5. Promissory Notes, Loans, and Mortgages
   6. Life Estates
   7. Continuing Care Community Fees and Requirement to Spend Down
   8. Strategies for Married Couples
   9. Undue Hardship Waivers
6. Medicaid Estate Recovery
   3:45 - 4:30, James C. Bates
   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

JAMES C. BATES is a partner in the Medina law firm of Bates & Perry Co., LPA. 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. He earned his B.A. degree from Miami University and his J.D. degree from the University of Akron School of Law.

MARGARET H. KREINER is an attorney in Cuyahoga Falls, where she concentrates her 26 years of practice in the field of elder law, including the areas of probate, wills, trusts, living wills and durable powers of attorney for health care, Medicare, Medicaid, estate planning and guardianships. Ms. Kreiner is a Certified Elder Law Attorney by the National Elder Law Foundation. She is the author of the book Ohio Elder Law; part of Baldwin's Ohio Handbook Series published by West and also has written articles on elder law issues that have been published by several magazines and bar associations. Ms. Kreiner is a member of the Akron, Ohio State and American bar associations, and The Florida Bar, and the National Academy of Elder Law Attorneys, including the Ohio NAELA Chapter. She earned her B.S. degree from Kent State University, and her M.B.A. and J.D. degrees from the University of Akron.

DANIEL P. SEINK is the founder and managing partner of Daniel P. Seink Co. Ltd. Mr. Seink is certified as an Elder Law Attorney by the National Elder Law Foundation, which is the only certification accredited by the American Bar Association and the Supreme Court of Ohio Commission on Certification of Attorneys as Specialists. He devotes his practice primarily to those issues uniquely affecting the elderly, the disabled and their families. Mr. Seink is the contributing editor to the Elder Law Handbook published by the Ohio State Bar Association. He is a member of the National Academy of Elder Law Attorneys, and serves as a Board Member of the Ohio Chapter of NAELA. Mr. Seink also is a member the Estate Planning, Trust and Probate Section of the Ohio State Bar Association, and is a Sub-Committee Chair of the Elder Law Committee for the Ohio State Bar Association. He volunteers as a speaker for the Alzheimer's Association and is a frequent lecturer to legal, financial, health and tax professionals. Mr. Seink earned his B.A. degree from John Carroll University, and his J.D. degree, with honors, from Cleveland-Marshall College of Law.

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