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1. Fundamentals of Qualifying for Medicaid
2. Understanding Transfers of Assets
3. Protecting Assets Under the Defecit Reduction Act

1. FUNDAMENTALS OF QUALIFYING FOR MEDICAID
   8:45 - 9:45, Timothy P. Jarvis
1. Medical Necessity
2. Income Eligibility
3. Resource Eligibility
4. Where Medicare Stops and Medicaid Begins
2. UNDERSTANDING TRANSFERS OF ASSETS
   9:45 - 10:45, Timothy P. Jarvis
1. What is Transferable
2. Limitations on Transfer of Assets
3. Exemptions
4. Transfer Strategies After DRA
5. Transfer Penalty Provisions
3. PROTECTING ASSETS UNDER THE DEFECIT REDUCTION ACT
   11:00 - 12:00, Timothy P. Jarvis
   1. State Implementation and Interpretation of the DRA
   2. Higher Income Applicants
   3. Fair Market Value
   4. Protecting the Effort and Resources of Relative Caregivers
   5. Protecting Dependants
   6. Long-Term Care Insurance
   7. Other Techniques

TIMOTHY P. JARVIS is the principal of the Jarvis Law Office, LLC, in Lancaster. Mr. Jarvis focuses his practice on elder law and estate planning. In addition to being an attorney he is a Certified Financial Planner. Mr. Jarvis was previously an adjunct professor at Xavier University where he taught investment classes in the Certified Financial Planner program. He is a member of the National Academy of Elder Law Attorneys, the Life Care Planning Law Firms Association and the Ohio State Bar Association. Mr. Jarvis earned his B.B.A. degree from Ohio University and his J.D. degree from the Salmon P. Chase College of Law , Northern Kentucky University.

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