Elder law and disability practice is fraught with procedural complexities and intricate document details. Our experienced faculty will tackle the toughest aspects of Medicaid and SSD/SSI law to enhance your ability to ensure your clients receive the benefits they need. This invaluable guide takes a multi-disciplinary approach to examine how various benefits interact and affect the financial stability of the recipient. Gain practical tips for Medicaid and Medicare hearings and appeals and find out how the courts have been shaping the practice. Order today!

1. Complex Issues in Medicaid
2. Overcoming Challenges in Medicare Planning
3. Social Security Disability and Supplemental Security Income
4. Ethical Considerations
5. Interplay of Government Benefits and Injury Settlements

Complex Issues in Medicaid
9:00 - 10:30, Shelley D. Coelho

• Living with DRA, ARRA and Other Legislative Changes
• Medicaid Premiums and Cost-Sharing Rule
• Hearing Strategies
• Appeals
• When a Client's Need for Long-Term Care Increases
• Estate Recovery and Undue Hardship Waivers

  Overcoming Challenges in Medicare Planning
10:45 - 11:45, Linda K. Fisher

• PPACA and Other Legislative and Case Law Updates
• Hearing Strategies
• Exceptions and Appeals

  Social Security Disability and Supplemental Security Income
12:45 - 2:00, Stephen P. Maguire

• State and Federal Regulatory and Case Law Update
• Res Judicata and Re-Opening Old Applications
• Dating the Injury
• Determining and Proving Degree of Functional Capacity
• Maximizing Vocational Testimony in Direct and Cross-Examination
• The Effect of SSD/SSI Back Benefits Receipt on Medicaid Eligibility
• POMS (Programs Operations Manual System)
• SSI Appeals
• SSD Appeals
• Special Considerations for Widows and Disabled Adult Children
• When the Client Fails to Follow Prescribed Medical Treatment
• How Divorce Affects Public Benefits

  Ethical Considerations
2:00 - 3:00, Stephen P. Maguire

• Clients with Diminished Mental Capacity
• Conflicts of Interest When Working with Couples
• Confidentiality
• Managing Family Conflicts
• Disclosure of Evidence Unfavorable to Your Client  

Interplay of Government Benefits and Injury Settlements
3:15 - 4:30, Linda K. Fisher

• Medicare Secondary Payer Act
• Medicare Set-Asides
• Who Gets Paid First: Workers' Comp or Social Security Attorney?
• Structuring Benefits Distributions Not to Interfere with any Other Cash Inflow
• Special Needs Trusts (Forms, Administration, Closing)
• Income Only Trusts (Forms, Administration, Closing)
• Preventing and Fixing Transfers without Fair Consideration

SHELLEY D. COELHO is an attorney at Thomas P. Crotty & Associates, PLLC. Ms. Coelho is an adjunct professor with Quincy College, where she teaches students enrolled in the Paralegal Studies Program. She has lectured with the Boston Tax Institute, Massachusetts Continuing Legal Education, the Massachusetts Bar Association, the New Bedford Economic Development Council, and the Arts and Business Council of Greater Boston. Ms. Coelho is a member of the National Academy of Elder Law Attorneys and is an accredited attorney with the Department of Veterans Affairs. She is a graduate of the University of Florida School of Law Graduate Tax Program (LL.M. degree in taxation), where she was an editor of The Florida Tax Review. Ms. Coelho received her J.D. degree, magna cum laude, from the North Carolina Central University School of Law, where she was a North Carolina Law Scholar and a member of The North Carolina Central Law Journal.

LINDA K. FISHER is a sole practitioner with the Law Office of Linda K. Fisher in Norwood, Massachusetts. Her main areas of practice are estate planning; probate and trust administration; business formations; tax planning for closely held businesses, partnerships and joint ventures, publicly held companies, and tax-exempt entities; tax dispute resolutions; and bankruptcy and workouts. Ms. Fisher also counsels clients on estate planning matters and prepares customized estate planning documents to carry out clients' individual wishes in a tax-efficient manner. She is member of the Massachusetts Bar Association; National Academy of Elder Law Attorneys, Inc. (NAELA); American Bankruptcy Institute (ABI); National Association of Consumer Bankruptcy Attorneys (NACBA); and Rotary International. Ms. Fisher is currently serving as the vice president of the Rotary Club of Norwood. She is admitted to practice in the following federal courts: U.S. Tax Court, U.S. District Court for the District of Massachusetts, and the U.S. Bankruptcy Court. Ms. Fisher earned her A. B. degree, summa cum laude, from Wheaton College; her M.B.A. degree from George Washington University; her LL.M. degree from Boston University School of Law; and her J.D. degree, cum laude, from Columbus School of Law.

STEPHEN P. MAGUIRE is a sole practitioner in Cranston, Rhode Island. His main areas of practice are Social Security, disability and Social Security claims. Mr. Maguire also has experience in plaintiff and defense personal injury. He is a member of the National Organization of Social Security Claimants Representatives, Rhode Island Association for Justice, American Association of Justice and Rhode Island Bar Association. Mr. Maguire earned his B.A. degree from the University of Rhode Island and his J.D. degree from Roger Williams University School of Law.

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