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. Qualifying Clients for Medicaid and Medicare Benefits
3. Planning Tips and Traps Post DRA
4. Understanding Medicare Parts A Through D, VA Veteran's Benefits and the Impact on Medicaid Benefits
5. Limitations on Medicare, Long-Term Insurance and HMO Coverage
6. The Medicaid Application
7. Medicaid Estate Recovery

1. State and Federal Medicaid Laws Update
   9:00 - 10:00, Michael D. Verble
   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. Qualifying Clients for Medicaid and Medicare Benefits
   10:00 - 10:45, Henry D. Fincher
   1. Requirements for Medicaid
      1. Categorical
      2. Income
      3. Asset
   2. Requirements for Medicare
3. Planning Tips and Traps Post DRA
   11:00 - 12:00, Karl D. Warden
   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. Gifting
   6. Primary Residence, the Valuable House Rule and Income Producing Property
   7. Vehicles
   8. Personal Services Contracts
   9. Promissory Notes, Loans, and Mortgages
   10. Life Estates
   11. Continuing Care Community Fees and Requirement to Spend Down
   12. Strategies for Married Couples
   13. Undue Hardship Waivers
       1. Defining and Demonstrating “Hardship”
       2. Requesting the Waiver
       3. Authority of Facility to Request Hardship Waiver for Resident
       4. Bed Hold Payments
4. Understanding Medicare Parts A Through D, VA Veteran's Benefits and the Impact on Medicaid Benefits
   1:00 - 1:45, Karl D. Warden
1. Who is Covered
2. Coverage Benefits Outlined
3. Medigap Policies: Coverage, Joining, Switching and Dropping
4. Late Enrollment Penalty
5. Help for Low Income Individuals
6. VA Benefits Coverage and Application Procedure
7. Coordinating Benefits
5. Limitations on Medicare, Long-Term Insurance and HMO Coverage
   1:45 - 2:30, Karl D. Warden
   1. Medicare Appeals Process
      1. Redetermination
      2. Reconsideration
      3. ALJ Appeals
      4. Expedited Appeals
   2. Long-Term Care Insurance
      1. Coverage
      2. Coordination with Medicaid Benefits
      3. Health Care Reform and Long Term Care
   3. HMO/Medicare Advantage Plans
      1. Cost Control vs. Coverage
      2. Denial of Services
      3. In-Network Requirements
6. The Medicaid Application Process
   2:45 - 3:45, Michael D. Verble
   1. When and How to File
   2. What to Include
   3. Correcting Faulty Information Submitted in the Application
   4. Obtaining Proof of Application Receipt
   5. How to Keep Track of Progress
   6. When Eligibility Begins
7. Medicaid Estate Recovery
   3:45 - 4:30, Henry D. Fincher
   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

HENRY D. FINCHER is a sole practitioner in Cookeville, Tennessee, focusing on civil trial and elder law matters, including estate administration and contested probate matters. Mr. Fincher is a Certified Elder Law Attorney by the National Elder Law Foundation and is a board-certified civil trial specialist by the National Board of Trial Advocacy. He is a former state representative and a former judge for the City of Monterey, Tennessee. Mr. Fincher has previously lectured for National Business Institute and a variety of groups on elder law issues, and appears regularly as a legal commentator on local television and radio. Mr. Fincher is a member of the National Academy of Elder Law Attorneys and the Cookeville, Tennessee and American bar associations. He earned his B.A. degree, with highest honors, from the University of Tennessee-Knoxville and his J.D. degree from Harvard Law School.

MICHAEL D. VERBLE is a principal with Verble Estate Preservation, LLC. His practice is specialized in the area of legal, financial and case management assessments, estate preservation and Medicaid qualifications. He has been assisting attorneys with their clients' needs throughout Tennessee with Medicaid preservation issues as well as other situations involving their elder clients for many years. Mr. Verble is known for his Medicaid representation throughout Tennessee, Kentucky, Alabama, Georgia and Arkansas. He represents attorney's clients with the Department of Human Services as well as in appeal and fair hearings throughout the state. Mr. Verble earned his education from MTSU in finance and gerontology. He has earned his designation as a Certified Senior Advisor (CSA®), Certified Estate Planner (CEP), Certified Charitable Advisor (CCA), Certified Long Term Care Counselor (CLTC) as well as serving as a hospice advisor for several hospice organizations throughout the state. Mr. Verble also serves as an estate advisor on the education panel with the Alzheimer Association and Mental Health Association of Tennessee. He has written articles for numerous periodicals and produces a monthly column in two area newspapers. Mr. Verble is frequently called upon as a lecturer and keynote speaker to various national professional groups and universities relating to topics of his area of expertise.

KARL D. WARDEN is a member of the law firm of Jackson, Kweller, McKinney, Warden, Lewis & Hayes, in Nashville, where he practices in the areas of elder law, estate planning, business law, business litigation and civil law. He has been practicing law for more than 25 years and has lectured for National Business Institute and other professional groups on matters related to estate planning and elder law. Mr. Warden is an appointed guardian ad litem by the Davidson County Probate Court and is admitted to practice in Tennessee, West Virginia and Georgia. He earned his B.A. degree from Vanderbilt University, his J.D. degree from West Virginia University, and his LL.M. degree from George Washington University. Mr. Warden is a member of the Tennessee Bar Association and the Nashville Bar Association.

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Phone: 866-240-1890

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