Barbara and Bill have been married for 40 years. Bill is a Korean War veteran. He starts developing a mild stage of Alzheimer's. Their son fell off a ladder and broke his back and now receives disability benefits. Their daughter has never worked a day in her life because she has a bipolar disorder. How does Barbara get Bill the best long-term care? What is the difference between the benefits their son and daughter receive? What does their home care provider need to know?

In public benefits practice, every day is a bar exam. Can you take the “ball of yarn” jumbled facts of real-life cases and pull out the important issues? Let our distinguished practitioners walk you through the maze of government benefits and show you the traps you can easily avoid. Enhance your expertise – order today!

1. Common Public Benefit Programs – Overview of Coverage and Eligibility
2. Medical Assistance in Detail
3. Appeals Process
4. Medicaid/Medicare Issues for Health and Long-Term Care Providers
5. Veterans' Benefits
6. Liens on Personal Injury Recoveries
7. Ethical Issues in Benefit Planning
8. Putting it All Together – Panel Discussion With Common Scenarios

Common Public Benefit Programs – Overview of Coverage and Eligibility
9:00 -9:45, Mary E. Whitaker

• Social Security "Entitlements" – Retirement, Disability, Dependent and Survivor Benefits
• Medicare Health Insurance – Part A, Part B, Part C, Part D
• Supplemental Security Income
• Federal Housing Assistance
• State Programs

Medical Assistance in Detail
9:45 - 10:45, Mary E. Whitaker

• Nursing Home Medicaid – A Crash Course for the Uninitiated!
• Medicaid Home and Community Care Waiver Programs (Choices for Independence)
• For the Elderly and Chronically Ill
• For the Developmentally Disabled
• For Individuals With Acquired Brain Disorders
• Medically Needy Eligibility ("In and Out" Medicaid)
• For Employed Adults With Disabilities

Appeals Process
11:00 -11:45, Karl D. Warden

• Medicare Appeals and Grievances
• The Original Medicare Plan
• Managed Care Plans
• Prescription Drug Plans
• Medicaid Appeals

Medicaid/Medicare Issues for Health and Long-Term Care Providers
12:45 - 1:30, Henry D. Fincher

• The “Stay at Home” Trend in Long-Term Care
• The Anti-Fraud Initiatives of Recent Legislation in the Medicaid Program
• Disclosure Requirements and Current and Likely State Provider Audit Initiatives
• Other Medicaid Initiatives Toward Providers to Respond to Constricting Budgets, Including Medicaid Managed Care Initiatives
• Current Federal Regulatory Initiatives Against States and Their Potential Impact on the Provider Community
• Recent and Future Changes in Medicaid/Medicare Reimbursement for Health Care Providers

Veterans' Benefits
1:30 - 2:00, Henry D. Fincher

• Health Care
• Pensions
• State Veterans' Council
• Long-Term Care for Veterans
• Qualifications, Application and Appeals

Liens on Personal Injury Recoveries
2:15 - 3:00, Henry D. Fincher

• Medicare and Medicaid Liens and Set Asides
• Defenses to Medicare and Medicaid Liens After Ahlborn
• Workers' Compensation Liens and Defenses
• Health Insurance Liens and Defenses
• Structuring Settlements to Minimize Lien Liability (Including Special Needs Trusts)

Ethical Issues in Benefit Planning
3:00 - 4:00, Karl D. Warden

• "Do no Harm" – Benefits Competency in Various Practice Areas
• Avoiding Potential Fraud and Abuse Issues
• Public Policy Concerns

Putting it All Together – Panel Discussion With Common Scenarios
4:00 - 4:30, Henry D. Fincher, Karl D. Warden and Mary E. Whitaker

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. He is a member of the National Academy of Elder Law Attorneys and the Cookeville, Tennessee and American bar associations. Mr. Fincher earned his B.A. degree, with highest honors, from the University of Tennessee-Knoxville and J.D. degree from Harvard Law School.

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.

MARY E. WHITAKER currently serves as compliance officer for the Memphis Jewish Home and Rehabilitation Center. Her previous experience includes serving as in-house counsel for twenty years at the Regional Medical Center at Memphis, where she was responsible for legal affairs, risk/claims management, governmental affairs and compliance. Ms. Whitaker is an adjunct faculty member at the University of Memphis, School of Public Health. She is admitted to practice law in the state of Tennessee. Ms. Whitaker earned her B.A. degree from the University of Mississippi, her M.S.W. degree from the University of Tennessee and her J.D. degree from Memphis State University.

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