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 - 10:15, Stephen A. Lasky

• 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
10:30 - 11:45, Stephen A. Lasky

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

Social Security Disability and Supplemental Security Income
12:45 - 2:00, Paul M. Erspamer

• 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
2:15 - 3:15, Stephen Clubb

• 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, Jeanne E. Welcenbach

• 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

STEPHEN CLUBB is an attorney with Rizzo & Diersen, S.C. His practice areas include guardianship and conservatorship, trusts and estates, probate, general practice and elder law. Mr. Clubb earned his B.A. degree from Cathage College and his J.D. degree from Marquette University. He is a member of the State Bar of Wisconsin, the Kenosha County and American bar associations, and the National Academy of Elder Law Attorneys, Inc.

PAUL M. ERSPAMER is a sole practitioner in Wauwatosa, Wisconsin. His areas of practice include personal injuries, workers compensation claims, Social Security disability and lemon law cases. Mr. Erspamer earned his B.A. degree from Carleton College and his J.D. degree from Marquette University Law School.

STEPHEN A. LASKY is an attorney with Moertl, Wilkins & Campbell, S.C. He focuses his practice in lifetime and estate planning, which includes elder law, probate, wills and trusts, and guardianships. He also counsels clients in the area of real estate. Mr. Lasky earned his undergraduate degree, summa cum laude, from Marquette University. He also graduated from Marquette University Law School. Prior to entering private practice, Mr. Lasky served as judicial clerk to the Honorable Michael J. Dwyer of the Milwaukee County Circuit Court, 1st Judicial District. Mr. Lasky is a member of the American Bar Association, the State Bar Wisconsin (Solo and Small Firm Practice Committee) and the Milwaukee Bar Association.

JEANNE E. WELCENBACH is an attorney with Welcenbach Law Offices S.C., where she practices in the area of personal injury, workers compensation and Social Security. Ms. Welcenbach has previously lectured for the Wisconsin Association for Justice. She earned her B.S. degree from the University of Wisconsin-Madison and her J.D. degree from Marquette University. Ms. Welcenbach is a member of the State Bar of Wisconsin, the Milwaukee Bar Association, the Wisconsin Association for Justice and is a graduate of Gerry Spence Trial Lawyers College.

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