Agenda / Content Covered

All times are shown in Eastern time.

1. Planning for Incapacity: Delegating Decision-Making
   10:00 - 11:00, Susie McGregor-Huyer
   1. Medical Powers of Attorney
   2. Advance Medical Directives
   3. Financial POAs
2. Medicaid Eligibility Criteria, the Lookback Period and Qualifying Asset Transfers Rule
   11:00 - 11:45, Colleen D. Bratkovich
   1. Medicaid Eligibility
   2. The Lookback Rule
   3. Gifts
   4. Intrafamily Loans
   5. Marital Deductions and Exceptions
   6. Reverse Half-Loaf with Medicaid-Compliant Annuity - Is it Still a Valid Approach?
   7. Transferring Real Property
3. Asset Conversion and Trust-Based Medicaid Planning
   12:00 - 1:00, Colleen D. Bratkovich
   1. Loan Repayment
   2. Exempt Asset Purchases
   3. Other Asset Conversion Techniques
   4. Irrevocable Trusts in Medicaid Planning
4. Determining Appropriate Level of Care and Options
   1:00 - 1:45, Susie McGregor-Huyer
   1. Assessing Needs: ADL and Medical Support
   2. Levels of Care: Nursing Home, Assisted Living, In-Home Care
   3. What You Need to Know About the Licensing and Regulation of Nursing Facilities
   4. Regulatory Oversight/Inspections/Reviews
   5. Hospital Discharge Planning Basics
   6. Useful Resources for Evaluating Facilities
   7. What to Do with the Ongoing Caregiver Agreements
5. Medicaid Penalty Period for Improper Transfers
   2:15 - 2:45, Susie McGregor-Huyer
   1. Calculating the Penalty Period
   2. Preventing the Penalty Period
   3. Handling Unexpected Income to Protect Eligibility
   4. Partial Months of Ineligibility
   5. Monthly Maintenance Need Allowance (MMMNA) for Community Spouse
6. Resident Rights and Quality of Care Issues
   3:00 - 4:00, Stacey L. Janssen
   1. Coronavirus Pandemic Effect on the Nursing Home Practices and Industry
   2. Addressing the Facility's Past Complaints, Discipline, Litigation
   3. Practical Tips for Common Disputes
7. Legal Ethics
   4:00 - 5:00, Stacey L. Janssen
   1. Attorney Fees and Engagement Agreements
   2. Effective and Ethical Client Communication
   3. Protecting Client Confidentiality
   4. Conflicts of Interest When Representing Couples

Accreditation Details:

COLLEEN D. BRATKOVICH is an attorney at Zacharia Brown and practices in the areas of Medicaid planning and eligibility, veterans' benefits, and related estate planning and estate administration issues. She is admitted to practice law in the Commonwealth of Pennsylvania and before the Pennsylvania Supreme Court. Ms. Bratkovich is also accredited by the Veteran's Administration to represent veterans in their claims before the department. She earned her undergraduate degree from the Pennsylvania State University and her law degree from Duquesne University. Ms. Bratkovich is a member of NAELA and PAELA.

STACEY L. JANSSEN is of counsel with Sandberg, Phoenix & von Gontard P.C., practicing in the areas of estate planning, probate administration, fiduciary litigation, elder and disability law, in both Kansas and Missouri. Ms. Janssen co-founded the Kansas Elder Law Hotline, which continues to serve thousands in Kansas and their families yearly. She served as an intern supervisor and guest lecturer for the University of Kansas Elder Law Clinic and was a co-author of the adult care homes chapter of the Kansas Bar Association's Long-Term Care Handbook. Ms. Janssen is a frequent speaker at community and continuing legal education event speaking on the topics of estate planning, Medicaid, patient rights and ethics. She is a member of the Estate Planning Society of Kansas City, Johnson County Bar Association (Board of Directors and chair of the Probate Bench Bar Committee), the Kansas Bar Association (Elder and Disability Issues and Legal Aid committees), The Missouri Bar, the Kansas Women Attorneys Association, the Kansas City Metropolitan Bar Association, the National Academy of the Elder Law Attorneys and a founding member and officer in the Kansas Chapter of the National Academy of Elder Law Attorneys. Ms. Janssen earned her B.A. degree from the University of Kansas and her J.D. degree from the University of Kansas.

SUSIE McGREGOR-HUYER, R.N., M.S.N., is the founder and principal of Medical Damages, based in St. Paul, Minnesota. Medical Damages is a life care planning and nurse consulting business designed to assist attorneys and insurance companies in looking both forward and backward in medically related cases in the areas of personal injury, workers' compensation and medical malpractice. Ms. McGregor has both her bachelor's and master's degrees in nursing. Post graduate educational experience includes legal nurse consulting, forensic nursing, Medicare set asides, nurselife care planning, geriatrics and case management. Ms. McGregor also has experience as a paramedic, emergency and critical care nursing, and is currently clinically active in hospice and assisted living/memory care. Affiliations include American Association of Nurse Life Care Planners, International Association of Rehabilitation Professionals, Juris Education, Research and Knowledge, and PATH International. She is a frequent lecturer to paralegals and attorneys in the areas of nursing, medical records analysis and ethics.