Live Seminar

Medicaid Lookback Rules and Planning

Seminar

Date:

Monday, April 30, 2018

Time:

9:00 AM - 4:30 PM

Product ID#:

78754ER

Location:

Embassy Suites Indianapolis North

3912 Vincennes Road

Indianapolis, IN 46268

$359.00

$349 / Each Additional

Registration Includes Course Book

Credit Information

Continuing Legal Education

  • IN CLE - 6.00

CPE for Accountants

  • CPE for Accountants/NASBA - 7.00

Other

  • Financial Planners - 7.00

Program Description

Make Certain Your Clients' Long Term Care Needs Are Met

The requirements for Medicaid eligibility are strict, and protective planning is tricky. How does your understanding of Medicaid planning stack up? Join us at this focused seminar to get the answers you need about this complex area of practice. Register today!

  • Determine which assets are countable and how they can be converted.
  • Learn what the income eligibility requirements are.
  • Establish exactly what limitations are placed on asset transfers.
  • Protect your clients' interests by knowing what's exempt and what's not.
  • Deepen your knowledge of transfer penalty provisions.
  • Learn to effectively use trusts to plan for Medicaid without interfering with the overall estate plan.

Who Should Attend

This intermediate level program addresses key questions involved in elder planning and is designed for attorneys. It will also benefit accountants, estate and financial planners, life care planners, and paralegals.

Course Content

  1. The Lookback Period and Qualifying Asset Transfers Rule
  2. Asset Conversion From Non-Exempt to Exempt
  3. Irrevocable Trusts in Medicaid Planning
  4. Penalty Period for Improper Transfers
  5. Legal Ethics

Continuing Education Credit

Continuing Legal Education – CLE: 6.00 *

Financial Planners – Financial Planners: 7.00

National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 7.00 *


* denotes specialty credits

Agenda / Content Covered

  1. THE LOOKBACK PERIOD AND QUALIFYING ASSET TRANSFERS RULE
    9:00 - 10:15, Written by April S. Grunden in Ft. Wayne and Jayme E. Donnelson in Indianapolis. Presented by Leah C. Good in Fort Wayne, Jayme E. Donnelson in Indianapolis and Russell D. Millbranth in Merrillville.
    1. The Lookback Rule
    2. Gifts
    3. Intrafamily Loans
    4. Marital Deductions and Exceptions
    5. Reverse Half-Loaf with Medicaid-Compliant Annuity - Is it Still a Valid Approach?
    6. Transferring Real Property
  2. ASSET CONVERSION FROM NON-EXEMPT TO EXEMPT
    10:30 - 11:45, Written and presented by Jayme E. Donnelson in Ft. Wayne and Indianapolis, and Rick C. Gikas in Merrillville.
    1. Loan Repayment
    2. Exempt Asset Purchases
    3. Other Asset Conversion Techniques
  3. IRREVOCABLE TRUSTS IN MEDICAID PLANNING
    12:45 - 2:00, Written and presented by Jayme E. Donnelson in Ft. Wayne and Indianapolis, and Connie L. Bauswell in Merrillville.
  4. PENALTY PERIOD FOR IMPROPER TRANSFERS
    2:15 - 3:30, Written and presented by Connie L. Bauswell in Merrillville and Miranda R. Richard in Indianapolis. Presented by Jayme E. Donnelson in Ft. Wayne.
    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
  5. LEGAL ETHICS
    3:30 - 4:30, Written and presented by J. Bryan Nugen in Ft. Wayne and Rick C. Gikas in Merrillville. Presented by Miranda R. Richard in Indianapolis.
    1. Attorney Fees and Engagement Agreements
    2. Effective and Ethical Client Communication
    3. Protecting Client Confidentiality
    4. Conflicts of Interest When Representing Couples

CONNIE L. BAUSWELL practices law at the Law Office of Connie L. Bauswell, which has offices in Valparaiso and Schererville, in the areas of elder law, estate planning and administration, veterans' benefits and special needs planning. She is a frequent speaker on estate planning and elder law topics. Ms. Bauswell is a member of the National Academy of Elder Law Attorneys (NAELA), the Indiana Chapter of NAELA (Board of Directors and president, 2013-2014), the Indiana State Bar Association (member, Elder Law Section and Probate, Trust and Real Property Section), Lake County Bar Association, Port County Triad, is a charter member of ElderCounsel, National Elder Law Foundation (Board of Directors starting June 2014), and a member of Special Needs Alliance, an invitation-only national network of lawyers dedicated to disability and public benefits law. She is a graduate of the Veterans Benefits Institute. Ms. Bauswell is certified as an elder law attorney by the National Elder Law Foundation. Ms. Bauswell received her B.A. degree, magna cum laude, from the University of Dallas; earned her J.D. degree from Indiana University School of Law, Bloomington; and her LL.M. degree in elder law, with distinction, from Stetson University College of Law. (Merrillville location)

JAYME E. DONNELSON is an attorney at Hess Hess & Donnelson, LLP, where she concentrates her practice in estate and long-term care planning. She is also a VA accredited attorney. Ms. Donnelson practices law in the areas of elder law, probate law, guardianships, estate planning, estate recovery, and estate and trust administration with a focus on asset preservation. She also devotes a significant portion of her practice to assisting clients with eligibility for veterans' and Medicaid benefits. Ms. Donnelson is admitted to practice in the Indiana Supreme and Appellate courts, as well as the U.S. District Court for the Southern and Northern districts of Indiana. She is a member of the national and state chapters of the National Academy of Elder Law Attorneys, ElderCounsel, and the Indiana State Bar Association (Probate, Trust & Real Property and Elder Law sections). Ms. Donnelson also serves on the Board of Directors for Meals on Wheels in Hamilton County. Ms. Donnelson earned her B.S. degree from Indiana University and her J.D. degree from Indiana University, Robert H. McKinney School of Law. (Fort Wayne and Indianapolis locations)

RICK C. GIKAS is a sole practitioner in Merrillville, Indiana, where he has concentrated in the areas of Social Security, personal injury, workers' compensation, and estate law for more than 30 years. He is a member of the Indiana State Bar Association and the Lake County Bar Association, and serves as hearing officer for the Merrillville, Indiana Unsafe Building Authority. Mr. Gikas earned his B.A. degree from Indiana University and his J.D. degree from Valparaiso University School of Law. (Merrillville location)

LEAH C. GOOD is a partner at Troyer & Good, PC, in Fort Wayne. Her practice is focused on estate planning, estate administration, guardianship, and Medicaid. Ms. Good received her B.S. degree from Indiana University-Bloomington and her J.D. degree, magna cum laude, from Thomas M. Cooley Law School. She is admitted to the Indiana State Bar Association and the State Bar of Michigan and is a member of the Allen County Bar Association, the Fort Wayne Estate Planning Council, and the Planned Giving Council of Northeast Indiana. (Fort Wayne location)

RUSSELL D. MILLBRANTH is a partner with Millbranth & Bush, where he concentrates his practice in corporate law, entity development, contract negotiations, elder law, and estate planning and administration. He earned his B.A. degree from Indiana University, his master's degree from the College of William & Mary and his J.D. degree from Indiana University School of Law in Bloomington. Mr. Millbranth is a member of the Indiana State Bar Association. (Merrillville location)

J. BRYAN NUGEN is an attorney with a private practice located in Auburn, DeKalb County, Indiana. Mr. Nugen is licensed to practice law in Indiana, Ohio, Michigan and Florida, with clients in all four states. He is also licensed to practice before both the federal courts of the Northern and Southern districts of Indiana. Mr. Nugen is a registered mediator in the state of Indiana. He graduated from Indiana University with a B.A. degree in psychology. After graduation, he attended Cleveland-Marshall College of Law, where he earned his J.D. degree. Mr. Nugen is also the founder and owner of TrueCare. TrueCare is a personal services agency, licensed with the Indiana Department of Health, which services senior clients within five Northeast Indiana counties. (Fort Wayne location)

MIRANDA R. RICHARD is an attorney at Dillman Law Group, where she leads the firm’s Medicaid team and handles asset and income analysis for Medicaid pre-planning and crisis cases, Medicaid applications, and Medicaid appeal hearings. Ms. Richard assesses clients for both traditional nursing home Medicaid and Medicaid waiver. She has attended many FSSA administrative hearings arguing a wide variety of subjects for her clients. Before becoming a member of Dillman Law Group, Ms. Richard was a deputy prosecutor in Hendricks County where she gained litigation experience which lends itself to both Medicaid application presentations and the appeal process. She remains constantly mindful of securing a thorough and powerful record during the case in chief in preparation for any needed future appeals. Ms. Richard earned her B.S. degree from Indiana University and J.D. degree from Indiana University Maurer School of Law. (Indianapolis location)

 

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

Accreditation Details:

Continuing Legal Education

IN CLE: 6.00 Includes - Ethics: 1.00
This course has been approved by the Indiana Supreme Court Office of Admissions & Continuing Education. Participating attorneys are eligible to receive up to 6.0 hours of CLE credit, which includes 1.0 hour of ethics. Newly admitted attorneys may receive 6.0 hours of new attorney CLE.


Financial Planners

N CF: 7.00
This program has been accepted by the Certified Financial Planner Board of Standards Inc. and qualifies for 7.0 hours of CE credit for CFP® Certificants. The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) and CFP® (with flame design) in the US, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Upon completion of this course, attendee will be able to: 1. Recall the lookback requirement built into Medicaid eligibility. 2. List three types of exempt assets. 3. Explain how irrevocable trusts fit into Medicaid planning. 4. Define "penalty period for improper transfers." 5. Distinguish between ethical and unethical practices.

National Association of State Boards of Accountancy

N NAS: 7.00 Includes - Administrative Practice: 6.00
NBI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This program is designed to qualify for 7.0 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint and refund, please contact our offices at (800) 930-6182.

This is an intermediate level program presented in a group live setting. Accountants should have a basic understanding of Medicaid eligibility and planning. This course will: 1. Recall the lookback requirement built into Medicaid eligibility. 2. List three types of exempt assets. 3. Explain how irrevocable trusts fit into Medicaid planning. 4. Distinguish between ethical and unethical practices. 5. Define "penalty period for improper transfers." Field(s) of Study -- Administrative Practice.

Can't Attend?
Purchase the Recording.

Questions


How To Order

Web: Order Now
Call: 800.930.6182
Fax: 715.835.1405
Mail: NBI
P.O. Box 3067
Eau Claire, WI 54702