Agenda / Content Covered

1. THE LOOKBACK PERIOD AND QUALIFYING ASSET TRANSFERS RULE
   9:00 - 10:15, Julia K. Price
   
   1. The Lookback Rule
   2. Gifts
   3. Intrafamily Loans
   4. Calculations for Single Applicants Versus Married Applicants
   5. Reverse Half-Loaf with Medicaid-Compliant Annuity
   6. Transferring Real Property
2. PENALTY PERIOD FOR IMPROPER TRANSFERS
   10:30 - 11:45, Julia K. Price
   
   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
3. ASSET CONVERSION FROM NON-EXEMPT TO EXEMPT
   12:45 - 2:00, Julia K. Price
   
   1. Loan Repayment
   2. Exempt Asset Purchases
   3. Other Asset Conversion Techniques
4. IRREVOCABLE TRUSTS IN MEDICAID PLANNING
   2:15 - 3:30, Bailey Schiermeyer
   
5. LEGAL ETHICS
   3:30 - 4:30, Bailey Schiermeyer
   
   1. Attorney Fees and Engagement Agreements
   2. Effective and Ethical Client Communication
   3. Protecting Client Confidentiality
   4. Conflicts of Interest When Representing Couples

JULIA K. PRICE is an attorney with Elder Law of East Tennessee, working closely with clients and families who are facing imminent care transitions and may be worried about how to find and pay for needed care. She is a member of the Tennessee and East Tennessee Lawyers’ Association for Women, National Association of Elder Law Attorneys, Knoxville and Tennessee bar associations, and is VA accredited. Ms. Price received her bachelor’s degree in political science and history from Agnes Scott College and her Juris Doctorate degree from Tulane University Law School.

BAILEY SCHIERMEYER is an attorney with Elder Law of East Tennessee. She assists elders, individuals with disabilities, and their families with planning for the legal and financial challenges of aging and long-term care situations. Ms. Schiermeyer advises clients on strategies for dealing with current crises and planning to avoid crisis situations in the future. In addition to assisting clients with issues of aging and disability, she also handles estate administration or probate cases. Ms. Schiermeyer is a member of the Tennessee Bar Association; the Knoxville Bar Association Law Firm Technology Committee; the Knoxville Bar Association, Barristers, Young Lawyers Division; the National Academy of Elder Law Attorneys; and is VA accredited. Ms. Schiermeyer received her B.S degree from Tennessee Technological University and her J.D. degree from Regent University School of Law.