Agenda / Content Covered

1. Qualifying for Medicaid: Eligibility Criteria
   9:00 - 10:00, Lisha A. Prater Seery
   1. Top Misconceptions on What Medicaid and Medicare Cover
   2. Who Actually Needs Medicaid?
   3. Quality of Care and Patient Protections Concerns
   4. Is it Too Late to Plan for Medicaid Once You're in the Nursing Home?
   5. Medicaid Criteria
      1. Medical Eligibility
      2. Resource Eligibility
      3. Income Eligibility
      4. The Lookback Rule
      5. The Gifting Rule
   6. Transfer Eligibility
   7. Myths About Medicaid Estate Recovery
2. Planning Ahead: Gifts, Exempt Purchases and Asset Transfers
   10:15 - 11:00, Lisha A. Prater Seery
   1. Purchasing Excluded Assets
   2. Converting to Excluded Assets
   3. Prepaying for Services, Expenses, Taxes
   4. What Counts as a Gift for Purposes of Medicaid Planning?
   5. Qualifying Asset Transfers
   6. Transferring Real Property Without Jeopardizing Medicaid Eligibility
   7. Private Annuities and Promissory Notes
   8. Treatment of IRAs and Retirement Accounts
3. Medicaid Qualifying Income Trusts
   11:00 - 11:45, Lisha A. Prater Seery
   1. When to Use Income-Only Trusts
   2. Can Self-Settled Trusts Harm Medicaid Eligibility?
   3. Taxation of Medicaid Qualifying Trusts
   4. Drafting Key Trust Provisions (With a Review of a Sample Trust)
   5. Are IOTs Subject to Medicaid Estate Recovery?
   6. Funding the Trust
4. Special Needs Trusts: Protecting Benefits While Providing for Beneficiary Expenses
   12:45 - 1:45, Sativa Boatman-Sloan
   1. SNTs vs. ABLE Accounts: Estate Recovery and Other Considerations
   2. First-Party vs. Third-Party SNTs: Which One to Use?
   3. Which Assets to Use for Funding the Trust
   4. Choosing the Right Trustee
   5. Drafting Key SNT Provisions (With Sample Trust Language)
5. Ensuring Spousal Protections
   1:45 - 2:30, Sativa Boatman-Sloan
   1. Maximizing Monthly Maintenance Need Allowance for Community Spouse
   2. Community Spouse Resource Allowance and CSRA Appeal
   3. Using Homestead Exceptions
   4. Obtaining Hardship Waivers
   5. Is Divorce a Prudent Option?
6. Asset Transfers in Crisis Planning
   2:45 - 3:30, Sativa Boatman-Sloan
   1. Using Asset Purchases and Asset Conversions from Countable to Excluded
   2. Asset Transfers and the Reverse Half-Loaf Method
   3. Crafting Caregiver Agreements Between Parent and Child
   4. Residence Transfer Options
   5. Calculating and Contesting the Penalty Period
   6. Dealing with Partial Months of Ineligibility
   7. What to Do with Unexpected Cash Inflows
7. Maintaining an Ethical Practice
   3:30 - 4:30, Sativa Boatman-Sloan
   1. Who is the Client?
   2. Avoiding Conflicts of Interest When Representing Couples
   3. Setting Reasonable Attorney Fees
   4. Guarding Confidentiality
   5. Verifying Client Capacity
   6. Dealing with Third Parties: Who's Present and Talking in Meetings with Clients?
   7. Scope of Representation
   8. Client with a Disability: What are Your Duties?

Accreditation Details:

SATIVA BOATMAN-SLOAN is owner of the Law Office of Sativa Boatman-Sloan, LLC, and 417 Elder Law. Her practices focus on estate planning and probate administration, as well as elder, real estate and business law. Ms. Boatman-Sloan is a member of the Greene County Estate Planning Council, National Academy of Elder Law Attorneys, the Junior League of Springfield, and Business Network International. She is a member of the Probate and Trust committees of The Missouri Bar and the Springfield Metropolitan Bar Association. Ms. Boatman-Sloan earned her B.A. degree, cum laude, from Truman State University and her J.D. degree from St. Louis University School of Law.

LISHA A. PRATER SEERY is a sole practitioner in the law firm of Lisha Prater Seery, LLC, where she focuses her practice in family law, estate planning, business succession planning, elder law, probate, guardianships, and family law mediation. She earned her B.S. degree from Drury University, and her J.D. degree at the University of Missouri-Columbia. Ms. Prater Seery is a frequent lecturer and author on various areas of her practice. She is a certified mediator with advanced training in high conflict divorces, and has received training as a divorce financial analyst. Additionally, Ms. Prater Seery has been a certified guardian ad litem since 2000. She has previously served as an adjunct professor in federal tax at Drury University, and as an adjunct professor in negotiation at Missouri State-Springfield. Ms. Prater Seery is frequently involved in the 40-hour mediation training offered by Missouri State University's Dispute Resolution Department. She is a recipient of the Fred L. Howard Prize for Excellence in appellate advocacy and was designated a Super Lawyer in family law in 2009 by Missouri & Kansas Super Lawyers. Ms. Prater Seery is a member of The Missouri Bar (Family, Elder Law and Estate Planning committees) and the American Bar Association (Family Law and Real Property, Trusts and Estates sections). She is a founding member and past officer of the Missouri Chapter of the Association of Family and Conciliation Courts; and is the founder of the Family Conflict Resolution Center in Springfield, Missouri, a non-profit organization providing low-cost mediation and parent education to low-income litigants.