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Live Seminar

All-day onsite program
  • February 27, 2018
  • Louisville, KY
  • 8:30 am - 4:30 pm

Medicaid and Elder Law: Representing Clients in a New Legal Landscape

Louisville, KY — February 27, 2018

Learn proven strategies for protecting clients' interests with effective Medicaid and elder planning.

To properly advise the increasing population of Medicaid eligible individuals, it is essential to have a comprehensive knowledge of Medicaid and elder planning. Join our seasoned panel of Louisville professionals as they teach you how to protect your clients' assets and provide the high-quality services they're looking for.

Attend this vital seminar and explore the complexities of Medicaid eligibility, hear the latest strategies for transferring assets, and discover common planning considerations for elderly clients. Don't miss this valuable opportunity - register today to learn from top professionals in the elder law field.

Learning Objectives

- You will be able to discuss Medicaid basics.

- You will be able to describe the basics of Medicaid asset preservation.

- You will be able to review the Medicaid application process.

- You will be able to explain various ethical issues that arise in an elder law practice

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Event Location

Holiday Inn Hurstbourne
1325 South Hurstbourne Parkway

Louisville, KY 40222
(502) 426-2600

Agenda

8:00 AM - 8:30 AM Registration
8:30 AM - 9:00 AM Paying for Long Term Care
— John Dotson
  • Who Is in the Nursing Home?
  • Methods of Payment
  • Medicare and Its Limitations
  • Introduction to Medicaid
9:00 AM - 9:40 AM Medicaid Basics
— John Dotson
  • Income Rules and Exceptions
  • Qualified Income Trusts – QIT
  • Resource (Asset) Eligibility Rules
  • Spousal Resource Allowance
  • Key Websites of Interest
9:40 AM - 10:20 AM Basics of Medicaid Asset Preservation
— John Dotson
  • Underlying Rules
  • Transfers and Curing
  • Exempt Transfers
  • Real Estate and Farm Transactions
  • Annuities
  • Promissory Notes
  • Life Estates
  • Divorce
  • Continuing Care Contracts
10:20 AM - 10:30 AM Break
10:30 AM - 11:00 AM Trust Planning
— John Dotson and Misty Clark Vantrease
  • Types of Trusts
  • Irrevocable vs. Revocable Trusts
  • Trust and Medicaid Penalties
  • Special Needs Trusts and Medicaid
  • First Party SNTs vs. Third Party SNTs
  • Spousal Support Trusts
11:00 AM - 12:00 PM Planning Examples
— Misty Clark Vantrease
  • Spousal Preplanning
  • Single Preplanning
  • Spousal Crisis Planning
  • Single Crisis Planning
12:00 PM - 1:00 PM Lunch (On Your Own)
1:00 PM - 2:00 PM Ethical Issues in an Elder Law Practice
— Misty Clark Vantrease
  • Who Is the Client?
  • Retainer Agreement Requirements
  • Mental Capacity of the Client
  • Representing Clients With Dementia
  • Case Selection and Firing the Client
  • Ethics of Medicaid Planning
  • Practical Scenarios – What Would You Do?
2:00 PM - 2:15 PM Medicaid Application Process
— Misty Clark Vantrease
  • Intake Interview
  • Initial Application Preparation
  • Initial Application Submission
  • Recertification and Conversion
2:15 PM - 2:35 PM Medicaid Appeals
— Kelly Gannott
  • Fair Hearing – First Level of Appeal
  • Appeals Board – Second Level of Appeal
  • Circuit Court
2:35 PM - 2:50 PM Estate Recovery
— Kelly Gannott
  • Basics of Estate Recovery
  • Current Trends
2:50 PM - 3:00 PM Break
3:00 PM - 3:45 PM Where Good Estate Planning = Bad Medicaid Planning
— Kelly Gannott
  • Annual Gift Tax Exclusion
  • Revocable Trusts
  • Irrevocable Trusts
  • Family Limited Partnerships
  • Family Home in a Trust
  • Adding Names to a Deed
  • Life Estates
  • Estate Disclaimers
3:45 PM - 4:30 PM Veteran's Benefits
— Kelly Gannott
  • Basic Pension
  • House Bound Allowance
  • Aid and Attendance
  • Basics of VA Planning
  • VA Application Process
Purchase Options

More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Event Location

Holiday Inn Hurstbourne
1325 South Hurstbourne Parkway

Louisville, KY 40222
(502) 426-2600

Credits

Seminar Registration

The Certified Financial Planner Board of Standards, Inc. has granted 8.0 hours of continuing education credit. Level of Knowledge: Intermediate.

Application for approval of this activity for a maximum of 6.75 credits is PENDING before the Kentucky Bar Association Continuing Legal Education Commission.

This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 6.75 CLE credit hours, including Professional Conduct for 1.00 hour.

Approved Desc: Lorman Education Services 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 web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 8.0 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Specialized Knowledge for 8.0 hours. Prerequisite: None. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group-Live. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.

Who should attend?

This seminar is designed for attorneys, presidents, vice presidents, CPAs, accountants, estate and financial planners, nursing home administrators and case managers.

Special Note

  • Filing a Complaint with the Kentucky Commission on Proprietary Education To file a complaint with the Kentucky Commission on Proprietary Education, each person filing must submit a completed "Form to File a Complaint" (PE-24) to the Kentucky Commission on Proprietary Education by mail to Capital Plaza Tower, Room 302, 500 Mero Street, Frankfort, Kentucky 40601. This form can be found on the website at www.kcpe.ky.gov

  • Student Protection Fund KRS 165A.450 requires each school licensed by the Kentucky Commission on Proprietary to contribute to a Student Protection Fund which will be used to pay off debt incurred due to the closing of a school, discontinuance of a program, loss of license, or loss of accreditation by a school or program. To file a claim against the Student Protection Fund, each person filing must submit a completed "Form for Claims Against the Student Protection Fund". This form can be found on the website at www.kcpe.ky.gov

Purchase Options

More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Event Location

Holiday Inn Hurstbourne
1325 South Hurstbourne Parkway

Louisville, KY 40222
(502) 426-2600

Faculty

No photo available

John Dotson

Kentucky ElderLaw, PLLC

  • Partner at Kentucky ElderLaw, PLLC
  • Focuses practice on estate planning, Medicaid planning and Veteran’s Pension Benefits planning
  • Member of the Board of Directors for the Kentucky and Southern Indiana Stroke Association
  • Past Board member of Prodigal Ministries Inc.
  • Current Chair of the Elder Law Section of the Kentucky Bar Association
  • J.D. and BBA degrees, University of Kentucky
Kelly Gannott

Kelly Gannott

Kentucky ElderLaw, PLLC

  • Partner at Kentucky ElderLaw, PLLC
  • Focuses practice on estate planning, Medicaid planning and Veteran’s Pension Benefits planning
  • Past Officer of the Elder Law Section of the Kentucky Bar Association
  • Girl Scouts of Kentuckiana Board member
  • Past member of Public Service Committee of Louisville Bar Association
  • J.D. degree, University of Louisville Brandeis School of Law; B.A. degree, Murray State University
Misty Clark Vantrease

Misty Clark Vantrease

Kentucky ElderLaw, PLLC

  • Partner at Kentucky ElderLaw, PLLC
  • Focuses practice on estate planning, Medicaid planning and Veteran’s Pension Benefits planning
  • Past Chair of the Elder Law Section of the Kentucky Bar Association
  • Board Member of Greater Kentucky/Southern Indiana Alzheimer’s Association
  • L.LM degree in Elder Law, Stetson University; J.D. degree, Louis D. Brandeis School of Law at the University of Louisville; B.A. degree, Murray State University
Purchase Options

More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Event Location

Holiday Inn Hurstbourne
1325 South Hurstbourne Parkway

Louisville, KY 40222
(502) 426-2600

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
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  • MP3 Downloads
  • Course Manuals
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  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 401930
Published 2018
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