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

Learn proven strategies for navigating the Medicaid maze. Discover how to protect your clients' assets and provide the high-quality services they're looking for. To properly advise our increasing elder population, it's essential that you know the fundamentals of Medicaid and elder planning. Purchase these reference materials and explore the complexities of Medicaid eligibility, discover the latest strategies for transferring assets and learn ways to handle the ethical considerations common to planning for elderly clients. Don't miss this valuable opportunity - order today to learn from top professionals in the elder law field. Benefits for You •Easily determine Medicaid eligibility for individuals and couples •Discover how a commitment to ethical representation is essential •Get updates on New York's Medicaid laws and requirements •Do what's best for your client - handle nursing home issues with confidence and compassion
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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.

Agenda

New York Medicaid Home Care Programs
— Terrie Benson Murray
  • Eligibility Guidelines for Income and Resource Limitations
  • Types of Programs
    • Personal Care Aide Programs
    • Consumer-Directed Personal Assistant Program
    • Certified Home Health Aide Services
    • Lombardi Program Long-Term Home Health Waivered Care Program or Nursing Home Without Walls Waiver Program
    • Nursing Home Transition and Diversion Program
  • Implications for Later Nursing Home Application
Preserving Assets for the Family in the Medicaid Qualification Process
— Lisa J. Allen
  • Basic Eligibility Guidelines/Income and Resource Limitations
  • The Look Back Period and Gifting Implications
  • Calculation of Penalty Periods and Spend-Down Requirements
  • Net Available Monthly Income Contributions
  • Penalty-Free Transfers to Disabled Children
  • Special Rules for Annuities and Retirement Accounts
  • Questions and Answers
Medicaid Crisis Planning
— Frank R. Vavonese
  • Treatment of IRAs
  • Real Property Options
  • New Treatment Revocable Burial Space Item Accounts
  • Planning With a Promissory Note
Recent Cases
— Charles W. Beinhauer
Legislative Updates
  • 2010 Revision to Power of Attorney Law
Ethical Considerations in the Medicaid Application Process
  • Case Study
  • Questions to Consider
— Charles W. Beinhauer
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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.

Credits

Online Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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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.

Faculty

Charles W. Beinhauer

Charles W. Beinhauer – Moderator

Pfalzgraf Beinhauer & Menzies, LLP

  • Partner, Pfalzgraf Beinhauer & Menzies, LLP
  • Focuses practice entirely in the fields of elder law, estates and trusts, and estate administration
  • Member of the NYSBA Elder Law committee and serves on the executive committee as the Eighth District Representative
  • Currently a member of the Bar Association of Erie County – Elder Law committee, and a member of the BAEC Surrogate’s Court Practice and Procedure committee, the Lawyers Helping Lawyers committee and the Speaker’s Bureau
  • Former vice chair of the New York State Lawyers Assistance Trust and serves on the board of directors of Kids Escaping Drugs
  • Frequently lectures on elder law topics and has presented at several seminars explaining the new Power of Attorney Law and monthly advises elder law practitioners in Erie County on changes to the Medicaid laws
  • Can be contacted at 716-204-1055 or [email protected]
No photo available

Lisa J. Allen

Schop Powell & Allen

  • Member of the law firm of Harris Beach PLLC
  • Practices in the area of trusts and estates, including issues relating to Medicaid, guardianships and supplemental needs trusts; nursing home issues; tax and estate planning and administration; and related litigation
  • Adjunct professor at the University at Buffalo Law School
  • Community lecturer on issues effecting the elderly and disabled, and at continuing education courses for financial professionals
  • Serves on professional advisory committees for not-for-profit corporations serving the elderly and disabled, including People, Inc.; Opportunities Unlimited of Niagara; and the Buffalo Community Foundation
  • B.A. degree, with academic honors, Binghamton University; J.D. degree, University at Buffalo, and was awarded the Law Student Award for outstanding graduating senior from the Bureau of National Affairs
No photo available

Terrie Benson Murray

Cohen & Lombardo, P.C.

  • Partner, Cohen & Lombardo, P.C.
  • Focuses practice in the areas of trusts and estates, estate planning and Medicaid planning
  • Member of the New York and Erie County Bar Associations, and is admitted to practice in New York State, as well as the federal district and bankruptcy courts of the Western District of New York
  • Managed two offices and practiced in the areas of estates, estate planning, Medicaid planning, real estate and bankruptcy
  • J.D. degree, University at Buffalo Law School; B.A. degrees in political science and history, summa cum laude, State University of New York at Fredonia
  • Can be contacted at 716-881-3010 or [email protected]
No photo available

Frank R. Vavonese

Pfalzgraf Beinhauer & Menzies, LLP

  • Attorney, Pfalzgraf Beinhauer & Menzies, LLP
  • Worked as an attorney for legal services for the elderly, disabled and disadvantaged of Western New York, Inc., handling Medicare Part D and related prescription drug law cases
  • Concentrates practice in estate, long-term care planning and asset preservation planning
  • J.D. degree, State University of New York at Buffalo School of Law, and served as an editor for the Buffalo Criminal Law Journal; B.A. degree in political science and business concentration, cum laude, Canisius College
  • Can be contacted at 716-204-1055 or [email protected]
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Product ID: 375606
Published 2011, 2015
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