Course Description
Program Description
Get the Skills You Need to Fund and Organize Continuing Care
With the rising costs of long-term care and the health/benefits laws in flux, do you have the most up-to-date actionable knowledge to ensure your clients' elder care needs are met? This fast-paced instruction reviews key areas of concern and offers practical tactics for qualifying clients for benefits and funding continuing care. Register today!
Get crucial skills for organizing and funding elder care and qualifying for benefits.
Account for the recent and imminent regulatory changes in planning for Medicaid.
Review the procedure of qualifying clients for VA benefits, and maintain your accreditation.
Review a sample special needs trust and learn when to use SNTs and how to maximize their effectiveness.
Get a bird's eye view of the long term care system to help coordinate all the elements of your plan.
Who Should Attend
This basic-to-intermediate level seminar offers long-term care planning tactics that will benefit:
Attorneys
Accountants and CPAs
Paralegals
Continuing Care Managers
Assisted Living Facility Administrators
Estate and Financial Planners
Course Content
Advance Planning
Overview of Long-Term Care Payment and Living Arrangements
VA Benefits for LTC Services
Current Issues in Medicaid Qualification for Nursing Home Care and In-Home Services
Ethics in Elder Care
Using Special Needs Trusts to Protect Assets and Provide Access to Care
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: 7.00 *
Veterans Affairs CLE – Veterans Affairs CLE: 1.00
Agenda
Agenda / Content Covered
Advance Planning
9:00 - 10:00, Written by Donald J. Farinato. Presented by Robert J. Turner in Nashville, Donald J. Farinato in Knoxville and Christina M. Burdette in Memphis.
Durable Power of Attorney for Financial Matters
Health Care Power of Attorney
Living Will
EMS/DNR
Wills and Trusts
Overview of Long-Term Care Payment and Living Arrangements
10:15 - 11:15, Written by J. Anthony Bradley. Presented by Michael W. Dale in Nashville, Glen A. Kyle in Knoxville and J. Anthony Bradley in Memphis.
Living Arrangements
Home
Retirement Communities
CCRCs
Assisted Living Facilities
Adult Day Care
PACE
Nursing Homes
Payment for Long Term Care
Medicare Exemptions and Advantage Plans
Health Insurance
Private Payment
Long Term Care Insurance
VA Benefits
Medicaid
VA Benefits for LTC Services
11:15 - 12:15, Written by Matthew A. Rhoads. Presented by Terry C. Cox and F. Auston Wortman III in Nashville, Alexander M. Taylor in Knoxville and Matthew A. Rhoads in Memphis.
Who Qualifies
What are the Benefits?
How to Counsel and Assist Clients with VA Qualification
Applicant's Right to Appeal
Current Issues in Medicaid Qualification for Nursing Home Care and In-Home Services
1:15 - 2:15, Written by Glen A. Kyle. Presented by Terry C. Cox and F. Auston Wortman III in Nashville, Glen A. Kyle and Sarah E.C. Malia in Knoxville and Mitchell Lansky in Memphis.
The Basic Eligibility Requirements for Individuals
Relevant Affordable Care Act Provisions
Qualifying an Institutionalized Spouse
Transfer of Assets
Real Estate, Promissory Notes, Mortgages, Annuities and other Special Assets
Estate Recovery
The Application Process
Post-Eligibility: Helping the Client Maintain Eligibility through Redetermination and Changes
Appeals and Judicial Review
Ethics in Elder Care
2:15 - 3:15, Written by A. Michelle Poss. Presented by A. Michelle Poss in Nashville, Sarah E.C. Malia in Knoxville and Matthew A. Rhoads in Memphis.
How Rules of Professional Conduct Apply
Who Is Your Client?
Conflicts of Interest
Mental Capacity of the Client
Using Care Manager to Enhance Service to Clients
Using Special Needs Trusts to Protect Assets and Provide Access to Care
3:30 - 4:30, Written by F. Auston Wortman III. Presented by Terry C. Cox and F. Auston Wortman III in Nashville, Glen A. Kyle in Knoxville and J. Anthony Bradley in Memphis.
When to Use SNTs
Funding an SNT
Tax Planning and Consequences
Sample SNT Review
Audience
This basic-to-intermediate level seminar offers legal tactics for elder care planning that will benefit:
- Attorneys
- Paralegals
- Continuing Care Managers
- Assisted Living Facility Administrators
- Estate and Financial Planners
- Accountants and CPAs