*SPECIAL NOTE - This program is NOT an ICLEF seminar.  Therefore, it is excluded from the ICLEF Pass+ discount program as well as other ICLEF discount specials.

This program is a SENIOR LAW PROJECT OF INDIANA LEGAL SERVICES, INC. seminar.  

*The live, in-person presentation is limited to the first 100 registrants

*There is NO LIMIT on the number of people that attend the LIVE WEBCAST presentation

Searchable Electronic materials are provided with seminar registration.  Electronic materials will be available for download on or before April 24, 2026.

SCHEDULE    
 8:30 A.M.     Registration

 8:55 A.M.     Program Starts

 12:00 P.M.    Lunch (On Your Own/Networking)

 1:15 P.M.      Program Resumes

 4:45 P.M.      Adjournment 

OVERVIEW
This comprehensive training is designed for beginners and experienced advocates of Medicaid for the elderly and disabled. We will discuss eligibility, services covered, the Medicaid waivers, waiver waiting lists, Pathways managed care, and the application and review process.   We will highlight changes and review the current status of FSSA’s eligibility rules and application processing. Emphasis will be placed on financial eligibility and planning for long-term care. We will explain rules on estate recovery and transfers of assets.  Finally, we will discuss use of the administrative appeal process, judicial review, and other litigation. Practical solutions will be offered for navigating the system.
  

• APPLICATIONS and ANNUAL REVIEW RE-CERTIFICATION
• PATHWAYS MANAGED CARE, MEDICAID WAIVERS and NAVIGATING MEDICAID WAIVER WAITING LISTS
• FINANCIAL ELIGIBILITY FOR NURSING HOME REDIDENTS, WAIVER & PACE APPLICATIONS, and PERSONS IN THE COMMUNITY
• SPOUSAL IMPOVERISHMENT RULES
• COMPUTING NURSING HOME, WAIVER, and PACE INCOME LIABILITIES
• RULES ON TRANSFER OF ASSETS
• ESTATE RECOVERY
• PLANNING STRATEGIES
• APPEALS

AGENDA
   
8:50 A.M.        Welcome and Introduction 

                    Scott King, ICLEF  
    
9:00 A.M.        What’s New & an Overview 

                    Dennis Frick 
                       - Update on Medicaid Changes 
                       - An Overview of Medicaid 

                       - Categories and Services
                       - PathWays Managed Care, Waiver Services and Wait Lists, and PACE

9:45 A.M.        Case Processing 

                   Claire Lewis 
                      - Applications and Reviews  
                      - Medicaid Resource Rules  
    
10:30 A.M.        Break  
    
10:45 A.M.        Medicaid Resource Rules (continued) 

                     Claire Lewis  
                        - Spousal Impoverishment Resource Issues   
    
12:00 P.M.       Lunch (on your own) 
    
1:15 P.M.        Spousal Impoverishment Resource Issues (continued) 

                     Claire Lewis   
   
2:00 P.M.        Income Budgeting, Miller Trusts, and Liability 

                     Ann Smith  
   
2:45 P.M.        Break   
   

3:00 P.M.        Penalties for Transfers of Assets 

                     Dennis Frick 
                        - Liens Against Real Estate  
                        - Estate Recovery  
     
4:00 P.M.        Appeals and Litigation 

                     Dennis Frick 
   
4:45 P.M.        Adjournment

FACULTY

DENNIS FRICK is Director of the Senior Law Project of Indiana Legal Services, Inc.  He has represented Medicaid clients in administrative appeals, rule-making hearings, and in state and federal court. He is a member of the Indiana State Bar Association and the National Academy of Elder Law Attorneys (NAELA). He is a past chair of the Elder Law Section of the Indiana State Bar Association.
    
CLAIRE LEWIS is the former the Director of the Senior Law Project. She now has a private practice in Indianapolis where she focuses on Medicaid planning. She was Editor and Contributing Author for several editions of the Indiana Bar Foundation's Laws of Aging. She is a member of the Indiana State Bar Association and the National Academy of Elder Law Attorneys (NAELA). She is a past chair of the Elder Law Section of the Indiana State Bar Association and the Indiana Chapter of NAELA, and a current board member of IN-NAELA.
    
ANN SMITH is a staff attorney with the Senior Law Project of Indiana Legal Services, representing Medicaid clients. She is a graduate of Indiana University McKinney School of Law, a member of the Indiana State Bar Association, and a current board member of IN-NAELA.

ADDITIONAL IMPORTANT INFORMATION 

• Your receipt will be your confirmation.
• This course has been approved for 6.0 credit hours for Indiana Continuing Legal Education, including New Attorney credits.
• Electronic materials will be available for download on or before April 24, 2026
• Direct other inquiries to: Manetric Douglas at  manetric.douglas@ilsi.net or at telephone (317) 829-3080 or Dennis Frick at dennis.frick@ilsi.net or telephone at (317) 829-3075
• Technical Support requests to ICLEF at (317) 637-9102 // questions@iclef.org