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Please note due to contractual restrictions with our national and / or local speaker this program is 1 of 5 ICLEF On Demand seminars not available for the 50% Discount for July 2024.
*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.
Searchable Electronic materials are provided with seminar registration. Electronic materials will be available for download on April 26, 2024
SCHEDULE
8:30 A.M. Registration
8:50 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 cover eligibility, services covered, the application and review process, and processing now that continuous coverage during COVID is ending April 1, 2023. We will highlight changes and review the current status of FSSA’s eligibility rules and case 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.
- CASE PROCESSING DURING and AFTER MEDICAID UNWINDING
- PATHWAYS MANAGED CARE and CHANGES to the WAIVERS
- FINANCIAL ELIGIBILITY for NURSING HOME RESIDENTS, WAIVER & PACE APPLICANTS, AND PERSONS in the COMMUNITY
- APPLICATIONS and ANNUAL REVIEW RE-CERTIFICATIONS
- SPOUSAL IMPOVERISHMENT RULES, INCLUDING RULES on QUALIFIED RETIREMENT ACCOUNTS
- COMPUTING NURSING HOME and WAIVER INCOME LIABILITIES
- RULES on TRANSFERS 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?
Dennis Frick
- The Status of Medicaid Unwinding
- An Overview of Medicaid
- Categories and Services
- PathWays Managed Care, Waiver Services, and PACE
9:45 A.M. Case Processing - Processing During & After the Unwinding
of Pandemic Procedures
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. He is a past chair of the Elder Law Section of the Indiana State Bar Association.
CLAIRE LEWIS was formerly 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, formerly the Legal Reference for Older Hoosiers. She is a member of the Indiana State Bar Association and the National Academy of Elder Law Attorneys. She is a past chair of the Elder Law Section of the Indiana State Bar Association and of the Indiana Chapter of the National Academy of Elder Law Attorneys.
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 and a member of the Indiana State Bar Association.
ADDITIONAL IMPORTANT INFORMATION
- Your receipt will be your confirmation.
- This course has been approved for 6.5 credit hours for Indiana Continuing Legal Education credit and 5.5 credit hours for new attorneys.
- The electronic materials will be available for download on April 26, 2024
- Only online registrants will receive a confirmation.
- Direct seminar inquiries to: Katie Coleman at (317) 829-3079 // katie.coleman@ilsi.net -- Subject “MA Training”.
- Technical Support requests to ICLEF at (317) 637-9102 // questions@iclef.org
To receive CLE credit for an ICLEF produced On-Demand or LIVE WEBCAST seminars, you must watch the program in its entirety. ICLEF is unable to award partial CLE credit for remote viewing of seminars. You will have 30 days from the date of purchase to complete your ICLEF distance learning seminar. If you are unable to complete the LIVE WEBCAST program on the scheduled date of the seminar, ICLEF will place a copy of the ON DEMAND version of the program in your ICLEF Online Account three (3) to five (5) business days after the LIVE WEBCAST concludes. Please call or email ICLEF should you have further questions (317) 637-9102 or iclef@iclef.org
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