Product Description

Perhaps you are interested in helping your clients obtain Medicaid benefits to pay for their long-term care costs. Or perhaps you have a client in an assisted living facility or nursing home that is being threatened with eviction or is being pressured to sign an unfair admission contract. How do you properly advise your elderly clients and their family members in dealing with these complex issues, when the law changes so fast that you haven’t yet had time to memorize even the existing Medicaid regulations?

The federal Medicaid statute and MassHealth state regulations may seem clear, but elder law practice is truly a trap for the unwary practitioner, with changes to acceptable planning strategies being made randomly and without a formal rule-making process. Challenges to Medicaid planning are not only limited to irrevocable trust denials but have been expanded by the agency to include challenges to the use of spousal annuities, transfers to disabled children, and estate recovery litigation.

This session teaches you skills and techniques you need to help your clients properly prepare and plan for long-term care, as well as important last-minute techniques to obtain Medicaid eligibility. The experts explore recent case law, relevant regulatory updates, and recent MassHealth challenges from irrevocable trusts to annuity rules. Learn how to defend against such challenges in the application and appeal process. Familiarize yourself with the rights bestowed upon residents in nursing homes and assisted living facilities so that you can help your clients safeguard themselves against unlawful facility admission contracts.

Agenda & Materials

• 2:00 - 2:05 pm

  Welcome and Introduction

  on demand video Add to Cart
• 2:05 - 2:45 pm

  Overview of Basic Medicaid Eligibility Rules

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  • Understanding Countable and Non Countable Assets
  • Spousal Protections
  • Transfer Penalty Rules/Look-Back Period
  • Basic Planning Strategies: Last Minute and Planning Ahead

  Steven M. Cohen, Esq., Rubin and Rudman LLP , Boston
  
• 2:45 - 3:45 pm

  Medicaid Update: Litigation Concerning Massachusetts

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  • Challenges to Trusts and Their Provisions
  • Annuity Cases
  • Estate Recovery Cases

  Patricia Keane Martin, Esq., Prince Lobel Tye LLP , Boston
  
• 3:45 - 4:00 pm

  Break (opportunity for Q&A)
• 4:00 - 4:45 pm

  Review of Recent Case Law Concerning Important Developments in the Medicaid Planning World That Every Practitioner Must Know

  on demand video Add to Cart

  Lisa M. Neeley, Esq., Rubin and Rudman LLP , Boston
  
• 4:45 - 5:00 pm

  "Ask the Experts" Q&A Session and Key Takeaways

  Panel
  

Chair

Faculty