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Medicaid Planning: What You Need to Know (2024)

Contains material from Sep 2024

Medicaid Planning: What You Need to Know (2024)
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Session 01: Medicaid Update and Other Hot Topics - This presentation identifies and explains recent changes in Medicaid law and policy. Discuss Medicaid advocacy strategies that are “hot,” either because they are new or because they are underutilized but work really well.

Session 02: Medicaid Planning or Medicaid Avoidance? - Sometimes we can help a relatively wealthy person qualify for Medicaid long-term care. This presentation explores how to help the client determine whether or not they are able to pay privately; and if so, whether they would be better served by doing so or by qualifying for Medicaid.

Session 03: MERP Defense - This presentation provides updates on changes in defending against MERP claims and discussion of continuing sticky situations and traps. Discuss where HMS and we disagree and the problems of timelines, statutes of limitations, and the need for legislative change.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 2.00 | 0.25 ethics
  • Credit Info
  • TX, CA, PA
  • TX MCLE credit expires: 10/31/2025

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1. Medicaid Update and Other Hot Topics (Sep 2024)

H. Clyde Farrell, Marilyn G. Miller

0.75 0.00 0.00 0.75
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(mp4)
41 mins
(mp3)
40 mins
(pdf)
60 pgs
(pdf)
12 pgs
Session 1 —41 mins
0.75
Medicaid Update and Other Hot Topics (Sep 2024)

This presentation identifies and explains recent changes in Medicaid law and policy. Discuss Medicaid advocacy strategies that are “hot,” either because they are new or because they are underutilized but work really well.

Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference

H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX
Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX

Show session details

2. Medicaid Planning or Medicaid Avoidance? (Sep 2024)

H. Clyde Farrell

0.75 0.25 0.00 0.75 | 0.25 ethics
Preview Materials

Download session materials for offline use

(mp4)
50 mins
(mp3)
50 mins
(pdf)
27 pgs
(pdf)
12 pgs
Session 2 —50 mins
0.75 | 0.25 ethics
Medicaid Planning or Medicaid Avoidance? (Sep 2024)

Sometimes we can help a relatively wealthy person qualify for Medicaid long-term care. This presentation explores how to help the client determine whether or not they are able to pay privately; and if so, whether they would be better served by doing so or by qualifying for Medicaid.

Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference

H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX

Show session details

3. MERP Defense (Sep 2024)

Jennifer L. Coulter

0.50 0.00 0.00 0.50
Preview Materials

Download session materials for offline use

(mp4)
30 mins
(mp3)
30 mins
(pdf)
32 pgs
Session 3 —30 mins
0.50
MERP Defense (Sep 2024)

This presentation provides updates on changes in defending against MERP claims and discussion of continuing sticky situations and traps. Discuss where HMS and we disagree and the problems of timelines, statutes of limitations, and the need for legislative change.

Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference

Jennifer L. Coulter, Townsend Allala, Coulter & Kludt, PLLC - El Paso, TX