University of Texas School of Law

eCourse

Answer Bar: Elder Law and Medicaid Essentials

Contains material from Aug 2015 to Aug 2017

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Session 1: Understanding Public Benefits Affecting the Elderly - Paying for care, medications, and deductibles is a challenge for many older adults. Find out how Long-Term Care Medicaid (nursing home and home care), Medicare, Medicare Savings Programs (QMB, SLMB, QI-1) and Supplemental Security Income (SSI) can increase the quality of life for your clients. Learn about these benefits and their eligibility requirements, and gain useful practice tips.

Session 2: Medicaid Update Learn the latest developments in Medicaid law, including how "block grants" and other proposed changes may affect their practices. Estate planners who are not Medicaid specialists will acquire essential Medicaid-related forms including Qualified Income Trusts, Lady Bird Deeds, Transfer on Death Deeds, LBD/TOD Grantee Trusts and Third-Party Supplemental Needs Trusts.

Session 3: In Quest of the Perfect Medicaid Application - Although it may not be possible to guarantee that every Medicaid application will be accepted upon the first filing, learn time-tested tips to improve the odds.

Session 4: Powers of Attorney: Best Practices and Provisions - A discussion of suggested solutions to potential issues when drafting powers of attorney, including avoiding potential exploitation, dealing with financial institutions and title companies, attorney-client privilege when representing the agent named in a power of attorney and other timely issues.

Session 5: Defensive Case Management for Elder Law Attorneys Learn a systematic approach to capturing data and using the system to defend against attempts by your clients' family members who want to involve you in disputes they have with other family members.
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Total Credit Hours:
3.50 | 1.00 ethics     Credit Info

TX MCLE credit expires: 3/31/2019

Includes: Audio Paper Slides

$155  

Preview Sessions
Credit Hours
1. Understanding Public Benefits Affecting the Elderly (Aug 2016)

H. Clyde Farrell, Christina Lesher

0.75 0.00 0.00 0.75  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 46 mins
Paper (pdf) 95 pgs
Slides (pdf) 17 pgs

Preview limited to first 5 slides
of 34
SESSION 1 — 46 mins, credit 0.75

Session 1:

Understanding Public Benefits Affecting the Elderly (Aug 2016)

Paying for care, medications, and deductibles is a challenge for many older adults. Find out how Long-Term Care Medicaid (nursing home and home care), Medicare, Medicare Savings Programs (QMB, SLMB, QI-1) and Supplemental Security Income (SSI) can increase the quality of life for your clients. Learn about these benefits and their eligibility requirements, and gain useful practice tips.

Originally presented at: Aug 2016 Estate Planning, Guardianship and Elder Law Conference

H. Clyde Farrell, Farrell & Pak PLLC - Austin, TX
Christina Lesher, The Law Office of Christina Lesher, PC - Houston, TX

2. Medicaid Update (Aug 2017)

H. Clyde Farrell

0.75 0.00 0.00 0.75  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 53 mins
Paper (pdf) 68 pgs
Slides (pdf) 17 pgs

SESSION 2 — 53 mins, credit 0.75

Session 2:

Medicaid Update (Aug 2017)

Learn the latest developments in Medicaid law, including how "block grants" and other proposed changes may affect their practices. Estate planners who are not Medicaid specialists will acquire essential Medicaid-related forms including Qualified Income Trusts, Lady Bird Deeds, Transfer on Death Deeds, LBD/TOD Grantee Trusts and Third-Party Supplemental Needs Trusts.

Originally presented at: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

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

3. In Quest of the Perfect Medicaid Application (Aug 2016)

Nora Evelyn Alegria-Fuentes, Marilyn G. Miller

0.50 0.00 0.00 0.50  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 32 mins
Paper (pdf) 16 pgs
Slides (pdf) 9 pgs

Preview limited to first 5 slides
of 18
SESSION 3 — 32 mins, credit 0.50

Session 3:

In Quest of the Perfect Medicaid Application (Aug 2016)

Although it may not be possible to guarantee that every Medicaid application will be accepted upon the first filing, learn time-tested tips to improve the odds.

Originally presented at: Aug 2016 Estate Planning, Guardianship and Elder Law Conference

Nora Evelyn Alegria-Fuentes, The Law Office of Christina Lesher, PC - Houston, TX
Marilyn G. Miller, Attorney at Law - Dripping Springs, TX

4. Powers of Attorney: Best Practices and Provisions (Aug 2015)

Patricia F. Sitchler, Glenn M. Karisch, David P. Stanush

0.75 0.25 0.00 0.75 | 0.25 ethics  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 45 mins
Paper (pdf) 24 pgs

SESSION 4 — 45 mins, credit 0.75 | 0.25 ethics

Session 4:

Powers of Attorney: Best Practices and Provisions (Aug 2015)

A discussion of suggested solutions to potential issues when drafting powers of attorney, including avoiding potential exploitation, dealing with financial institutions and title companies, attorney-client privilege when representing the agent named in a power of attorney and other timely issues.

Originally presented at: Aug 2015 Estate Planning, Guardianship and Elder Law Conference

Patricia F. Sitchler, The Law Office of Patricia Flora Sitchler - La Vernia, TX
Glenn M. Karisch, The Karisch Law Firm, PLLC - Austin, TX
David P. Stanush, Strasburger & Price, LLP - San Antonio, TX

5. Defensive Case Management for Elder Law Attorneys (Aug 2016)

Pi-Yi Mayo

0.75 0.75 0.00 0.75 | 0.75 ethics  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 48 mins
Paper (pdf) 19 pgs
Slides (pdf) 12 pgs

Preview limited to first 5 slides
of 23
SESSION 5 — 48 mins, credit 0.75 | 0.75 ethics

Session 5:

Defensive Case Management for Elder Law Attorneys (Aug 2016)

Learn a systematic approach to capturing data and using the system to defend against attempts by your clients' family members who want to involve you in disputes they have with other family members.  

Originally presented at: Aug 2016 Estate Planning, Guardianship and Elder Law Conference

Pi-Yi Mayo, Law Office of Pi-Yi Mayo - Baytown, TX