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eCourse

Answer Bar: Elder Law and Medicaid Essentials

Contains material from Aug 2015 to Aug 2017

Answer Bar: Elder Law and Medicaid Essentials
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excellent

An excellent "How To" course!

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512.475.6700
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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.

Includes: Audio Paper Slides


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1. Understanding Public Benefits Affecting the Elderly (Aug 2016)

H. Clyde Farrell, Christina Lesher

0.75 0.00 0.00
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(mp3)
46 mins
(pdf)
95 pgs
(pdf)
17 pgs
Session 1 —46 mins
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: 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

Show session details

2. Medicaid Update (Aug 2017)

H. Clyde Farrell

0.75 0.00 0.00
Preview Materials

Download session materials for offline use

(mp3)
53 mins
(pdf)
68 pgs
(pdf)
17 pgs
Session 2 —53 mins
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: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

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

Show session details

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

Nora Evelyn Alegria-Fuentes, Marilyn G. Miller

0.50 0.00 0.00
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Download session materials for offline use

(mp3)
32 mins
(pdf)
16 pgs
Slides
(pdf)
9 pgs
Session 3 —32 mins
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: 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

Show session details

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
Preview Materials

Download session materials for offline use

(mp3)
45 mins
(pdf)
24 pgs
Session 4 —45 mins
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: 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

Show session details

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

Pi-Yi Mayo

0.75 0.75 0.00
Preview Materials

Download session materials for offline use

(mp3)
48 mins
(pdf)
19 pgs
(pdf)
12 pgs
Session 5 —48 mins
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: Aug 2016 Estate Planning, Guardianship and Elder Law Conference

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