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eCourse

Overview of Medicaid Planning and 2020 Medicaid Updates

Contains material from Sep 2020

Overview of Medicaid Planning and 2020 Medicaid Updates
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Session 1: Overview of Medicaid Planning - What non-elder law attorneys need to know about planning for long-term care. 

Session 2: Medicaid Update - Latest developments affecting planning and applications for Medicaid to pay for nursing home care and home care, including new COVID-19 policies, new policies exempting certain retirement accounts from countable assets, status of Lady Bird Deeds and Transfer on Death Deeds, current Medicare and Medicaid eligibility numbers, summary of all 109 Texas Medicaid programs (and 9 other means-tested benefits).

Session 3: Top Ten Medicaid Estate Recovery Issues - 2019 and Forward - Texas Health and Human Services Commission and Office of Inspector General-MERP resolved several MERP issues in 2019 and early 2020 but there are still outstanding issues that must be addressed by practitioners. The author will provide an overview of changes and suggested good practices in resolving MERP issues.

Includes: Video Audio Paper Slides


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1. Overview of Medicaid Planning (Sep 2020)

Pi-Yi Mayo

0.50 0.00 0.00
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(mp4)
31 mins
(mp3)
31 mins
(pdf)
18 pgs
(pdf)
9 pgs
Session 1 —31 mins
Overview of Medicaid Planning (Sep 2020)

What non-elder law attorneys need to know about planning for long-term care. 

Originally presented: Jul 2020 Estate Planning, Guardianship and Elder Law Conference

Pi-Yi Mayo, Mayo & Poland PLLC - Baytown, TX

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2. Medicaid Update (Sep 2020)

H. Clyde Farrell, Marilyn G. Miller

0.75 0.25 0.00
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(mp4)
47 mins
(mp3)
46 mins
(pdf)
50 pgs
Session 2 —47 mins
Medicaid Update (Sep 2020)

Latest developments affecting planning and applications for Medicaid to pay for nursing home care and home care, including new COVID-19 policies, new policies exempting certain retirement accounts from countable assets, status of Lady Bird Deeds and Transfer on Death Deeds, current Medicare and Medicaid eligibility numbers, summary of all 109 Texas Medicaid programs (and 9 other means-tested benefits).

Originally presented: Jul 2020 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

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3. Top Ten Medicaid Estate Recovery Issues - 2019 and Forward (Sep 2020)

Patricia F. Sitchler

0.75 0.50 0.00
Preview Materials

Download session materials for offline use

(mp4)
46 mins
(mp3)
47 mins
(pdf)
13 pgs
Session 3 —46 mins
Top Ten Medicaid Estate Recovery Issues - 2019 and Forward (Sep 2020)

Texas Health and Human Services Commission and Office of Inspector General-MERP resolved several MERP issues in 2019 and early 2020 but there are still outstanding issues that must be addressed by practitioners. The author will provide an overview of changes and suggested good practices in resolving MERP issues.

Originally presented: Jul 2020 Estate Planning, Guardianship and Elder Law Conference

Patricia F. Sitchler, The Law Office of Patricia Flora Sitchler - La Vernia, TX