Medicaid Boot Camp in a Day
July 2014
Medicaid Boot Camp in a Day
Co-sponsored by the Colorado Bar Association Elder Law Section
Program Description:
This seminar provides important information ranging from basic to advanced in a single CLE. Some of Colorado's most experienced Medicaid practitioners cover subjects that are rarely included in your typical Medicaid CLE program. Topics include Medicaid long-term care, HCBS & PACE; new Medicaid provisions under the Affordable Care Act; financial & estate planning for seniors and persons with disabilities; advanced Medicaid planning techniques; use of Qualified Settlement Funds; and practical, nuts & bolts instruction on how to prepare, document and file a Medicaid application and how to appeal an adverse Notice of Action.
AGENDA:
8:00am
Registration and Continental Breakfast
8:20am
Introduction and Welcome
8:30am
Medicaid: Long-Term Care, HCBS & PACE
- Eligibility Criteria
- Spousal Impoverishment Rules
- Covered Services
In a Nursing Home
In the Home
In Assisted Living
"Memory Care"
- Transfer of Asset Rules
- Annuity Rules
- Trust Rules
Presented by Claire E. Dineen, Esq. Law Office of Claire E. Dineen
9:30am
New Medicaid Provisions Under the ACA
- MAGI Eligibility
Adults
Children
- Calculating Income
- Covered Services
- How to Apply
Presented by Mary Catherine Rabbit, Esq., The Legal Center
10:30am
Networking Break
10:45am
Financial & Estate Planning for the Elderly and Disabled
- 5-year Planning
- Asset Protection: Estate Planning Considerations
- Exempt and Countable Assets
- Using Trusts and Planning Techniques
Presented by Richard D. Hughes, Esq., The Hughes Law Firm
11:45am - 1:00pm
Lunch - On Your Own
1:00pm
- Planning for Medicaid Eligibility and Estate Recovery
- Spending Down
- Gift Transfers
- Annuities
- Trusts
- Joint Tenancy & Life Estates
Presented by John J. Campbell, CELA, MSCC, Law Offices of John J. Campbell, P.C.
2:15pm
Maximizing the PI Settlement for a Medicaid Beneficiary: How to Set Up and Administer a Qualified Settlement Fund
- What is a QSF ad How Does It Help?
- Funding with IRC §130 Qualified Assignments
- How Do You Set Up a QSF?
- How Do You Administer a QSF?
Presented by R. Eric Solem, Esq., Solem Mack & Steinhoff PC
3:15pm
Networking Break
3:30pm
Medicaid Applications and Appeals
- Medicaid Application Process
- Preparing the Medicaid Application
- Documenting the Medicaid Application
- When is the Application Ready to File?
- Notice of Action and Failure to Act
- County Conference
- Administrative Appeal Process
Presented by Samie Rossi, Paralegal, and John J. Campbell, CELA, MSCC, Law Offices of John J. Campbell, P.C.
5:00pm
Adjourn
Location Information
CLECI Large Classroom
1900 Grant Street, Suite 300
Denver, CO 80203
Get directions
1900 Grant Street, Suite 300
Denver, CO 80203
Registration Fees
| Non Member | $309.00 |
| CBA Member | $289.00 |
| CBA Elder Law Section Member | $259.00 |
| CBA Trust & Estate Law Section Member | $259.00 |
| Paralegal/Legal Support Staff | $239.00 |
| New Lawyer - Trust & Estate Law Section Member, in practice <3 years | $239.00 |
| New Lawyer - CBA Elder Law Section Member; in practice < 3 years | $239.00 |
| CLEACCESSPASS---ELITE Pass Holder | $0.00 |
- General Credits: 8.00
- Ethics Credits: 0.00
- EDI Credits:
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