MEDICAL ASSISTANCE HOW-TO’S FOR THE ELDERLY CLIENT
Live Webcast Seminar
ITEM #:  2032122101   |   EVENT CODE:  318969    |   CREDIT STATUS:  APPROVED
MEMBER PRICE
$245.00
STANDARD PRICE
$295.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

LIMITED AND UNLIMITED PASSHOLDERS:
You may use your Pass to register for the live webcast at no charge.

ONLINE

Tuesday, August 11, 2020

9:00 AM - 4:45 PM

LIVE ONLINE ONLY – NO IN-PERSON ATTENDANCE
Limited and Unlimited Passholders – You may use your Pass to register for the live webcast at no charge.

Medical Assistance How-To’s for the Elderly Client

A practical, fundamentals seminar focused on Medical Assistance planning for your elderly clients

New Topics, including:

  • Cultural Considerations in Estate Planning
  • Medical Assistance for Individuals under Age 65
  • The Use of Divorce in Medical Assistance Planning

Plus:

  • Long-Term Care Needs
  • Alternative Care
  • Special Needs Planning 
  • Applying for Benefits
  • And More!

8:30 – 9:00 a.m.
JOIN ONLINE


9:00 – 9:45 a.m.
Medical Assistance for Individuals Over Age 65
This session will cover:

  • Medical assistance asset and income eligibility laws, including trusts and annuities
  • Asset transfer laws
  • Recent case law updates

– David Rephan; Chestnut Cambronne PA; Minneapolis


9:45 – 10:30 a.m.
Medical Assistance for Individuals Under Age 65
Learn all the important acronyms and their specifics for serving clients in medical assistance for individuals under 65, including BI, CADI, DD, MA-EPD, CDCS, plus a review of eligibility guidelines.
– Lauren Fink; Maser Amundson Boggio PA; Richfield


10:30 – 10:45 a.m.
BREAK


10:45 – 11:45 a.m.
How to Use 4 Important Special Needs Planning Tools
This session will cover:

  • Guardianship
  • Conservatorship
  • Special needs trusts
  • SSDI/SSI benefits

– Jessica Timmington Lindstrom; Winthrop & Weinstine; Minneapolis 


11:45 a.m. – 12:45 p.m.
LUNCH BREAK


12:45 – 1:45 p.m.
Planning Strategies to Attain Eligibility
This session will explore permissible strategies for reducing assets for MA eligibility including spend down, five-year planning and Medicaid qualifying annuity plans.
– Mary Frances Price ; Long, Reher, Hanson & Price, PA; Minneapolis


1:45 – 2:45 p.m.
Breaking Up Is Hard to Do: Use of Divorce in MA Planning
This session will cover:

  • Representation
  • Division of assets
  • Antenuptial agreements
  • Limited capacity
  • Guardians ad litem
  • Plus – hypotheticals!

– Jane Binder; Binder Law Offices PA; Minneapolis
– Brenna Galvin; Maser Amundson Boggio PA; Richfield 


2:45 – 3:00 p.m.
BREAK


3:00 – 3:45 p.m.
Applications for Medical Assistance: Creating a Roadmap to Success
Topics to be discussed include obtaining necessary verifications from clients, completing the application, timing of submitting the application, processing periods, and AVS.
– Patty Dunlop; Schmitz, Schmidt & Anderson, P.A.; Saint Paul
– Kari Shogren; Long, Reher, Hanson & Price, PA; Minneapolis


3:45 – 4:45 p.m.
Elimination of Bias: Cultural Considerations When Planning
1.0 elimination of bias credit applied for
What cultural considerations are you missing that could be a disservice to your client? Who should be involved in the decision-making process? How do you identify potential issues when a family member has sponsored the individual needing benefits, asset transfer, or funeral planning? You will learn practical techniques to address these dynamics in effective and creative ways in this all-new informative session.
– Maya Missaghi; Missaghi Law, PLLC; Saint Paul
– Laura Orr; 
Southern Minnesota Regional Legal Services; Saint Paul

LIVE WEBCAST
Tuesday, August 11, 2020
Attend online

IN-PERSON REPLAYS
There are no replays.

$245 MSBA members / $245 paralegals / $295 standard rate

Other discounts that may apply:

Scholarships available!
Need-based scholarships are available for in-person and online seminars. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.

Minnesota CLE is applying to the Minnesota State Board of CLE for 6.25 standard CLE credits, including 1.0 elimination of bias credit. The maximum number of total credits attendees may claim for this program is 6.25 credits.

All course materials will be provided electronically.

MEMBER PRICE
$245.00
STANDARD PRICE
$295.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

LIMITED AND UNLIMITED PASSHOLDERS:
You may use your Pass to register for the live webcast at no charge.

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