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- Audio Conference DVD's and CD's:
Medicaid Eligibility Nuts & Bolts: Strategies in Estate Planning
Audio Conference Recording Price: 199.00 (U.S. Dollars) -
SUMMARY
Failure to properly secure Medicaid during the estate planning process can result in the loss of crucial benefits for your client. What are the current Medicaid eligibility requirements & how can you protect the long-term needs of your clients? Join us for a 60-minute live audio conference, where you and your colleagues will discover:
- Keys for Meeting Medicaid Eligibility & Application Requirements
- Medicaid Planning for the Long-term Care of Your Client
- What are the Penalty Period Calculations for Gifts under Medicaid?
- Strategies to Meet the Deficit Reduction Act Requirements
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PROGRAM BENEFITS
In this 60-minute live audio conference, you will learn the essentials for securing Medicaid eligibility for your client & applying estate planning practices that protect your client.
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PROGRAM HIGHLIGHTS
- Medicaid Eligibility Guidelines: Keys to Secure Benefits for Your Client
- What are the current Medicaid eligibility requirements?
- Keys to properly draft Medicaid applications for your client
- Strategies to meet Deficit Reduction Act Requirements
- Medicaid verification & documentation essentials
- Medicaid Nuts & Bolts: Estate Planning Practices to Protect Your Client
- What are the penalty periods for gifts under Medicaid?
- Keys to Avoid Estate Recovery Issues in the estate planning process
- Post eligibility planning: How to get the most for your client
- Medicaid Planning for the Long-term Care of Your Client
- Strategies for drafting caregiver agreements
- Keys for planning for incapacitation of the elderly client
- What are the routine spend down items under Medicaid?
- Use of Third Party supplement needs trusts for long-term care
- Question and Answer Session – Have Your Medicaid Eligibility Questions Answered!
- Medicaid Eligibility Guidelines: Keys to Secure Benefits for Your Client
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SPEAKER
Douglas J. Chu, Esquire is partner at Hynes & Chu, LLP of New York where he practices in the area of Elder Law.
- Mr. Chu currently sits on the Board of Overseers for the Brookdale Center on Aging and is also a member of the advisory committee of the Evelyn Frank Legal Resources Program at Selfhelp Community Services, Inc. Mr. Chu was an Adjunct Professor at CUNY Law School and Long Island University, where he taught Elder Law related courses. He is a respected lecturer on government entitlements and presents a monthly lecture series on applying for Medicaid home care for the Alzheimer's Association of New York City.
- Mr. Chu is Co-Chair of the New York City Citywide Medicaid Advisory Council and is a sitting member of the Beneficiary Advisory Committee of Empire Medicare Services. He is the author and editor of the chapter "Medicaid for the Elderly, Blind and Disabled", found in The New York Elder Law Handbook published annually by the Practicing Law Institute of New York, where he is also a member of their faculty and current Co-Chair of their Annual Elder Law Institute.
- Mr. Chu is a member of the National Academy of Elder Law Attorneys and the New York State Bar Association Elder Law Section. He is admitted to practice in New York, New Jersey and Washington, D.C.
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PROGRAM MATERIALS
The speaker's PowerPoint presentation slides are included with your audio recording purchase. All materials are accessible through the Internet and can be downloaded as a PDF file.
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- Audio Conference DVD's and CD's:
