Easily navigating through Medicaid law issues is essential to the success of your client's long-term planning efforts.
This topic will review Medicaid eligibility issues, including eligibility rules, application process, and strategies. To properly advise the increasing population of Medicaid eligible individuals, it is essential to have a comprehensive knowledge of Medicaid and elder planning. Learn how to protect your clients' assets and provide the high-quality services they're looking for. Explore the complexities of Medicaid eligibility, learn the latest strategies for transferring assets, and discover common planning considerations for elderly clients.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Who Is My Client?
- Why Do I Need to Know?
- How Do I Tell?
- Who Can Help Assess the Situation Presented to Me?
Do the Legal and Medical Elements of My Client's Care Plan Intersect? Where?
- For Each Field, Do the Borders and Boundaries Differ? Why?
- Does the Medical Relationship Differ From How My Attorney/Client Relationship Works?
- What Can I Do as an Attorney When My Client's Goal Is Unclear?
Do I Have a Choice Between Providing Representation or Best Interest Legal Services? Why Not?
- What Duties Do I Owe to My Client?
- Does a Representation Attorney Represent the Client?
- Why Can't I Be a Best Interest Attorney?
Does the Covered California Exchange Affect My Role and Goal (to Provide Legal Services)?
- Do I Already Know About Medical Coverage
- What Do I Already Know About Financial Eligibility for Medi-Cal?
- What Do I Already Know About Enforcement of the Estate Recovery Claim for Recoupment From the Estate of the Recipient?
- What Do I Now Need to Know About Future Eligibility and Future Enforcement to Navigate the Changing Federal Landscape?
- Are These Changes for California Only?
Does the EOLA/End of Life Act (AB2x-15) Affect My Client's Options?
- What Duties Do I Owe My Client?
- Can I Be a Best Interest Attorney?
- When Does a Representation Attorney Represent the Client?
- How Do I Navigate Between Best Interest and Representation?
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on July 18, 2016.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Carol A. Peters
Law Office of Carol A. Peters
- Extensive practical experience as a California Attorney and pre-eminently rated with Martindale-Hubbell Law Directory
- Expert witness about public benefits eligibility (after 11 years as a public benefits administrator)
- Past instructor for California State University – Fullerton for online certificate program for professional fiduciary students
- Member of California’s Working Group for creation of California’s Professional Fiduciaries Bureau
- Member of approved panel of volunteer Settlement Officers for LA Superior Court
- Volunteer member of Board of Center For Aging Resources, a psych-social services nonprofit and convenor of the monthly SGV Elder Abuse Taskforce
- Volunteer arbitrator for LACBA’s ADR program for resolution of attorney/client fee disputes
- J.D. degree, Whittier College School of Law; B.A. degree, Pomona College
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
- Live Webinars
- MP3 Downloads
- Course Manuals
- Executive Reports
- White Papers and Articles
Additional benefits include:
- State Specific Credit Tracker
- All-Access Pass Course Concierge
Questions? Call 877-296-2169 to speak with a real person.
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