6:00 – 6:45pm     Overview
An overview of the sources of the Medicaid rules: federal and state statutes and regulations, POMS, SSI, local practice, etc. Review of the relevant statutes; important terms to know. Medical qualification rules.

6:45 – 7:45pm     Income Qualifications
How different states limit single and married applicants' income. Increasing Community Spouse's income (MMMNA). "Qualified Income Trust" use and example.

7:45 – 8:00pm     Break

8:00 – 9:00pm     Countable Assets, Single and Married
Which assets are countable, unavailable, or excluded under the Medicaid rules? How different states calculate the Community Spouse Resource Allowance (CSRA). Planning options to maximize amount of CSRA.

9:00 – 10:00pm   Transfers and Penalties
Valuing gifts; penalty period vs. lookback period; timing requirements; exempt transfers.

08:30 – 09:30      Trusts: Design
Review of the Medicaid rules re irrevocable and revocable trusts. Pooled trusts and third- party special needs trusts. How to draft an irrevocable trust for Medicaid planning purposes. Review of various options and required provisions. Discussion of specific clauses and language. Tax issues to be aware of. Who should create the trust? Who should/can be beneficiary?

09:30 – 10:15      Strategy Grab-Bag
Asset conversions; decreasing home equity; IRAs; Personal Services Contracts.

10:15 – 10:30      Break

10:30 – 11:15      The Home
Planning options to protect the home, for single and married couples: gifting, joint interests, life estates, trusts. How to calculate life estate gifts and purchases

11:15 – 12:15      Medicaid Annuities and Promissory Notes
Basic rules. How to calculate annuity amount and timing. Single and married couple planning techniques. Gift calculations. Use of promissory notes.

12:15 – 1:15        Lunch: Provided Courtesy of MPN

1:15 – 2:15          Veterans Benefits
Basic rules for qualifying a veteran and/or veteran’s spouse for V.A. Pension. Obtaining a medical “rating.” Calculating the amount of pension. Planning techniques. Charging for assisting veterans’ claims; becoming accredited.

2:15 – 3:15          Gifting Strategies and “Half-a-Loaf”
How to do a "half-a-loaf" calculation. Variations on the classic technique. Exceptions to the gift penalty.

3:15 – 3:30          Break

3:30 – 4:15          Medicaid Problems
Class will work together on several mini-cases to determine countable assets, penalty periods, CSRAs, and MMMNAs for both married and single Medicaid applicants.

4:15 – 5:00          Post-Eligibility Issues
PETI rules. Transfers by the Community Spouse. Elective share problem (and solutions) if Community Spouse dies first.

5:00 – 6:00          Estate Recovery
What is included in the "estate"? How to minimize exposure. Imposition of liens.

08:00 – 10:00      Care Consulting Mastery: How To Build & Grow A Care Consultant Practice
Learn a proven process for securing motivated clients working just 3 days per week. You will learn how to uncover up to 4 streams of income from a single case, and the exacts steps to convert up to 90% of 1st appointments into new clients. This session will give you a framework for running each client meeting as well as a qualification worksheet, and letter of engagement template that virtualy ensures your success without you having to guess at things.

10:00 – 10:15      Break

10:15 – 11:30      Marketing Mastery: How To Build An Expert Practice With No Competition
Having a system in place to attract and qualify motivated clients is the single biggest challenge almost all financial and legal professionals face on a daily basis. In this sesssion you will learn how to position your brand as an expert practice, how to build a loyal referral network quickly and easily, what your marketing message should be, and what tools to use to tell your story to get maximum results.

11:30 – Noon      A Case Study: Using Care Planning Software To Deliver Exceptional Value
In this 30 minute session you will discover the 3 Essential Compnents of a successful practice: Marketing, Consulting, and Planning Software. Using a marital crisis case study, you will see how to secure paying clients that generate $7,500 – $15,000 in net revenues. Hint: these clients are middle income familes, not millionaires!

Noon – 12:45      Lunch: Provided Courtesy Of MPN

12:45 – 1:00        Key Documents in Medicaid Plan Design
Importance of the durable power of attorney. Key provisions unique to Medicaid planning. Will provisions. Deed options.

1:00 – 1:30         The Application Process; Fair Hearings
How does the Medicaid application process work? When should you apply? Married vs. single. How is a Fair Hearing run? Review of actual brief from a Fair Hearing.

1:30 – 2:30         Crisis Planning vs. Proactive Planning
Too often you get a call when Mom is in the hospital and can't come home, needing nursing home care. What's the difference in planning techniques for crisis vs. non-crisis situations?

2:30 – 2:45         Break

2:45 – 3:45         Case Studies
Together we will work through several case studies for single and married clients, pulling together all the techniques covered so far. How do you decide what is best?

3:45 – 4:00         Where to Find Your Own State Rules
Discussion of state law resources for applicable Medicaid rules and planning ideas.