Pennsylvania Medicaid and Medicare Planning Update 2017
DISCLAIMER
Before purchasing, review the rules of your licensing or certifying entity. It is your responsibility to confirm this course meets your CE requirements. See the credit tab on the course page for details.
What’s Included: Full webinar recording, written course materials, expert instruction, a mandatory quiz, and a certificate upon completion.
Deliverability Timeline: All courses are generally available within 1-2 weeks after the live presentation.
CE Credits: AIA and/or LA/CES accreditation is available by request for courses recorded prior to March 11, 2026. All courses after that date include those accreditations by default, if applicable. With these accreditations, our courses qualify for credit in nearly all states for engineers, surveyors, architects, and landscape architects.
Learn more about the on-demand format in our FAQ or contact us at (715) 835-5900 or customerservice@halfmoonseminars.org
Agenda
Registration: 8:00 – 8:30 am
Morning Session: 8:30 – 11:45 am
Lunch (On your own): 11:45 am – 12:45 pm
Afternoon Session: 12:45 – 4:40 pm
Medicare Update
S. George
Medicare basics
Description
Medicare 2017 costs
Enrollment
Medicare supplement
Pros and cons
Enrollment
Prescription drug plans (PDP)
Options
Enrollment
Medicare Advantage
Pros and cons
Enrollment
Medicare hot topics / what’s on the horizon
Medicaid for Long Term Care Update
E. Spurlin
Medicaid basics
Benefits
Eligibility
Enrollment process
Appeal process
Medicaid Considerations for Long Term Care Planning, Financial Planning and Estate Planning
E. Spurlin, R. Kreitz
Spousal impoverishment rules
Transfer of asset rules
Penalties and disqualification periods, transferee liability, exceptions
Asset protection: estate planning considerations
Exempt or excluded assets
Using trusts and advanced planning techniques
Restrictions on Medicaid Planning and the Future Outlook
R. Kreitz
Viability of asset transfers
Use of trusts
Use of annuities
Viability of Medicaid planning
Third party liability
Home care issues
Credits
Accountants
8.0 CPE Hours
Attorneys
6.5 Pennsylvania CLE Hours
8.0 New York CLE Hours
Certified Financial Planners
8.0 CE Hours
Continuing Education Credit Information
This seminar is open to the public and offers continuing education credits to accountants, attorneys, and certified financial planners.
This seminar offers accountants 8.0 intermediate-level CPE credit hours in the area of Specialized Knowledge. A basic understanding of Medicaid and Medicare is recommended,and no advance preparation is necessary.
HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. (Sponsor No. 103015)
The Pennsylvania CLE Board has approved this seminar for 6.5 CLE hours for attorneys.
HalfMoon Education has been certified by the NY State CLE Board as an accredited provider of CLE programs. This traditional format course offers 8.0 Areas of Professional Practice CLE hours suitable for new and experienced attorneys.
HalfMoon Education Inc. is a CFP Board-registered continuing education sponsor. The Certified Financial Planner Board of Standards, Inc. has granted 8.0 hours of continuing education credit for the completion of this seminar.
Attendance will be monitored, and attendance certificates will be available after the seminar for most individuals who complete the entire event. Attendance certificates not available at the seminar will be mailed to participants within fifteen business days.
Speakers
Scott George
Scott George is the president of Premier One Financial Company. He was born and raised in Lancaster County, Pennsylvania. Mr. George has been in the financial services business for 15 years. He founded Premier One Financial Company, an independent firm specializing in Medicare insurance. As an independent agent, Mr. George is certified with many of the top insurance companies which allows him to provide lots of options for his clients.
Robert Kreitz
Robert R. Kreitz is a partner with Roland Stock and has been practicing law in Berks County since 1978. He focuses his practice on estate planning, estate administration and elder law matters. Mr. Kreitz is an active member of the Pennsylvania Bar Association Elder Law Section, the Berks County Bar Association Estate Planning/Elder Law Section and the National Academy of Elder Law Attorneys (NAELA). He is also a member of the Berks County Orphans’ Court Rules Committee. Mr. Kreitz has served as Program Chair and as a Council member of the Pennsylvania Bar Association’s Real Property, Probate and Trust Law Section’s Probate Division. He has also served as Chairman of the Senior Citizens’ Handbook Committee of the Berks County Bar Association. A former Solicitor to the Register of Wills of Berks County, Mr. Kreitz lectures frequently on elder law and estate planning matters for church groups, civic groups, non-profit organizations and legal organizations, including the Pennsylvania Bar Institute. Mr. Kreitz received his law degree from the Dickinson School of Law in 1978. He is a Phi Beta Kappa graduate of Gettysburg College. He is licensed to practice in Pennsylvania and before the United States Tax Court.
Erik Spurlin
Erik D. Spurlin is an attorney with the Elder Law Firm of Robert Clofine in York, Pennsylvania. His focus is on estate administration and long-term care planning. Mr. Spurlin is a graduate of Arizona State University, where he received his B.A. degree, summa cum laude, and M.A. degree, summa cum laude, in Political Science. He earned his J.D.degree, cum laude, from Temple University James D. Beasley School of Law, where he also received a LL.M. degree in Taxation, with distinction, and a Certificate in Estate Planning. Prior to joining the Elder Law Firm of Robert Clofine in 2014, Mr. Spurlin served as a law clerk to the York County Orphans’ Court and as a former associate of a Lancaster County law firm.