Connecticut Medicaid and Medicare Planning Update 2017
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
Important Developments in Health Care, G. Bickford
Long Term Care, and Payment Schemes
Deficit Reduction Act regulations
Annuities: Update
Application and submission rules
Medicare Update T. Berthelot
Medicare basics
Description
Enrollment
Medicare Advantage
Surge in enrollment
Pros and cons
Medicare updates
Payment of medications administered incident to physician’s visit
Alternative payment methods for Part A care
Improvement standard
Observation status
Appeals process
Widespread fraud in hospice
Medicaid: Long-Term Care Planning, G. Bickford
Estate Planning And Asset Transfers
History of Connecticut Medicaid program
Eligibility criteria
Covered services
Spousal impoverishment rules
Transfer of asset rules
Penalties and disqualification periods, transferee liability, exceptions
Financial Planning for the Elderly and Disabled G. Bickford
Asset protection: estate planning considerations
Exempt or excluded assets
Using trusts and advanced planning techniques
New legislative changes and potential problems
New and Expanded Restrictions on Medicaid Planning G. Bickford
Viability of asset transfers
Use of trusts
Use of annuities
Viability of Medicaid planning
Looking Ahead: What’s Visible on the Horizon? G. Bickford
Recovery?
Third party liability
Home care issues
Retroactive eligibility for home care
Credits
Accountants
8.0 CPE Hours
Attorneys
6.5 Connecticut CLE Hours
8.0 New York CLE Hours
Certified Financial Planners
8.0 Continuing Ed. Hours
Continuing Education Credit Information
This course is open to the public and offers accountants 8.0 intermediate-level CPE hours in the area of taxes. The Connecticut State Board of Accountancy accepts courses offered by NASBA National Registry sponsors. 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. This course offers 8.0 CPE hours (based on a 50 minute credit hour) in the field of Specialized Knowledge. A basic knowledge of Medicaid and Medicare is beneficial for this intermediate-level, group-live course. Certificates of attendance will be provided upon completion of this course. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org.
HalfMoon Education has entered into a continuing education agreement with the New York State Board for Public Accountancy as a continuing education sponsor (License No. 001570). This agreement does not constitute individual course approval. This course offers 8.0 CPE hours in the subject area of specialized knowledge.
This course offers Connecticut attorneys 6.5 CLE hours. Educators and courses are not subject to preapproval in Connecticut. HalfMoon Education is a New York-approved provider of CLE. * This traditional format, Areas of Professional Practice, seminar offers 8.0 CLE hours to new and experienced attorneys.
The Certified Financial Planner Board of Standards, Inc. has granted 8.0 hours of continuing education credit for the completion of this seminar.
*HalfMoon Education will provide financial hardship assistance to New York attorneys who wish to attend this event. Contact Doug Chapman at doug@halfmoonseminars.org for details.
Speakers
Terry Berthelot, MSW, JD
University of Connecticut, Storrs-Mansfield, CTMs. Berthelot is an Assistant Professor in Residence and Associate Director of Undergraduate Studies for Human Development and Family Sciences (HDFS) at the University of Connecticut. She is also the Editor and Chief for NAELA (National Academy of Elder Law Attorneys) News. Her research and advocacy is primarily about access to healthcare for people who are over sixty-five and for people with disabilities. She earned her Master’s degree in social work from Syracuse University, after which she designed, implemented, and then coordinated a Joint Commission Accredited hospice program in the Mississippi delta. Finding herself fascinated by the legal and ethical questions surrounding death and dying, Ms. Berthelot pursued her law degree at the University of Mississippi. After graduating, cum laude. She joined the Center for Medicare Advocacy, a national not-for-profit law firm. As a senior attorney, Ms. Berthelot oversaw the Center’s advocacy efforts. She also provided legal advice and representation to Medicare beneficiaries unfairly denied Medicare coverage or access to healthcare, wrote articles for national publications, produced educational materials, engaged in educational outreach activities with a particular focus on the Medicare hospice benefit, was a contributing author to the Medicare Handbook, and served as co-counsel for federal class action lawsuits challenging improper Medicare policies. Also while with the Center, Ms. Berthelot was the lead Medicare trainer for Connecticut’s State Health Insurance Assistance Program and for Connecticut’s Medicare Senior Patrol. She is a former chair of the steering committee for the National Academy of Elder Law Attorneys’ Health Care Section and she is the former Connecticut liaison for National Healthcare Decisions Day. Ms. Berthelot is currently a member of the Mansfield Town Council.
George B. Bickford
Law Offices of George B. Bickford, East Granby, CTMr. Bickford is a graduate of Harvard College and the University of Connecticut School of Law. From 1974 through 1981 he was employed by Neighborhood Legal Services, Inc. During his last three years there he was director of the Senior Citizens Law Project covering North Central Connecticut. From January 1982 through October 1992 Mr. Bickford was a partner in the firm of Weed & Bickford (formerly Weed, Kerrigan & Bickford), engaged in the general practice of law. On November 1, 1992 he opened the Law Offices of George B. Bickford as a sole practitioner in East Granby, Connecticut and, as of July 1, 2009, the firm is known as the Law Offices of George B. Bickford, LLC. The office consists of two attorneys and a highly trained paralegal staff concentrating in elder law issues. For many years he has been a guest speaker before bar, medical, social service and public groups on the topics of Social Security, Medicaid and estate planning for the elderly with long-term medical needs, the area in which he currently limits his practice. Mr. Bickford was a member of the Board of Directors of the Alzheimers Association Connecticut Chapter for many years, and he continues to provide them counsel and assistance. He is also a member of the National Academy of Elder Law Attorneys and the Executive Committee of the Elder Law Section of the Connecticut Bar Association.