Agenda

Registration:                    8:00 – 8:30 am

Morning Session:             8:30 am – 12:15 pm

Lunch (On your own):       12:15 – 1:15 pm

Afternoon Session:           1:15 – 4:40 pm

Medicaid for Long Term Care Update
B. Van Deysen

   Medicaid basics
   Benefits
   Eligibility
   Enrollment process
   Appeal process

Medicaid Considerations for Long Term Care Planning, Financial Planning and Estate Planning
B. Van Deysen

   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
A. Ellis

   Viability of asset transfers
   Use of trusts
   Use of annuities
   Viability of Medicaid planning
   Home care issues

Handling Ethical Issues in Representation of the Elderly
M. Kristyn Edgar

   Identifying the client
   Preventing conflicts of interest
   Determining client capacity
   Maintaining client confidentiality
   Preventing financial exploitation

Credits

Accountants
     8.0 CPE Credit Hours

Attorneys
     8.0 West Virginia CLE Hours (1.8 Ethics)
     6.75 Ohio CLE Hours

Certified Financial Planners
     8.0 CE Hours

Continuing Education Credit Information

This seminar is open to the public. The West Virginia Board of Accountancy accepts courses from providers that are members of the National Registry of CPE 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 accountancyhave final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submittedto the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. Sponsor No. 103015.

This intermediate level, group live, course offers 8.0 CPE credit hours in the area of specialized knowledge. Knowledge of Medicaid is useful. No advance preparation is necessary.

This course is approved for 8.0 CLE hours, including 1.8 ethics hours, for West Virginia attorneys and 6.75 CLE hours, including 1.25 professional conduct hours, for Ohio attorneys.

HalfMoon Education Inc. is a CFP Board-Registered continuing education Sponsor (Sponsor No. 466). 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 reported, as required. 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

Andrew Ellis

Wooton, Davis, Hussell & Ellis, PLLC

Wooton, Davis, Hussell & Ellis, PLLC, CharlestonMr. Ellis leverages a thorough understanding of estate and trust law with extensive experience handling taxation matters to help clients navigate the complex regulations of estate planning and administration. He represents both institutions and individuals in a variety of matters, including transfer of wealth and business succession plans, as well as personal and professional business planning and guidance. His comprehensive knowledge of state and federal income tax matters has enabled him to work with a number of non-profit organizations, advising them from their formation all the way through to procuring their tax exemption status, including the application process. Additionally, his experience working with businesses of all sizes, as well as his knowledge of evolving tax legislation, allow him to offer proactive counseling and planning advice to clients to help them achieve their goals and objectives while mitigating their risk along the way. When litigation becomes necessary, Mr. Ellis has extensive litigation experience in will contests and misappropriation of funds cases, utilizing his knowledge of estate and trust law to help clients reach successful resolutions. He also handles general litigation matters for clients, ranging from breach of contract matters to real estate disputes. Mr. Ellis has handled various types of litigation matters throughout the state of West Virginia. He is a member of The West Virginia State Bar (Probate Committee) and the Charleston Estate Planning Council. He earned his B.A. degree from West Virginia Wesleyan College, his J.D. degree from the University of Denver College of Law, and his LL.M. degree from the University of Denver.

Brent Van

Van Deysen Law Office PLLC

Van Deysen Law Office PLLC, Charleston and MorgantownMr. Van Deysen is the owner of Van Deysen Law Office, a law firm specializing in elder law with offices located in Charleston and Morgantown. Mr. Van Deysen is a graduate of the West Virginia University College of Law. Mr. Van Deysen is also a graduate of Fairmont State College where he earned a baccalaureate degree in accounting. He is a member of the National Academy of Elder Law Attorneys (NAELA) and is an accredited attorney authorized to handle claims before the Veterans Administration. He is also a member of the West Virginia State Bar. Mr. Van Deysen volunteers his time for many worthy causes that benefit seniors and their caregivers. He is a past member of the Board of Directors of Monongalia County’s senior center, Senior Monongalians Inc., where he also served as board president during 2009 and 2010. Van Deysen Law Office, PLLC, is a corporate sponsor of the Alzheimer’s Association Memory Walk the purpose of which is to raise awareness about Alzheimer’s disease and the on-going battle to find a cure. Upon graduation from high school, Mr. Van Deysen enlisted in the United States Air Force. He currently resides in Monongalia County, West Virginia.