Agenda

Webinar instructions will be emailed before the date of the webinar.

Please log into the webinar 15 – 30 minutes before start time.

Log into Webinar
8:00 – 8:30 am EDT
Morning Session
8:30 – 11:30 am EDT
Break
11:30 am – 12:30 pm EDT
Afternoon Session
12:30 – 4:40 pm EDT

 

Agenda
Important Developments in Health Care,                     G Bickford
Long Term Care, and Payment Schemes
Deficit Reduction Act regulations
Annuities: Update
Application and submission rules

Medicaid: Long-Term Care Planning, Estate Planning                     G. Bickford
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
Home care issues
Retroactive eligibility for home care
Establishing a date of institutionalization for spousal home care cases

The Medicare Program                     T. Berthelot
Part A
Part B
Part C
Part D

 Webinar Instructions

Each webinar session earns continuing education credit and can be registered for individually. All attendees must log-on through their own email – attendees may not watch together if they wish to earn continuing education credit. HalfMoon Education Inc. must be able to prove attendance if either the attendee or HalfMoon Education Inc. is audited.

Certificates of completion can be downloaded in PDF form upon passing a short quiz. A link to the quiz will be sent to each qualifying attendee immediately after the webinar. The certificate can be downloaded from the Results page of the quiz upon scoring 80% or higher.

Webinars are presented via GoToWebinar, an easy-to-use application that can be run on most systems and tablets. Instructions and login information will be provided in an email sent close to the date of the webinar. It is highly recommended that you download, install and test the application before the webinar begins by clicking on the link in the email.

GoToWebinar App requirements:
Windows 7 – 10 or Mac OSX Mavericks (10.9) – macOS Catalina (10.15)

Web Browser:
The two most recent version of the following browsers:
Google Chrome, Mozilla Firefox, Apple Safari, Microsoft Edge
Internet Explorer v11 (or later) with Flash enabled

Internet connection: Minimum of 1Mbps       Hardware: 2GB RAM or more

For more information, visit the Support section at www.gotowebinar.com

Credits

Accountants
8.0 CPE Hours

NASBA
8.0 CPE Hours in
Specialized Knowledge

Attorneys
6.5 Connecticut CLE Hours
6.5 New Hampshire CLE Hours
8.0 New York CLE Hours
6.5 Vermont CLE Hours

 

Continuing Education Credit Information
This webinar is open to the public and offers accountants 8.0 intermediate-level CPE hours in the area of Specialized Knowledge. 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. Accountants attending this course should have a basic knowledge of health care financing, and no advance preparation is recommended.

The Texas State Bar has approved this course for 6.5 CLE hours for attorneys. This approval qualifies the webinar for Connecticut attorneys.

This course is designed to qualify for 6.5 CLE hours for Connecticut and New Hampshire attorneys. Educators and courses are not subject to preapproval in Connecticut and New Hampshire.

HalfMoon Education is certified by the New York State CLE Board as an Accredited Provider of CLE programs.* This nontraditional format course offers 8.0 Areas of Professional Practice CLE hours, which are appropriate for experienced attorneys.

HalfMoon Education Inc. is an approved Vermont CLE provider for attorneys. This course offers 6.5 CLE hours.

Completion certificates will be awarded to participants who complete this event, respond to prompts, and earn a passing score (80%) on the quiz that follows the presentation (multiple attempts allowed).

*HalfMoon Education will provide financial hardship assistance to New York attorneys who wish to attend this event. Contact Frank Chapman at fchapman@halfmoonseminars.org for details.

Speakers

Terry Berthelot

University of Connecticut, Storrs-Mansfield, CT
Ms. Berthelot is an assistant professor in residence of Human Development and Family Studies at the University of Connecticut. She is also the director of the Aging Research Interest Group. Her research and advocacy is primarily about access to healthcare for people who are over 65 and for people with disabilities. She earned her Masters 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, Ms. Berthelot 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. Ms. Berthelot 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. She is currently a member of the Mansfield Town Council.

George B. Bickford

Law Offices of George B. Bickford, East Granby, CT
Mr. 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 Mr. Bickford 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.

Streamable MP4/PDF Price: $329.00

DISCLAIMER

Before undertaking any self-study effort, you should review the rules of your licensing/certifying entity. It’s your responsibility to determine whether or not this self-study course meets your continuing education requirements.

You must take and pass a quiz in order to receive credit. You can take the quiz as many times as needed and there is no time limit on the quiz. Once the quiz is completed, you will be asked to download your certificate.

Videos that qualify for AIA, LACES, ASLA, or CLARB credit will require an extra week for processing.

Streamable MP4/PDF

Available approximately 1 week after the date of the live event or the date of your order, whichever is later.

To track your purchase you will need to create an account on the website using the email address used for your registration.

The video will have occasional question prompts that will not allow the video to progress unless they are answered. You will not be able to skip forward while watching the video.

If you attempt to resume watching the video on a separate device, your progress will not be saved.

Click the link which appears at the end of the video to be taken to the course quiz.

USB MP4/PDF

HalfMoon will mail these materials via USPS. Please allow 2 weeks from the date of purchase to receive your product. If the live seminar is in the future, please allow 5 weeks from the date of the live seminar.

The link to the quiz will be available in a PDF in your USB drive marked QUIZ.

HalfMoon will contact you and issue a full refund if the product you ordered is not available. However, refunds will not be issued if completion certificates are requested.

Please contact HalfMoon Education if you have any questions during the process of taking this course. (715) 835-5900 or qchapman@halfmoonseminars.org