33rd Connecticut Medicaid and Medicare Planning Update 2024
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**AIA credit is not available in USB format.
Streamable MP4/PDF
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USB MP4/PDF
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Agenda
Webinar instructions will be emailed before the date of the webinar.
Please log into the webinar 15 – 30 minutes before the start time.
Thursday, September 12, 2024
8:30 am – 4:40 pm EDT
Important Developments in Health Care, Long Term Care, and Payment Schemes
Presented by: George B. Bickford
- Deficit Reduction Act regulations
- Annuities: update
- Application and submission rules
Medicaid: Long-Term Care Planning, Estate Planning and Asset Transfers
Presented by: George B. Bickford
- 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
Presented by: George B. 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
Presented by: George B. Bickford
- Viability of asset transfers
- Use of trusts
- Use of annuities
- Viability of Medicaid planning
Looking Ahead: What’s Visible on the Horizon?
Presented by: George B. Bickford
- Home care issues
- Retroactive eligibility for home care
- Establishing a date of institutionalization for spousal home care cases
The Medicare Program
Presented by: Terry Berthelot
- Part A
- Part B
- Part C
- Medicare updates
Webinar Instructions
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.
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Windows 7 – 10 or Mac OSX Mavericks (10.9) – macOS Catalina (10.15)
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Google Chrome, Mozilla Firefox, Apple Safari, Microsoft Edge
Internet Explorer v11 (or later) with Flash enabled.
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Credits
Attorneys
6.5 CLE Hours
Accountants
8.0 CPE Credits
Continuing Education Credit Information
This webinar is open to the public and is designed to qualify for 6.5 CLE hours for Connecticut attorneys and 8.0 CPE credits for Connecticut accountants.
The Connecticut Judicial Branch Commission on Minimum Continuing Legal Education does not pre-approve courses or providers; this course is intended to comply with Practice Book §2-27A(b)(1) and (c)(6) and qualify for 6.5 CLE hours. This course may also qualify for continuing legal education in additional states, including New Hampshire. HalfMoon Education is an approved sponsor in Vermont.
This webinar is open to the public and offers accountants 8.0 CPE credit hours (based on 50-minute hours) of intermediate-level group internet based CPE credits in the area specialized knowledge. Knowledge of Medicaid and Medicare programs is beneficial, and no advance preparation is recommended. NASBA Sponsor No. 103015.
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.
The Connecticut Board of Accountancy does not pre-approve continuing education courses or providers.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and may not qualify for the same credits.
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.
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