Georgia Medicaid and Medicare Workshop: Eligibility, Benefits and Planning
Agenda
Webinar instructions will be emailed before the date of the webinar.
Please log into the webinar 15 – 30 minutes before the start time.
Tuesday, November 19, 2024
9:00 am – 5:00 pm EST
Medicare: Addressing Clients’ Basic Questions
Presented by: Doyle E. Mullis III
- Medicare basics
- Long-term care problem
- Part B enrollment
- Medicare Advantage
Medicaid Application/Appeal Workshop
Presented by: Dale Davidson, J.D.
- Completing the Medicaid application process
- Appealing a Medicaid decision
Planning Tools for Incapacity
Presented by: Dale Davidson, J.D.
- Durable powers of attorney
- Healthcare directives
- Guardianships
Georgia Medicaid: The Alternative to Private Pay Options
Presented by: Traci Blake Salami
- Medicaid eligibility
- Covered services
- Services that are not covered
- Spousal impoverishment rules
- Penalties and restrictions
- The application process
- Appealing Medicaid decisions
Financial Planning for the Elderly and Disabled
Presented by: Holly Geerdes, Esq.
- Asset protection planning
- Role of Medicaid
- Trusts and advanced planning techniques
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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Credits
Attorneys
7.0 CLE Hours
Accountants
8.0 CPE Hours*
Continuing Education Credit Information
This webinar is open to the public and is designed to qualify for 7.0 CLE hours for Georgia attorneys and 8.0 CPE credits for Georgia accountants.
This webinar has been approved for 7.0 general CLE hours by the Georgia Commission on Continuing Lawyer Competency.
This course may provide 8.0 CPE credits (based on 50-minute hours) to accountants in Georgia for whom this subject matter is professionally relevant.
*The Georgia State Board of Accountancy does not pre-approve any providers or courses for continuing professional education.
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; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.
Speakers
Traci Blake Salami
Elder Law and Estate Planning Attorney & CEO of Blake Salami Law GroupMs. Blake Salami’s heartfelt mission revolves around supporting families in crafting comprehensive estate plans that not only safeguard their assets but also honor their inherent dignity. With over a decade of dedicated experience in elder law, estate planning, disability rights, and social justice, her passion lies in serving the unique needs of older adults, strategizing with families, and advocating for individuals with psychiatric, intellectual, and developmental disabilities. Beyond her professional pursuits, she finds immeasurable joy in being a devoted wife and mother of two precious children. Family is the bedrock of her values, and this understanding deeply influences her approach to legal practice. Through her journey, she has had the privilege of successfully representing clients in federal and state courts, administrative hearings, and special proceedings. She champions their rights and interests in critical matters, including Medicaid eligibility, guardianship, probate, and civil rights. Ms. Blake Salami is licensed to practice law in both Georgia and New York. She is also a licensed social worker. This multidimensional background allows her to provide a holistic and empathetic perspective to her clients. Together, she wants to build strong families and resilient communities, where every individual’s rights and dignity are cherished.
Dale Davidson, J.D.
Attorney with Davidson Law Offices, LLC Estate Planning, Elder Special Needs Planning & Veterans BenefitsMr. Davidson is proud to have a staff that matches his ideals and beliefs in doing whatever it takes to help their clients. Together, they are happy to tackle any concerns you may have for you or your loved ones. He is a devoted father of three grown boys and husband to his lovely wife, Rhonda. Mr. Davidson Christian faith and family are most important to him. He has more than 25 years of experience in the areas of estate planning, elder law, guardianships, probate and administration, trusts and wills, veteran pensions, and special needs planning. Mr. Davidson is dedicated to helping individuals and families plan for the future. He also understands the stress and legal issues involved in dealing with families in the midst of a crisis such as a loved one going into a nursing home or passing away. Mr. Davidson received his J.D. at Cumberland School of Law, Samford University and his Master of Laws in Taxation from The University of Florida Levin.
Holly Geerdes, Esq.
Founding Attorney Estate Law Center USAMs. Geerdes has established herself as one of the premier trial and asset protection attorneys in the United States. Due to her experience and expertise, She also has extensive management and leadership experience in coordinating state-wide projects for professional legal development related to improving the caliber of attorneys, having trained everyone from novice attorneys to veteran judges on legal practice and the law. Ms. Geerdes highly successful legal career in the state governments also enabled her to develop and maintain close ties with both the local State Legislatures and the State Bars to oversee and litigate the most important legal issues pending in the United States and the local States. She is now one of the most sought-after attorneys to train lawyers across the United States in the area of estate planning, elder law, and asset protection, supervising over 50 attorneys in the United States who specialize in the complex area of asset protection.
Doyle E. Mullis III
Of Counsel Anderson, Walker & Reichert, LLP Fickling & Company BuildingMr. Mullis primarily practices in Elder Law and Estate Planning with Anderson, Walker & Reichert, LLP in Macon, GA, with an additional practice focus on Investigations and Compliance. He received his law degree from Mercer University and his bachelor’s degree from the University of Tampa. Mr. Mullis served as a Judge Advocate General’s Officer in the U.S. Army Reserve, retiring in 2016. His JAG career included estate planning for Soldiers and their family members as well as advice on tax and benefits. Mr. Mullis has unique experience with government benefit programs from his prior concurrent work as a U.S. Department of Defense (DoD) Special Agent. During his 20+ year career as a DoD Agent, his work often examined Medicare, Medicaid, TRICARE, and Veterans Affairs disability and healthcare services and billing, as well as other benefit programs such as Social Security and SSI. Mr. Mullis’s seasoned experience with program coverages, cost share, exclusions, and alternatives to insurance delivers an insider perspective to learning government benefits. His practice with Anderson, Walker & Reichert provides clients with advice and planning support for decisions on future funding of medical cost share, long-term care costs, available options, and qualifying for Medicaid and Veteran benefits, as well as tax-advantaged trusts to implement asset protection goals. Mr. Mullis assists clients with understanding Medicare limitations for long-term care and hospice as well as educating clients on its several coverage parts. He also gives clients information to help them choose whether to enroll with Original Medicare or a Medicare Advantage plan. Mr. Mullis is a member of the National Academy of Elder Law Attorneys.
7 Knowledge Points
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