Agenda

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

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

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7:30 – 8:00 am CDT
Morning Session
8:00 – 11:30 am CDT
Break
11:30 am – 12:30 pm CDT
Afternoon Session
12:30 – 3:45 pm CDT


Medical Assistance: Long-Term Care Planning,                     M. Barrett

Estate Planning and Asset Transfers
History of the Minnesota Medical Assistance program
Eligibility criteria
Covered services
Spousal impoverishment rules
Transfer of asset rules
Penalties and disqualification periods, transferee liability, exceptions

Proactive and Crisis Planning Techniques                      J. Chambers
Third-party and testamentary supplemental needs trusts
First-party special needs trusts and pooled trusts
Spending down: goals and techniques
Reverse half-a-loaf planning
Medicaid-compliant annuities and promissory notes
Gifting

Medicare Update                     V. Bock
Medicare basics
Long-term care problem
Part B enrollment
Medicare Advantage

Unintentional Gifting: Avoiding Probate May Disqualify Your                     L. Chesley
Clients From Medical Assistance
Adding children to your bank account
Deeding real estate to children
Life estate vs. right to occupy

Financial Planning for the Elderly and Disabled                     J. Kukla
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                     R. Henning
Medical Assistance Planning
Viability of asset transfers
Use of trusts
Use of annuities
Viability of Medical Assistance planning


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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The two most recent version of the following browsers:
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Internet Explorer v11 (or later) with Flash enabled


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Credits

Accountants
7.5 CPE Hours

Attorneys
Minnesota CLE Pending
7.5 Wisconsin CLE Hours

Certified Financial Planners
6.0 CE Hours


Continuing Education Credit Information

This seminar is open to the public. The Minnesota Board of Accountancy accepts sponsors listed on the NASBA National Registry of CPE Sponsors. This intermediate-level course offers up to 7.5 CPE credits (based on 50-minute hours) in the area of specialized knowledge. A basic understanding of Medicare and Medical Assistance is beneficial for this program and no advance preparation is required.

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.

HalfMoon Education has applied to the Minnesota State Board of CLE for course approval for attorneys, which is pending.

The Wisconsin Board of Bar Examiners has approved this course for 7.5 CLE credit hours.

HalfMoon Education Inc. is a CFP Board-Registered continuing education Sponsor. The Certified Financial Planner Board of Standards, Inc. has granted 6.0 hours of continuing education credit for the completion of this seminar. HalfMoon Education is seeking 7.5 hours of credit, which is under review.

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

Speakers

Margaret Barrett

Margaret Barrett Safe Harbor Estate Law, PLLC
Ms. Barrett’s experience includes working in accounting and finance, practicing litigation in a big law firm, being a small business owner, and pursuing Medicaid reimbursement at a medical device company. She is active in the Minnesota State Bar Association Elder Law and Probate and Trust Sections, the National Academy of Elder Law Attorneys (NAELA), Minnesota Women Lawyers, and Christian Legal Society of Minnesota. She graduated from the University of St. Thomas, summa cum laude, in 1981, and from William Mitchell College of Law, cum laude, in 1991. Ms. Barrett is admitted to practice before Minnesota and Federal District courts.

Valerie Bock

Valerie Bock Valerie Bock Medicare Consulting, LLC
Ms. Bock has touched all aspects of employee benefits in her 40-year career, working for health insurance companies, third-party administrators, consultants, and in-house benefit departments. She has deep experience in designing, managing, and administering benefit programs sponsored by employers, such as health, disability and life insurance; pre-tax spending account plans; and 401(k) programs. Ms. Bock has always been passionate about helping individuals understand complex benefits concepts through education, communication and promotion of healthcare consumerism. She is taking that passion forward by finding ways to help those transitioning to Medicare. She is an alumna of Augustana University and holds a Certified Employee Benefits Specialists designation from the Wharton School of Business.

Janelle Chambers

Janelle Chambers Chandler and Brown, Ltd
Ms. Chambers was born and raised in Southern California. She received her juris doctor degree from the University of St. Thomas School of Law, cum laude. She practices at the St. Paul estate planning law firm of Chandler and Brown, specializing in the areas of estate and charitable planning, trust and probate administration, and elder law. Ms. Chambers presents frequently to the Twin Cities community on estate and charitable planning. Some of her recent audiences include legal and financial advisors, nonprofit organizations, and government agencies, such as the Minnesota Department of Human Services. Ms. Chambers is an active member of the Minnesota and Wisconsin State Bar Associations, the National Academy of Elder Law Attorneys (NAELA), and the St. Paul and Minnesota Foundations’ Cornerstone Council. She has served as a volunteer with the Minnesota State Bar Foundation and currently volunteers with Minnesota’s chapter of Wills for Heroes, as well as the Eden Prairie Hockey Association and the Eden Prairie Soccer Association.

Lisa Chesley

Lisa Chesley Chesley Law Firm
Ms. Chesley has strong local ties, having been born and raised in Mankato. She is a graduate of Mankato West High School, where she participated in a variety of activities that sparked her interest in the legal field. She earned her Juris Doctorate from Hamline University School of Law in 2014 and moved back to Mankato to practice law. Ms. Chesley and her partner opened Chesley Law Firm in 2017 and have focused on helping clients with a range of elder law issues since that time. She enjoys the wide variety that is “elder law”, from helping clients plan for the future to litigating important family issues.

Rachell Henning

Rachell Henning Henningson & Snoxell, Ltd
Ms. Henning brings a wealth of personal and professional experience to her practice as an elder law attorney. From an early age, she has been dedicated to assisting elderly individuals and individuals with disabilities to live their lives to the fullest. Ms. Henning managed a residential home for individuals with disabilities earlier in her career and was quickly promoted to be a service coordinator advocating for the people she served, working closely with their families and the staff to ensure the individuals she served were receiving proper services and living fulfilling lives. Ms. Henning also has experience working with county financial workers, social workers, and others who handled eligibility decisions for the state run programs, including Medical Assistance. Rachell was able to build relationships with those individuals to understand more about the administrative end and she is able to utilize this experience to advocate more effectively on behalf of her clients as a result. She graduated from South Dakota State University, cum laude, and from Mitchell Hamline School of Law, cum laude.

Joseph Kukla

Joseph Kukla Thiel, Anderson, Kukla & Gunderson, PLLP
Mr. Kukla is a partner at Thiel, Anderson, Kukla & Gunderson in Edina, and has been with that law firm since 2013. Mr. Kukla has a legal practice that is based in estate planning, real estate and business law, with a particular emphasis on serving clients with special needs. He has extensive experience with guardianships and trust planning, and he is an expert on the rules of Medical Assistance (Medicaid) and Social Security. His youngest brother, Jake, has developmental disabilities and that inspired him to use his background to help individuals and families dealing with similar circumstances. In addition to his legal practice, Mr. Kukla is a pro bono adviser to the Arc of Minnesota Master Pooled Trust, is a licensed PCA through St. David’s Center for Child & Family Development in Minnetonka, MN; is a certified coach and volunteer for Special Olympics Minnesota; and currently serves on the Board of Directors for Opportunity Partners, Inc., a Twin Cities-based non-profit organization that provides services to the disability community.

USB MP4/PDF Price: $299.00