Minnesota Medicare and Medical Assistance: Eligibility, Benefits and Planning
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Streamable MP4/PDF
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USB MP4/PDF
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The link to the quiz will be available in a PDF in your USB drive marked QUIZ.
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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.
Wednesday, November 13, 2024
9:00 am – 4:00 pm CST
Medicare, Medicaid and Placement Considerations
Presented by: David Rephan, Allison Frasier & Téa Baker
- What is Medicare and who qualifies for it?
- Medicare part A, B, D T. Baker
- Medicare supplemental insurance (Medigap)
- What is Medicaid and who qualifies for it?
- Current long-term care concerns and considerations
- Minnesota assisted living facility statute (Minnesota statues chapter 144 G)
Alternative Payment Options for Long-Term Care
Presented by: David Rephan, Allison Frasier & Téa Baker
- Private pay sources for long term care
- Long term care (LTC) insurance (issues surrounding LTC Insurance)
- Private funds
- Medicaid-compliant annuity
- Minnesota Veterans Home
- VA non-service connected pension
Planning Tools for Incapacity
Presented by: David Rephan, Allison Frasier & Téa Baker
- Power of attorney (gifting limitations in statutory short form)
- Healthcare directive
- Provider orders for life sustaining treatment (POLST)
- Guardianships and conservatorships
Minnesota Medical Assistance Eligibility, Programs, and Application
Presented by: David Rephan, Allison Frasier & Téa Baker
- Role of the Medical Assistance program
- Medical Assistance eligibility categories (asset, income, and medically eligible) (review hypotheticals)
- Available versus excluded assets
- Program Examples: MA-LTC, MA-EW, CADI, CDCS, MA-EPD
- Spousal impoverishment rules and income allowances (review hypotheticals)
- Uncompensated transfers and transfers between spouses (qualified account considerations)
- Medical Assistance application timeline, common verifications, and common concerns
Financial Planning for the Elderly and Disabled
Presented by: David Rephan, Allison Frasier & Téa Baker
- Financial goals and familial considerations
- Asset protection planning strategies (five-year lookback, penalty
- period planning, purchases and payments, Medicaid-compliant community spouse annuity
- Special, pooled special, and supplemental needs trusts
- ABLE accounts
Medicaid Estate Recovery
Presented by: David Rephan, Allison Frasier & Téa Baker
- What is estate recovery?
- When is estate recovery appropriate?
- Common concern: options for protecting the homestead
Handling Ethical Issues in Representation of the Elderly
Presented by: David T. Estle
- Identifying the client
- Preventing conflicts of interest
- Determining client capacity
- Maintaining client confidentiality
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.
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
Attorneys
6.0 CLE Hours (Incl. 1.0 Ethics Hour)
Accountants
7.2 CPE Credits
Continuing Education Credit Information
This webinar is open to the public and is designed to qualify for 6.0 CLE hours for Minnesota attorneys and 7.2 CPE credits for Minnesota accountants.
This webinar has been approved by the Minnesota Board of Continuing Legal Education for 6.0 total CLE hours which includes 5.0 standard CLE hours and 1.0 ethics CLE hour.
This webinar is open to the public and offers accountants 7.2 CPE credit hours (based on 50-minute hours) of intermediate-level group internet based CPE credits in the area of Specialized Knowledge. Knowledge of Medicare and Medicaid 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.
Sponsors registered with NASBA’s CPE Registry are considered an approved CPE provider by the Minnesota Board of Accountancy.
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
Téa Baker
Associate Attorney at Chestnut Cambronne, PAMs. Baker practice focuses on elder law (including Medicaid and asset protection planning), disability law (including special needs trust law), and estate planning. She is licensed in Minnesota. Ms. Baker earned her B.A. from the University of Minnesota, Twin Cities and her J.D. from the University of St. Thomas School of Law.
David T. Estle
Elder Law Attorney at Henningson & Snoxell, Ltd., located in Maple Grove, MinnesotaMr. Estle is practices in the areas of elder law, Medical Assistance planning, probate and trust administration, and general estate planning. He routinely represents clients with elder law issues, focusing on the costs and considerations of long-term care and elder health. Mr. Estle practices with an exclusive estate planning and administration and elder law focus. He received his B.A. from St. Olaf College in Northfield, Minnesota and his J.D. from the University of Arizona James E. Rogers College of Law in Tucson, Arizona. Mr. Estle is admitted to practice in Minnesota and is a member of the Minnesota State Bar Association. He is a Board member on the Minnesota Chapter of the National Academy of Elder Law Attorneys (NAELA).
Allison Frasier
Attorney at Chestnut CambronneMs. Frasier practices and counsels clients about elder law issues, such as long-term care and asset preservation planning, medical assistance and veterans benefits, as well as guardianship and conservatorship, special needs and disability planning, estate planning, and probate and trust administration. She received her B.A. from Carleton College and her J.D. from the University of St. Thomas School of Law. Ms. Frasier is licensed to practice law in Minnesota State Court and is an accredited attorney for veterans benefits before the Department of Veterans Affairs.
David Rephan
Attorney and Chestnut Cambronne Partner at Chestnut CambronneIn his thirty years of practicing law, Mr. Rephan has focused his practice primarily in the areas of elder law, disability law (including special needs trust law), government benefits law, and veterans law. He has successfully litigated class actions and individual actions on behalf of government benefits recipients. Mr. Rephan has also participated in successful legislative initiatives to increase the rights of persons appealing to the Minnesota Department of Human Services, as well as other rights of government benefits recipients.
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