Eligibility Today - The Basics Brought Up-to-Date

Medical Assistance for long term care; it's a moving target. This session will hit the bull's-eye so we all have a common understanding of the eligibility rules in effect on March 1, 2010.

- Jeffrey W. Schmidt

2009 Changes - The List. What's Effective Now and Later

This segment focuses on what changes to Medical Assistance have been approved by the Minnesota Legislature but are not effective yet and not approved yet by CMS.

- Robert H. Chesley

Transfers Today and Tomorrow

Minnesota is more than three years into the five year phase in of the Medical Assistance transfer laws. This session will review these laws, how they are anticipated to change effective January 1, 2011, and the use of hardship waivers where transfer penalties are imposed.

- Cathryn D. Reher

Pesky Asset Problems in Medical Assistance

Some client resources can impact Medical Assistance eligibility and cause problems if improperly set up and are more difficult to evaluate under the Medical Assistance rules, and the Manual.

- Real Property Valuation - Julian J. Zweber
- Retirement Plans - Julian J. Zweber
- Prefunded Funerals - Allison J. Frasier
- Annuities - Cathryn D. Reher
- Promissory Notes/Family Loans -Lisa J. Bowen

How, When and Why to Challenge the Adverse Answer - a Case Study Panel

- Randy F. Boggio, Laurie Hanson, Paul D. Reuvers & Jeffrey W. Schmidt

QUESTIONS & ANSWERS

Elderly Waiver "Adjustments"

This session will review changes in legislation affecting Elderly Waiver, most of which will take effect in 2011. Be prepared to help your clients understand these "adjustments" and how they may impact eligibility for Elderly Waiver.

- Laura J. Zdychnec

Double Planning for the Long Term

The five year lookback for transfer of assets and the longer reach of estate recovery has made asset protection planning increasingly difficult for married couples. Thus couples should consider planning not only for the disabled/elderly applicant spouse, but also for the community spouse as part of the same five year lookback period - "double planning."

- Stuart E. Schmitz

Estate Recovery

While the Barg case is final, uncertainty in estate recovery prevails. The 2009 legislative amendments to estate recovery are sweeping and are awaiting federal approval. This session reviews the changes to estate recovery and how attorneys can advise clients and surviving spouses of Medical Assistance recipients in light of the 2009 amendments.

- Randy F. Boggio & Peter M. Hendricks

Thorough Advice So the Client Understands the Uncertainty - How to Advise in the Inherently Uncertain Times

- Mary Frances Price & Kris L. Maser

Trust Availability

Trusts are treated differently depending on who created them, when they were created, why they were created, and their specific terms. This session presents an overview of Medical Assistance treatment of various types of trusts.

- Mark L. Anderson

Trust Administration

Executing a special needs trust agreement is only the first step when sheltering the assets of a person with a disability from medical assistance and supplemental security income mandated asset limitations. Failure to properly administer a special needs trust may inadvertently terminate the trust; exposing trust assets to potential creditor claims and litigation. We will present some hidden landmines of trust administration and discuss ways to recognize and avoid them.

- Lori L. Guzman & Janet E. Totter

QUESTIONS & ANSWERS