Elder Law & Medicaid: New Rules & What You Need to Know Now


CLE credits earned: 2 GENERAL (or 2 LAW & LEGAL for WA state)

The program begins with a review of recent federal legislation that impacts the Medicaid Program. The emphasis then shifts to a detailed review of the Medicaid Program including eligibility; various Medicaid category programs and waiver programs and their requirements; Medicaid planning, including asset transfers; estate recovery; hardship provisions and the Medicaid appeals process for adverse decisions. The program concludes with a discussion of Veterans Administration Benefits, the use of Special Needs Trusts and ABLE Accounts.

Key topics to be discussed:

•   Medicaid Eligibility and Programs
•   Medicaid Pre-Need and Crisis Planning
•   Impact of Affordable Care Act and other legislation
•   Veterans Administration Benefits
•   Special Needs Trusts
•   ABLE Accounts

Date / Time: February 19, 2019

•   2:00 pm – 4:00 pm Eastern
•   1:00 pm – 3:00 pm Central
•   12:00 pm – 2:00 pm Mountain
•   11:00 pm – 1:00 pm Pacific

Choose a format:

•   Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
•   On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 7 business days after the original recording date and are view-able for up to one year.

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Barry K. Jones, Esq. is a Shareholder in the Jackson, Mississippi office of Pettis, Barfield & Hester, P.A. and a Member of the Firm’s Trust, Estates and Personal Planning Service Team. He concentrates his practice in the areas of State and Federal Taxation, including Individual, Non-Profit and Business Tax Planning, Estate and Gift Tax Planning, Compliance and Tax Controversy; Business Law including General Corporate, Contracts, Business Entity Formation, Liquidation, Merger, Reorganization, Acquisition and Securities Law Exemptions; Employee Benefits including Qualified Plans, Non-Qualified Deferred Compensation, Stock Option Plans and Welfare Benefit Plans; Estate Planning; Estate Administration; Asset Protection Planning; and Elder Law. He earned his Juris Doctor and Master of Law in Taxation Degrees from Emory University School of Law and he is a Certified Public Accountant and Accredited Estate Planner.

He is listed in Woodward/White’s The Best Lawyers in America® in the areas of Elder Law, Tax Law and Trust and Estates, Holds the Highest Professional Rating by Martindale-Hubbell Law Directory and is Listed by Mid-South Super Lawyers in the areas of Estate Planning & Probate. He is licensed as an attorney in Mississippi, Tennessee and Georgia and is a Member of the Mississippi Bar Association, Tennessee Bar Association, and Georgia Bar Association. He is also a Member of the Estate Planning Council of Mississippi, Mississippi Financial Planning Association, National Academy of Elder Law Attorneys, American Institute of Certified Public Accountants and Mississippi Society of Certified Public Accountants. He serves on the Board of Trustees for the Mississippi Tax Institute and has served on the Mississippi Baptist Health Systems Estate and Gift Advisory Board.

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Section I. Federal Medicaid Law Update
a) Introduction
b) Affordable Care Act
c) Medicare Access and CHIP Reauthorization Act of 2015

Section II. Applying for Medicaid-Eligibility Requirements
a) Introduction
b) General Eligibility Requirements
        i. Medicaid Category Programs
        ii. Medicaid Waiver Programs
        iii. Medicaid Long Term Care
        iv. Transfer of Assets
        v. Medicaid Estate Recovery

Section III. Affordable Care Act and PACE Program and Eligibility

Section IV. Medicaid Pre-Needs Asset Planning

Section V. Veterans Administration Benefits

Section VI. Medicaid Crisis Planning

Section VII. Contesting/Appealing Adverse Medicaid Decisions

Section VIII. Medicaid Discrimination

Section IX. Special Needs Trust and ABLE Accounts