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PBI - The Medicaid Application Process
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Discover the many facets of Medicaid benefits planning: There are many facets of Medicaid benefits planning that must be mastered in order to successfully navigate the waters of this complicated area of law. This course will introduce you to the basics of Medicaid such as: •eligibility rules for single persons and married couples •spend-down techniques •asset transfer rules •basic planning strategies to help properly advise your clients -- and keep you from committing malpractice

3/18/2015
When: 3/18/2015
9:00 AM
Where: YCBA - CLE
137 E. Market St.
York, Pennsylvania  17401
United States
Presenter: PBI
Contact: Cheryl Kauffman
cheryl.kauffman@yorkbar.com
717-854-8755x203

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Discover the many facets of Medicaid benefits planning

There are many facets of Medicaid benefits planning that must be mastered in order to successfully navigate the waters of this complicated area of law. This course will introduce you to the basics of Medicaid such as:
  • eligibility rules for single persons and married couples
  • spend-down techniques
  • asset transfer rules
  • basic planning strategies to help properly advise your clients -- and keep you from committing malpractice
Getting your client eligible for Medical Assistance is only half the battle
You also need to convince the Department of Public Welfare of your client’s eligibility. Learn how to fill out the PA 600L application for Medical Assistance in a way that is most advantageous to your client. Gain practical knowledge of the process and pick up practice tips. You will come away knowing how to avoid common mistakes when completing the PA600L in order to prevent unnecessary delays and efficiently obtain the desired result for your client.
Know the issues and process timeline so your advice is accurate
You’ll learn how to interface with the various players involved, deal with such issues as penalized gifts, caregiver agreements, prepaid funeral expenses, purchasing personal items for the applicant or spouse, post eligibility planning and post-death issues, including sale of an exempt home and dealing with filial responsibility. Prepare yourself now to guide your clients through what is often a very difficult time in their lives.