Advanced Medicaid Planning and Medicaid Appeals

This session will begin with the basics of straightforward Medicaid planning for spouses in first marriages with children in common. Then we’ll dive into real world problems and tackle: the thorny issues involved with Medicaid planning for second, third, and fourth marriages; considerations to the treatment of caregivers who are not spouses or children; issues with disinheriting spouses in favor of other relationships; and considerations to identifying and protecting client relationships which are not legally recognized.

For older adults and persons with disabilities, the reliance on governmental benefits may be the difference between remaining in the community with some level of autonomy vs. homelessness or institutionalization. This session will address the various public benefit programs that may be available to persons with disabilities and seniors residing in the community including AABD, SNAP, subsidized housing and other needs-based programs. In addition, we will consider the impact of special needs trusts on the eligibility for the various programs.

Explore the basics of Illinois Medicaid - the who, what, where, why - and how they fit in with the other three major government benefit programs. Some complex topics such as spend-down, redeterminations, and the Qualified Medicare Beneficiary Program will be discussed.