Elder Law

4.14

Medicaid Estate Recovery Claims in Case Studies

Credits Available
Credit Status Total
Colorado CLE Approved 4 Total
Idaho CLE Upon Request 3 Total
Minnesota CLE Approved 3 Total
Montana CLE Upon Request 3 Total
North Dakota CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Rhode Island CLE Upon Request 3.5 Total
Washington CLE Approved 3 Total
OnDemand
2 hours 56 minutes
Ethan Welch
George Aljoe
With Ethan A. Welch from Hickman Lowder Lidrbauch & Welch Co., L.P.A. + 1 other
Recorded December 08, 2023
Product ID 97754

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Overview

What Executors, Claimants, Beneficiaries, and Care Providers Need to Know

After decades of being mostly optional, Medicaid estate recovery is gaining steam. Spurred by the recent pandemic, states around the country are expanding their efforts to recover care expenses during and after the recipients' death. This focused course sums up recovery rights and claim and appeal procedures, as well as review likely current scenarios. Whether you're involved in estate administration or Medicaid planning, this information is invaluable to your practice. Register today!

  • Clarify who and what are subject to estate recovery.
  • Walk through the recovery claim and payment process.
  • Explore procedural options for contesting the claim.
  • Hear experienced practitioners weigh in on specific claim examples.

Abbreviated Agenda

  1. Medicaid Estate Recovery Rights: Federal and State
  2. How are Claims Made and Paid?
  3. Deferrals, Exemptions, and Hardship Waivers
  4. Contesting the Claim: Judicial Review and Appeals Process
  5. Case Study 1: Medicaid Recipient Went into the Nursing Home During the COVID Public Emergency Period and Incorrectly Self-Attested Eligibility
  6. Case Study 2: There's a Special Needs Trust and and/or an ABLE Account

Related Topics

Product ID 97754

Credit Details

Credits Available
Credit Status Total
Colorado CLE Approved 4 Total
Idaho CLE Upon Request 3 Total
Minnesota CLE Approved 3 Total
Montana CLE Upon Request 3 Total
North Dakota CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Rhode Island CLE Upon Request 3.5 Total
Washington CLE Approved 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Medicaid Estate Recovery Rights: Federal and State

    1. What Expenses/Services are Subject to Recovery
    2. What Assets are Subject to Recovery
    3. What Persons are Subject to Recovery
    4. Expanded Estate Recovery and Liens

  2. How are Claims Made and Paid?

    1. Claims Against the Estate, Priority of Medicaid Claim vs. Other Creditors
    2. Transfer by Affidavit
    3. Lien

  3. Deferrals, Exemptions, and Hardship Waivers

  4. Contesting the Claim: Judicial Review and Appeals Process

  5. Case Study 1: Medicaid Recipient Went into the Nursing Home During the COVID Public Emergency Period and Incorrectly Self-Attested Eligibility

  6. Case Study 2: There's a Special Needs Trust and and/or an ABLE Account

Who Should Attend

This legal course is designed for attorneys. Accountants, personal representatives, care providers, geriatric care managers, and paralegals may also benefit.

Speakers

Ethan A Welch
Ethan A.
Welch
Hickman Lowder Lidrbauch & Welch Co., L.P.A.
George O Aljoe
George O.
Aljoe
Hickman Lowder Lidrbauch & Welch Co., L.P.A.
Speaker bio
Ethan A Welch

Ethan A. Welch

Hickman Lowder Lidrbauch & Welch Co., L.P.A.
Ethan Welch

is an attorney with Hickman Lowder Lidrbauch & Welch Co., L.P.A., where he practices in the areas of elder law, special needs planning, estate planning, Medicaid planning, guardianship, and probate. Mr. Welch graduated, magna cum laude, from Bowling Green State University; and earned his J.D. degree from Ohio Northern University. He is a member of The National Academy of Elder Law Attorneys (NAELA), the Ohio State Bar Association, and the Cleveland Metropolitan Bar Association.

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Speaker bio
George O Aljoe

George O. Aljoe

Hickman Lowder Lidrbauch & Welch Co., L.P.A.
George Aljoe

is an attorney with Hickman Lowder Lidrbauch & Welch Co., L.P.A., where he concentrates his practice on elder law, particularly Medicaid planning. He also focuses on asset protection, estate planning, and probate. His extensive knowledge of long-term care planning and Medicaid planning provides his clients with insight into how to meet their goals and protect their legacy. Mr. Aljoe earned his B.A. degree from Ohio University and his J.D. degree from the University of Akron School of Law. He is a member of the Stark County Bar Association Elder Law Committee, Akron Bar Association and the Ohio State Bar Association.

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