Seminars

Upcoming Seminars

Medicaid Eligibility for Nursing Home Residents
Update on 2016 Conversion & Miller Trusts

Last August 1, 2016, The Ohio Medicaid program had major changes to all eligibility rules. We have had one year of experience with these changes. This presentation will review all the new rules, problems that have arisen and experience our office has had with their interpretation and implementation. There will also be a complete review of all topics listed below as well as other new developments this last year.

Wednesday, August 30, 2017 @ 8:45 AM – 12:00 PM

This seminar will focus on Medicaid eligibility from the point of view of the nursing facility. It will not focus on planning techniques to preserve assets and achieve Medicaid eligibility. The objective is to provide information, tips and relate the experience of Michael J. Millonig to assist nursing homes in avoiding problems with Medicaid applications.

Medicaid Eligibility For Nursing Home Residents

▸ Review of all new changes resulting from Ohio’s conversion to an SSI/1634 State
▸ Review all new resource eligibility rules
▸ Miller Trusts (aka Qualified Income Trusts)
▸ Retroactivity problems related to Miller Trusts
▸ Possible loss of eligibility for Medicaid recipients in Medicaid spend down group
▸ Miller Trusts for AL Waiver residents
▸ Changes to rules with Revocable Living Trusts
▸ Review of basic Medicaid Eligibility rules for nursing home vendor payments
▸ Common Problems causing ineligibility & how to avoid them
▸ Medicaid Transfer rule
▸ Explaining the Transfer rule to residents to avoid creating problems
▸ Undue hardship rule & provision for nursing homes to apply for resident
▸ Rule governing nursing home contract entrance fees
▸ Other important Medicaid rules: annuities, home equity, life estates
▸ Community Spouse Resource Allowance provisions and spend down rules
▸ Assisted Living rules for Medicaid
▸ Problems with income eligibility for AL Waiver residents; and solutions
▸ Retroactive eligibility
▸ Practical tips on processing applications and dealing with caseworkers
▸ Avoiding problems in the spend down process

This seminar has been approved for CE credit by:
1) the State of Ohio Counselor and Social Worker Board.
2) the Ohio Board of Nursing also recognizes Social Worker CEU’s if relevant to area of practice

Reservations must be made in advance with payment. Please contact Julie for more information: jacmmlaw@swohio.twcbc.com

 

Protecting Your Estate from Nursing Home Costs:

seminar by Michael J. Millonig, Attorney At Law, Certified as an Elder Law Attorney by the National Elder Law Foundation, Ohio State Bar Association Board Certified Estate Planning, Trust and Probate Specialist.

Upcoming Locations

Tuesday, May 2, 2017 from 1:00 p.m. to 2:30 p.m. @ Vandalia Senior Citizens Center. Please call for reservations: (937) 898-1232.

Saturday, May 13, 2017 from 10:30 a.m. to 12:00 p.m. @ Washington-Centerville Public Library. Please call for reservations: (937) 433-8091.

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If your group or organization needs a speaker for a program, meeting or other event, Michael Millonig is available to speak on any area related to elder law, estate planning, probate, or trust law. The most popular seminars include:

Protecting Your Estate From Nursing Home Costs

Discusses insurance for nursing home care, asset preservation strategies, Medicaid eligibility, Medicaid Trusts and risks of gifting to children.

Estate Planning & Elder Law: An Overview

Discusses Wills, Trusts, Probate, Avoiding Probate, Estate Tax, Powers of Attorney, Health Care Powers of Attorney and Living Wills.

Using Trusts in Estate Planning

Presents an overview of the basic concepts, terminology and legal principles of Trusts. Discusses the “Revocable Living Trust” used to avoid Probate. Other trusts discussed include those used to reduce or avoid Federal & Ohio estate tax, Life Insurance Trusts and Trusts for Second Marriages.

Estate Planning for Funerals & Burial

This is a consumer oriented seminar; not about selling prepaid funeral plans. All the different options for various types of funeral arrangements will be presented with an emphasis on how to save money in this process. I will also present information on the Ohio law governing who has the right to make funeral decisions for the deceased and the legal document that you can sign to state your wishes and appoint a person under Ohio law to make all your funeral and burial arrangements.

Asset Protection & Offshore Trusts

Presents legal methods to protect your assets from the risks of future litigation, government expropriation and other threats. Some of the topics presented include Limited Liability Companies, Family Limited Partnerships, State law exemptions for assets, Domestic and Foreign Asset Protection Trusts, and U.S. income, estate and gift tax consequences of Asset Protection Trusts.

Advanced Estate Tax Planning for Estates over Five Million Dollars

The focus of this seminar is on strategies to reduce federal estate tax which imposes a tax at rates of almost 50%. Topics covered include Trusts, Family Limited Partnerships, Dynasty Trusts, A-B Trusts, Life Insurance Trusts, Revocable Trusts to Avoid Probate, Business Succession Planning and tax-free gifts.
NOTE: Educational materials are provided at all seminars. These are not sales-oriented seminars and there will be no forms, packages or other materials offered for sale.