John V. Cattie
Cattie & Gonzalez PLLC
Charlotte, NC
Amy R. Devine
Haskin Main & Devine LLC
Wausau
Dean R. Dietrich
Weld Riley S.C.
Monona
Avery J. Mayne
von Briesen & Roper S.C.
Milwaukee
Heather S. Sanderson
Sanderson Firm PLLC
Bradenton, FL
Benjamin S. Wright
Wright Elder Law
New Richmond
8:30a.m. Section 111
- Overview of Section 111
- Understand the purpose of reporting to ensure compliance with the Medicare Secondary Payer (MSP) statute
- Learn who must report, as this applies to GHPs and NGHPs, including liability, no-fault, and workers' compensation insurers
- Understand the penalties for non-compliance
- Evaluate recent enforcement trends including how penalties will be imposed
Heather Sanderson
9:20a.m. Medicare in Practice
- Learn how Medicare impacts the practice areas of estate planning, elder law, personal injury, and worker’s compensation
- Answer the most common Medicare-related questions and issues in estate planning & elder law, such as the “100 days” of nursing home coverage and eligibility before age 65 due to disability
- Answer the most common Medicare-related questions and issues in personal injury and worker’s compensation, such as Medicare Set-Asides and Medicare Secondary Payer liens
Moderator: Benjamin Wright
Panelists: John Cattie, Avery Mayne
10:35 a.m. Break
10:50 a.m. Special Needs and Medicaid
- Understanding the differences between Medicare and Medicaid in the context of having a disability and income or asset limits
- Review of Medicaid programs in Wisconsin and potential changes to those programs with recent federal legislation
- How to protect public benefits with a special needs trust or ABLE account
- Using a special needs trust and/or ABLE accounts to protect public benefits as part of estate planning
Amy Devine
11:40a.m. The Ethics of Client Representation in Medicare/Medicaid Representation
- The frequency of communicating with your client about the status of a claim for benefits
- The nature and scope of information to be provided to your client
- Communicating with the client with limited cognitive capabilities
Dean R. Dietrich
12:30p.m. Program Concludes
- Avoid reporting penalties by understanding Section 111 compliance requirements
- Safeguard client eligibility for critical benefits through tailored planning strategies
- Strengthen your approach to handling Medicare Set-Asides and Medicare Secondary Payer liens in personal injury and worker’s compensation cases
- Deliver practical, up-to-date advice on Wisconsin Medicaid programs to clients and families
- Apply ethical best practices for counseling and communicating with vulnerable clients
- Elder and special needs law attorneys
- Health lawyers
- Estate planning lawyers
- Personal injury lawyers
- Worker’s compensation lawyers
- Government lawyers
- Senior lawyers
- Paralegals
Book Bonus!
Advising Older Clients and Their Families Vol. II
Save 15% on Advising Older Clients and Their Families Vol. II.* Inside, find clear guidance on elder law essentials, including health care benefits, long-term care programs, guardianship, protective placement, and more. Use discount code CA3881 when you order online or by calling (800) 728-7788.
*Discount applies to both print and digital Books UnBound editions of this title and cannot be applied to previous purchases. Offer valid through 12/31/26. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on the purchase of libraries. Discount cannot be combined with any other offers.