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Wispact Update 2023

Product ID: CA3471D
Presented By: State Bar of Wisconsin PINNACLE

Co-produced with Wispact, Inc. and the Elder Law & Special Needs Section of the State Bar of Wiscosin

Emergency landing

The Families First Coronavirus Response Act required states claiming a temporary increase in the Federal Medical Assistance Percentage (FMAP) to continue Medicaid coverage for most enrollees through the COVID-19 public health emergency. But with the Consolidated Appropriations Act of 2023, the Medicaid continuous enrollment requirement will end March 31 and increased funding will phase down beginning April 1.1 That means the coverage requirement will stop before the COVID-19 pandemic national emergency and public health emergency declarations expire on May 11, 2023.2

Find out how to plan for the transition out of the public health emergencies, including the end of continuous enrollment, at Wispact Update 2023.

Read More ↓

Sponsored By

Interested in sponsoring this program? Find out more.

Select a Format

OnDemand seminar

Pricing

Member $269.00

Non-Member $349.00

Credits

7 CLE

Upon purchase, this OnDemand program is available to view for 90 days.

EPR credit is not available for OnDemand programs.

Quantity:
Maximum quantity must be less than or equal to 1.

Co-produced with Wispact, Inc. and the Elder Law & Special Needs Section of the State Bar of Wiscosin

Emergency landing

The Families First Coronavirus Response Act required states claiming a temporary increase in the Federal Medical Assistance Percentage (FMAP) to continue Medicaid coverage for most enrollees through the COVID-19 public health emergency. But with the Consolidated Appropriations Act of 2023, the Medicaid continuous enrollment requirement will end March 31 and increased funding will phase down beginning April 1.1 That means the coverage requirement will stop before the COVID-19 pandemic national emergency and public health emergency declarations expire on May 11, 2023.2

Find out how to plan for the transition out of the public health emergencies, including the end of continuous enrollment, at Wispact Update 2023.

Read More ↓

Sponsored By

Interested in sponsoring this program? Find out more.

Program Chairs:

Eric DeGroot
Wispact, Inc.
Madison

Ryan Long
Sturgul & Long, S.C.
Ashland

Presenters:

Lars Brown
Wisconsin Department of Health Services, Division of Medicaid Services
Madison

Roberta (Bobbi) K. Flowers
Stetson University College of Law
Gulfport, FL

Amy K. Greske
O'Neill Elder Law LLC
Hudson

Peter E. Grosskopf
Grosskopf Law Office LLC
Eau Claire

Mark D. Munson
Ruder Ware L.L.S.C.
Wausau

Heather B. Poster
Becker, Hickey & Poster, S.C.
Milwaukee

Henry L. Strong
JMW Settlements LLC
Washington, D.C.

Meghan M. Teigen
Johnson Teigen LLC
Fitchburg

8:30 a.m. : Welcome and Overview of Wispact

Kevin Hayde, Executive Director

8:40 am.  : Case Law Update

  • Recent regional and national cases involving Special Needs Trusts
  • Practice tips

Peter E. Grosskopf

9:20 a.m. : Structured Settlements, Annuities, and Trusts: What You Need to Know       

  • A glimpse into the upstream activities that shape a Structured Settlement
  • Review of the dynamics of settlement negotiations
  • Review of tax fundamentals and the value exchanged

Henry L. Strong

10:10 a.m. : Break

10:25 a.m.: Special Needs Planning for the High-Net-Worth Family

  • Tax impacts and considerations
  • Asset and creditor protection
  • SECURE Act 2.0

Mark D. Munson

11:25 p.m.: The End of the Public Health Emergency

  • Understanding the end of Medicaid continuous enrollment
  • Impacts and what’s to come

Lars Brown

12:15 p.m. : Lunch (on your own)

1:15 p.m.: Shifting Sands: The Changing Landscape of Public Benefits Planning

  • Ethics of divestment planning
  • Facility and housing issues
  • Family members as caregivers

Amy K. Greske, Ryan Long, Heather B. Poster, Meghan M. Teigen

2:45 p.m. : Break

3:00 p.m. : Mom Always Liked You Best: The Five “Cs” of Ethically Dealing with Families  

  • Ethical considerations when dealing with family members
  • Understanding and communicating the identity of the client and remembering that the client’s objections are paramount
  • Possible conflicts that may arise

Roberta (Bobbi) K. Flowers

4:15 p.m. : Program Concludes

  • Discuss potential impacts of the expiring public health emergency declaration
  • Receive modern planning advice from a geographically diverse panel
  • Understand the nuances of working with structured settlements
  • Review important considerations when planning for families with high net worth
  • Guardians ad Litem for adults
  • Estate planning lawyers
  • Elder law attorneys
  • Probate attorneys
  • Family lawyers

Book Bonus!

Advising Older Clients and Their Families Vol. II

Save 20% on either a 1-year subscription to the Books UnBound title or purchase of the print book.* Delve into Medicare and Medicaid, veterans’ benefits, guardianship and protective placement, and more with the foremost guide to elder law. Use discount code CA3471 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 12/31/24. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on purchase of libraries. Discount cannot be combined with any other offers.

Wisconsin Pooled & Community Trusts, Inc. (Wispact) provides for the special needs of persons with disabilities without endangering their eligibility for public benefits or placement on waiting lists. These benefits include entitlement programs such as Supplemental Security Income, Medical Assistance, Social Security Disability Insurance, and Medicare. The benefits also include home and community-based services, such as the Community Integration, Options, and Support Programs. Wispact, Inc., a Wisconsin nonprofit corporation, establishes and manages the trusts.

The Elder Law and Special Needs Section is offering five full scholarships available to section members. View scholarship requirements and the application here. The deadline to apply is Wednesday, April 12, 2023. Questions? Please contact Section Coordinator Kara Olson.

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