This audio recording is approximately 7 hours in length and is available for $269. Please refer to specific state licensing rules or certification requirements to determine if this learning method is eligible for continuing education credit.
How to Use
Streamable/downloadable self-study formats are available approximately 5 weeks after the date of the live event. Please allow up to 4 hours to download the audio file. This time varies greatly depending on internet speed.
The streamable MP4 video self-study package includes a video recording of the presentation as well as a PDF of the manual that was given to attendees. The manual contains written materials prepared by the seminar speaker(s).
You will be required to complete a follow-up quiz with 80% or greater accuracy (multiple attempts allowed) at the conclusion of the presentation if you wish to obtain a certificate of completion for the program. The acceptance of self-administered continuing education activities vary widely between states and professions. Before undertaking any self-study effort, you should review the rules of your licensing/certifying entity.
The downloadable self-study package includes an MP3 format audio recording of a live seminar and a PDF of the manual that was distributed at the seminar. You will be required to download both the audio recording and the manual. The manual contains written materials prepared by the seminar speaker(s).
The audio file contains embedded number codes, which you are required to document and return to HalfMoon if you wish to obtain a certificate of completion for the program. The acceptance of self-administered continuing education activities vary widely between states and professions. Before undertaking any self-study effort, you should review the rules of your licensing/certifying entity.
HalfMoon Education guarantees its products. The self-study products are recorded from a live seminar and there are circumstances where an audio recording is not available. HalfMoon will contact you and issue a full refund if the product you ordered is not available. If you are not happy with a product you receive, you can return the product for a full refund. However, refunds will not be issued if completion certificates are requested.
Registration: 8:00 - 8:30 am
Morning Session: 8:30 - 11:45 am
Lunch (On your own): 11:45 am - 12:45 pm
Afternoon Session: 12:45 - 4:40 pm
Medicare: The Good, the Bad, and the Ugly
Important Developments in Health Care,
Long Term Care, and Payment Schemes
Deficit Reduction Act regulations
Application and submission rules
Medicaid: Long-Term Care Planning,
Estate Planning and Asset Transfers
History of Connecticut Medicaid program
Spousal impoverishment rules
Transfer of asset rules
Penalties and disqualification periods,
transferee liability, exceptions
Financial Planning for the Elderly and Disabled
Asset protection: estate planning considerations
Exempt or excluded assets
Using trucks and advanced planning techniques
New legislative changes and potential problems
New and Expanded Restrictions on Medicaid Planning
Viability of asset transfers
Use of trusts
Use of annuities
Viability of Medicaid planning
Looking Ahead: What’s Visible on the Horizon?
Third party liability
Home care issues
Retroactive eligibility for home care
Terry Berthelot, MSW, JD
University of Connecticut, Storrs-Mansfield, CT
Ms. Berthelot is an assistant professor in residence of Human Development and Family Studies at the University of Connecticut. She is also the director of the Aging Research Interest Group. Her research and advocacy is primarily about access to healthcare for people who are over 65 and for people with disabilities. She earned her Masters degree in social work from Syracuse University, after which she designed, implemented, and then coordinated a Joint Commission accredited hospice program in the Mississippi delta. Finding herself fascinated by the legal and ethical questions surrounding death and dying, Ms. Berthelot pursued her law degree at the University of Mississippi. After graduating, cum laude, Ms. Berthelot joined the Center for Medicare Advocacy, a national not-for-profit law firm. As a senior attorney, Ms. Berthelot oversaw the Center’s advocacy efforts. She also provided legal advice and representation to Medicare beneficiaries unfairly denied Medicare coverage or access to healthcare, wrote articles for national publications, produced educational materials, engaged in educational outreach activities with a particular focus on the Medicare hospice benefit, was a contributing author to the Medicare Handbook, and served as co-counsel for federal class action lawsuits challenging improper Medicare policies. Also while with the Center, Ms. Berthelot was the lead Medicare trainer for Connecticut’s State Health Insurance Assistance Program and for Connecticut’s Medicare Senior Patrol. Ms. Berthelot is a former chair of the steering committee for the National Academy of Elder Law Attorneys’ Health Care Section and she is the former Connecticut liaison for National Healthcare Decisions Day. She is currently a member of the Mansfield Town Council.
George B. Bickford
Law Offices of George B. Bickford, East Granby, CT
Mr. Bickford is a graduate of Harvard College and the University of Connecticut School of Law. From 1974 through 1981 he was employed by Neighborhood Legal Services, Inc. During his last three years there he was director of the Senior Citizens Law Project covering North Central Connecticut. From January 1982 through October 1992 Mr. Bickford was a partner in the firm of Weed & Bickford (formerly Weed, Kerrigan & Bickford), engaged in the general practice of law. On November 1, 1992 he opened the Law Offices of George B. Bickford as a sole practitioner in East Granby, Connecticut and, as of July 1, 2009, the firm is known as the Law Offices of George B. Bickford, LLC. The office consists of two attorneys and a highly trained paralegal staff concentrating in elder law issues. For many years Mr. Bickford has been a guest speaker before bar, medical, social service and public groups on the topics of Social Security, Medicaid and estate planning for the elderly with long-term medical needs, the area in which he currently limits his practice. Mr. Bickford was a member of the Board of Directors of the Alzheimers Association Connecticut Chapter for many years, and he continues to provide them counsel and assistance. He is also a member of the National Academy of Elder Law Attorneys and the Executive Committee of the Elder Law Section of the Connecticut Bar Association.