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Presenter: Terry Berthelot, MSW, JD and 1 more

Seminar Date:

Seminar Location: North Haven, CT

Best Western Plus North Haven
201 Washington Avenue
North Haven, CT 06473
Phone: 203-239-6700

This seminar is closed or full.


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 Update 
T. Berthelot

   Medicare basics
   Long-term care problem
   Part B enrollment
   Medicare Advantage

Important Developments in Health Care,  
Long Term Care, and Payment Schemes
G Bickford

   Deficit Reduction Act regulations
   Annuities: Update
   Application and submission rules

Medicaid: Long-Term Care Planning, Estate Planning  
and Asset Transfers 
G Bickford

   History of Connecticut Medicaid program
   Eligibility criteria
   Covered services
   Spousal impoverishment rules
   Transfer of asset rules
   Penalties and disqualification periods, transferee liability, exceptions

Financial Planning for the Elderly and Disabled 
G. Bickford

   Asset protection: estate planning considerations
   Exempt or excluded assets
   Using trusts and advanced planning techniques
   New legislative changes and potential problems

New and Expanded Restrictions on Medicaid Planning 
G. Bickford

   Viability of asset transfers
   Use of trusts
   Use of annuities
   Viability of Medicaid planning

Looking Ahead: What’s Visible on the Horizon? 
G. Bickford

   Third party liability
   Home care issues
   Retroactive eligibility for home care

Credit Information:

Who Should Attend

  • Accountants/CPAs
  • Attorneys
  • Certified Financial Planners

     6.5 Connecticut CLE Hours 
     6.5 New Hampshire CLE Hours
     8.0 New Jersey CLE Hours
     8.0 New York CLE Hours
     6.5 Vermont CLE Hours

     8.0 CPE Hours

Certified Financial Planners
     8.0 Continuing Ed. Hours

Continuing Education Credit Information

This course is open to the public. This intermediate level, group live course offers 8.0 CPE hours in the field of administrative practice. A basic understanding of Medicaid and Medicare is recommended, and no advance preparation is necessary.

HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. Sponsor No. 103015.

This event offers Connecticut attorneys 6.5 CLE hours. HalfMoon Education is a New York-approved provider of CLE. This traditional format, Areas of Professional Practice seminar, offers 8.0 CLE hours to new and experienced attorneys. HalfMoon Education is approved as a CLE provider in Vermont, and this course qualifies for 6.5 CLE hours. This course offers 6.5 CLE hours to New Hampshire attorneys. Course approval is not required in New Hampshire. HalfMoon Education Inc. is a New Jersey CLE Service Provider (No. 164), and this course offers 8.0 CLE hours to New Jersey attorneys.

HalfMoon Education Inc. is a CFP Board-Registered continuing education Sponsor. The Certified Financial Planner Board of Standards, Inc. has granted 8.0 credits of continuing education credit for the completion of this seminar.

Attendance will be monitored, and attendance certificates will be available after the seminar for most individuals who complete the entire event. Attendance certificates not available at the seminar will be mailed to participants within fifteen business days.


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.

Tuition Costs:

Standard Tuition: $299.00
Online Tuition (pre-registration): $299.00
Group Prices
3 or more people each: $279.00

Each registration includes one copy of a manual prepared by the seminar speakers.