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ILLINOIS ELDERLAW 2017

• LEGAL • FINANCIAL • MEDICAID TODAY

ILLINOIS ELDERLAW 2017

...taught by Illinois Experts!

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Outline

• Illinois Medicaid Long-Term Care Regulations

• Medicaid Eligibility

• Planning Documents for the Elderly Client

• Medicare 2017 plus Medicare/Medicaid/Managed Care Updates

8:00 Registration, Sign-In, & Course Materials (Morning Coffee & Tea)

8:30 ILLINOIS MEDICAID LONG-TERM CARE REGULATIONS Helen Mesoloras• Eligibility Rules • Community Spouse Resource Assessment &• Exempt Assets Income Allowance • Transfers of Assets • Spend Down • Estate Recovery • Annuities • Protecting Assets • Exemptions for Protecting the Home for Disabled Child• Exempt OBRA Trusts & Other Special Needs Trusts• Appeals

10:30 Break

10:45 PLANNING DOCUMENTS FOR THE ELDERLY CLIENT Janna S. Dutton• Planning for Potential Disability Documents 1.0 Ethics - Health Care & Financial Decision-Making• Medicaid & Planning Documents - Special POA for Property - Trust Provisions - Land Trusts/Living Trusts & Medicaid Liens - Irrevocable Trusts & Medicaid Planning

11:45 Lunch (on your own)

12:45 PLANNING DOCUMENTS FOR THE ELDERLY CLIENT (CONTINUED) • • Estate Planning Documents Janna S. Dutton - Wills - Living Trusts - Transfer on Death Arrangements

1:45 Break

2:00 2017 MEDICARE COSTS Alicia Donegan Current Issues Affecting Medicare Beneficiaries - Observation Status Updates - Medicare, Medicaid, Managed Care Updates - QMB Balance Billing Issues

4:00 Evaluations, Adjournment, & Certificates

For locations and maps, go to www.pesi.com, find your event, and click on the seminar title.

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Take advantage of this opportunity to interact with these experienced presenters and your colleagues regarding I l l inois laws and regulations

Target Audience:Social Workers • Nursing Home Administrators • Nurses • Counselors • Admissions Directors Case Managers • Discharge Planners • Health Care Facilities • Financial/Business Office Managers Patient Care Coordinators • Psychologists • Professionals working with, caring for & advising the elderly & their families will greatly benefit from this intense one-day seminar.

DOWNERS GROVE, ILThursday, July 27, 2017

SCHAUMBURG, ILFriday, July 28, 2017

Earn 1.0 CE hours of Ethics!

FREECE

go.pesi.com/BESSELCE

A Bold New Paradigm For Healing Trauma

1 HOUR VIDEOBessel van der KolK

HURRY OFFER EXPIRES

J u n e 15, 2 017

SATISFACTION

DOWNERS GROVE, ILThursday, July 27, 2017

SCHAUMBURG, ILFriday, July 28, 2017

Objectives1. List criteria for Illinois Medicaid LTC eligibility.2. Discuss the use of trusts in planning for the

elderly and disabled.3. Explain healthcare and financial decision-making

documents.

4. Compare the differences between estate planning documents.

5. Identify current issues with observation status.6. Describe updates of Medicare/Medicaid

Managed Care.

Credits listed below are for full attendance at the live event only. Certificates of Completion are distributed at the conclusion of the live seminar for those who register prior to the event date and attend the full day. A letter of attendance will be issued to participants who register at the event, arrive late, or leave early. For those who registered day of (walk-ins), and are in full attendance, a certificate of completion for full CE credit will be sent within 30 days following the event. For those in partial attendance (arrived late or left early), an adjusted certificate of completion reflecting partial credit will be issued within 30 days (if your board allows). Please see “live seminar schedule” for full attendance start and end times. NOTE: Boards do not allow credit for breaks or lunch.

If your profession is not listed, please contact your licensing board to determine your continuing education requirements and check for reciprocal approval. For other credit inquiries not specified below, or questions on home study credit availability, please contact cepesi@pesi.com or 800-844-8260 before the event.

Information obtained in this course should be used within your scope of practice.

PESI, Inc. offers continuing education programs and products under the brand names PESI, PESI Healthcare, PESI Rehab and Psychotherapy Networker.

ETHICS: This seminar qualifies for 1.0 hours of state specific ethics instruction. If ethics is not specified within your licensing board’s approval statement below, please contact your board to determine the applicability and amount of ethics allowed.

COUNSELORS: This intermediate activity consists of 6.0 clock hours of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please save the course outline, the certificate of completion you receive from the activity and contact your state board or organization to determine specific filing requirements.

ILLINOIS COUNSELORS: This intermediate activity is approved for 6.0 clock hours of continuing education instruction. The State of Illinois, Department or Financial and Professional Regulation, Division of Professional Counselors and Clinical Professional Counselors recognizes courses and providers that are approved by the APA. A certificate of attendance will be awarded at the end of the program to counselors who complete the program evaluation, to submit to their state board.

NURSE/NURSE PRACTITIONERS/CLINICAL NURSE SPECIALISTS: This activity meets the criteria for a American Nurses Credentialing Center (ANCC) Activity PESI, Inc, is an approved provider by the American Psychological Association, which is recognized by the ANCC for behavioral health related activities. Full attendance is required; no partial credit will be awarded for partial attendance.

This activity qualifies for 6.0 contact hours.

NURSING HOME ADMINISTRATORS: This program has been submitted (but not yet approved) for 6.0 continuing education clock hours and 6.0 participant hours from NAB/NCERS. Call our customer service department at 1-800-843-7763 for further information.

PSYCHOLOGISTS: PESI, Inc. is approved by the American Psychological Association to sponsor continuing education for psychologists. PESI maintains responsibility for this program and its content. PESI is offering this activity for 6.0 hours of continuing education credit. Full attendance is required; no partial credits will be offered for partial attendance.

SOCIAL WORKERS: PESI, Inc. Provider #:1062, is approved as a provider for social work continuing education by the Association of Social Work Boards (ASWB), www.aswb.org through the Approved Continuing Education (ACE) Program. PESI, Inc. maintains responsibility for the program. ASWB Approval Period: January 27, 2017 - January 27, 2020. Social workers should contact their regulatory board to determine course approval for continuing education credits. Social workers participating in this course will receive 5.0 (Clinical) and 1.0 (Ethics) continuing education clock hours for completing this intermediate course. A certificate of attendance will be awarded at the end of the program to social workers who complete the program evaluation. No more than 6.0 total CE hours may be awarded for this activity.

ILLINOIS SOCIAL WORKERS: PESI, Inc is an approved provider with the State of Illinois, Department of Professional Regulation. License #: 159-000154. Full attendance at this course qualifies for 6.0 contact hours.

OTHER PROFESSIONS: This activity qualifies for 360 minutes of instructional content as required by many national, state and local licensing boards and professional organizations. Save your course outline and certificate of completion, and contact your own board or organization for specific requirements.

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How to Register:questions? Call 800-844-8260 or e-mail us at info@pesi.com.

uPlease complete entire form (to notify you of seminar changes): please print; staple duplicate forms.

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w Check tuition: TUITION WITH SEMINAR MANUAL

$199.99 – choose one of the options below: ■ per person for 2 or more preregistering together —OR—

■ single registration postmarked 3 weeks prior to seminar date

■ $219.99 standard

■ $16.99* Finding Your Ruby Slippers book (distributed at seminar—FREE SHIPPING!)

■ $19.99* Legal and Ethical Issues for Mental Health Clinicians book (distributed at seminar—FREE SHIPPING!)

*Attendees add applicable state and local taxes except in AK, DE, MT, NH, OR

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ILLINOIS ELDERLAW 2017

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■ DOWNERS GROVE, IL July 27, 2017 55262DWN DoubleTree Guest Suites Hotel 2111 Butterfield Rd (Rt. 56) • 60515 (630) 971-2000

■ SCHAUMBURG, IL July 28, 2017 55262SMB DoubleTree Hotel 800 National Parkway • 60173 (847) 605-9222

SAVE BY INCLUDING THESE PRODUCTS WITH SEMINAR REGISTRATION!

Comprehensive Resource Manual Included wit h Your Re gist rat ion!Illinois ElderLaw 2017, designed specifically for this seminar by Ms. Donegan, Ms. Dutton, and Ms. Mesoloras will be provided to each registrant.

Live Seminar Continuing Education Credit Information

IN-HOUSE Bring this or any training to you. Visit www.pesi.com/inhouse for more info.

If you provide services to geriatric populations, your organization faces a legal and regulatory maze. In order to understand the needs and concerns of patients and their families, and to provide appropriate services and referrals, you are expected to have a thorough understanding of common and complex issues related to paying for medical expenses and long-term care including Medicaid eligibility, Powers of Attorney for finances and healthcare, estate planning documents, Medicare 2017 updates, and more.

Ms. Mesoloras, Ms. Dutton, and Ms. Donegan will provide current information that is crucial to understanding the legal and financial issues which impact the everyday aspects of providing health care services. You will leave this seminar with more confidence in care planning and case management of your geriatric patients.

Hassle-Free Cancellation Policy: If you contact us before the event date, you can exchange for a certificate to attend another seminar, or receive a tuition refund less a $30 cancel fee. Substitutions are permitted at any time.

Speakers

ILLINOIS ELDERLAW

2017

Have a seminar idea? A manuscript to publish? The nation’s top speakers and authors contact us first. If you are interested in becoming a speaker, or have a new topic idea, please contact Sue Rogge at srogge@pesi.com or call (715) 855-5249.

CAN'T ATTEND THE SEMINAR?See below for individual product orders

*Shipping is $6.95 first item + $2.00 each add’l item.

**Residents add applicable state and local taxes except in AK, DE, MT, NH, OR

Product total $ __________ *Shipping __________ Subtotal __________ **Tax __________ TOTAL __________

___ Finding Your Ruby Slippers book* $16.99 (PUB084805 )

___ Legal and Ethical Issues for Mental Health Clinicians book* $19.99 (PUB084465)

ADA needs: We would be happy to accommodate your ADA needs; please call at least two weeks prior to the seminar date.

Walk-ins are welcome but admission cannot be guaranteed. Call M-F 7:00-6:00 Central Time for space availabil ity if registering within one week of seminar.

Tuition Options:$30 Tuition: If you are interested in being our registration coordinator for the day, go to: www.pesi.com/coord for availability and job description, or call our Customer Service Dept. at 800-844-8260.

Groups of 5 or more: Call 800-844-8260 for discounts.

Discounted Military Rate: PESI Inc. is proud to offer a $20 tuition discount on live seminar tuition for veterans and active duty military personnel. Advance registration by phone required.Discounted Student Rate: As part of its mission to serve educational needs, PESI, Inc. offers a reduced rate of 50% off standard tuition for students. Enclose a current student schedule with registration form. Go to www.pesi.com/students or call 800-844-8260 for details.Advance registration required.

Cannot be combined with other discounts.

Questions? Call Customer Service: 800-844-8260

Finding Your Ruby SlippersTransformative Life Lessons from the Therapist’s GuideBy Lisa Ferentz, LCSW-C, DAPAOvercome everyday obstacles, boost confidence, and end self-critical thoughts with simple life lessons from internationally recognized psychotherapist Lisa Ferentz. With more than 30 years of clinical experience, Lisa blends time-tested approaches and journaling space to help you look inside yourself for tools to embrace change, take healthy risks, and increase self-compassion to nurture your personal and professional growth.

JANNA S. DUTTON, JD, CELA, is the founder of Dutton Casey & Mesoloras, PC. She has been practicing in the area of estate planning, probate and elder law for more than 30 years. As a result, Janna has the knowledge and depth of experience to skillfully navigate through a diverse range of legal matters, including guardianship and financial exploitation matters, trusts and estate planning, Medicaid planning and applications and probate and estate administration. She is certified as an Elder Law attorney by the National Elder Law Foundation and has held that certification since 1995. Ms. Dutton is a member of the prestigious Council of Advanced Practitioners (CAP) of the National Academy of Elder Law Attorneys. Ms. Dutton completed her undergraduate education at Wheaton College and received her Juris Doctorate at DePaul University College of Law. Ms. Dutton has been named “Leading Lawyer” in elder law in Illinois and “A Top Woman Lawyer” by Leading Lawyer Network since 2011; she has held the recognition of “Top Lawyer in Illinois” since 2004, by Chicago Lawyer; been named an Illinois “Super Lawyer” since 2003, by Super Lawyers, a Thomson Reuters business; has been named one of the “Top Ten Elder Law Attorneys” since 2011, and top “Women Elder Law Attorney in Illinois” by the Leading Lawyers Network.Speaker Disclosure: Financial: Janna Dutton is a partner at Dutton & Casey, PC. She receives a speaking honorarium from PESI, Inc.Non-financial: Janna Dutton has no relevant non-financial relationships to disclose.

HELEN MESOLORAS, JD, concentrates her practice in elder law, with a focus on long term care planning, guardianships, probate and trust administrations, and estate planning at Dutton Casey & Mesoloras, PC. She represents clients in routine guardianship and probate matters, as well as more complex Medicaid and special needs planning cases. Helen enjoys working with clients and their families to develop and implement plans to achieve their goals, and guides her clients in every step of the plan.Attorney Mesoloras joined the firm in 2012, bringing with her 10 years of experience in the area of Elder Law. From 2005 through 2007, she served as vice-chair and then chair of the Chicago Bar Association’s Elder Law Committee. Helen is president of the National Academy of Elder Law Attorneys, Illinois Chapter.Ms. Mesoloras earned her Juris Doctor from DePaul University and her Bachelor of Arts, with honors, in Public Policy from DePaul University. She is a member of the Chicago and Illinois Bar associations and the National Academy of Elder Law Attorneys. She has written numerous articles on elder law topics for the Illinois Institute of Continuing Legal Education. Speaker Disclosure: Financial: Helen Mesoloras is an attorney for Dutton Casey & Mesoloras, PC.

Non-financial: Helen Mesoloras is a member of the Chicago and Illinois Bar Association.

ALICIA DONEGAN , is the healthcare choices coordinator at AgeOptions. As the Area Agency on Aging of suburban Cook County, AgeOptions advocates, plans, coordinates and funds services for older adults. AgeOptions, with a network of community-based senior service organizations, connects residents with vital services such as information and assistance, community dining programs and home-delivered meals, housekeeping help, and access to benefits and support for family caregivers. Ms. Donegan coordinates the Make Medicare Work (MMW) Coalition, a collaboration to promote access to affordable health care options in Illinois. MMW is led by AgeOptions, Health & Disability Advocates and Progress Center for Independent Living. The collaboration provides materials, training and technical assistance to professionals serving older adults and people with disabilities to enable them to help their clients’ access health care and prescription drug services and supports. She also provides counseling to consumers on Medicare, public benefits, and prescription assistance programs as a certified senior health insurance program counselor. Ms. Donegan started at AgeOptions as an Illinois Public Health Association AmeriCorps member. During her yearlong AmeriCorps term, she lead chronic disease self- management courses and provided case management services to older adults to help them achieve financial security. Alicia is a certified health education specialist and holds a Bachelor’s degree in Community Health Education from Illinois State University. Speaker Disclosure: Financial: Alicia Donegan receives compensation from AgeOptions. She receives a speaking honorarium from PESI, Inc.Non-financial: Alicia Donegan has no relevant non-financial relationship to disclose.

Legal and Ethical Issues for Mental Health CliniciansBest Practices for Avoiding Litigation, Complaints and MalpracticeBy Susan J. Lewis, Ph.D., J.D.This go-to resources goes beyond the what and why, focusing on how to protect you and your clients in an increasingly litigious society. Presented in easy-to-understand language to step you through the legalese, highlighted by 30 engaging case examples to illustrate how you can overcome legal and ethical challenges that arise in your practice. Topics include risk management, contracts, HIPP, privileged communication, licensing complaints, supervision pitfalls, rights of minors and technology.