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MAINE ELDERLAW 2016

• LEGAL • FINANCIAL • MEDICAID TODAY

MAINE ELDERLAW 2016

...taught by Maine Experts!

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Register today at www.pesi.com

Outline

• Advance Directives & Consent Law• Guardianship• MaineCare Eligibility Estate recovery Strategies for obtaining eligibility The application process• Veteran’s benefits

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

8:30 ADVANCE DIRECTIVES .5 Ethics Patient Self-Determination Act Living Will/DNR bracelets POA/Health care & property Mental Health Directive

CONSENT LAWInformed/Medical consent Legal definitionExceptions Capacity

ADULT GUARDIANSHIP .5 EthicsTypes of interdiction When necessary, who can serve as a curatorBurden of proof/civil procedure * Provisional, temporary, preliminaryPowers/Duties of the curator & under-curator Limited interdiction Advantages & disadvantages of various government benefit programs

10:30 Break

10:45 MAINECARE ELIGIBILITY – THE BASICS Medical Eligibility for in-home care, residential care and nursing home care Financial Eligibility for in-home care, residential care and nursing home care Exemptions Transfer penalties Estate recovery 11:45 Lunch (on your own)

12:45 STRATEGIES FOR OBTAINING MAINECARE ELIGIBILITY Application process Strategies for married couples Spend down Exempt assets and transfers Spousal refusal Strategies for single individuals Exempt transfers Transfer penalty rules

1:45 LONG TERM CARE INSURANCE AS SOURCE OF PAYMENT FOR LONG TERM CARE COSTS

2:15 Break

2:30 VETERAN’S BENEFITS PLANNING Types of Veteran benefitsEligibility for monthly pension Pension Housebound Aid & Attendance

ASSET PROTECTION MEASURES Single applicant Married applicantProtection of the residenceProposed transfer penalty rules

4:00 Evaluations, Adjournment & Certificates

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Earn CE where you work! Bring this training & many others to your facility!

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Take advantage of this opportunity to interact with these experienced presenters and your colleagues regarding Maine 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.

PORTLAND, MEFriday November 4, 2016

PORTLAND, MEFriday November 4, 2016

Earn 1.0 CE hour of Ethics!

Your satisfaction is our goal — and our guarantee! If you are not satisfied with this seminar, we’ll make it right.

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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.

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

■ $29.99* Multicultural Counseling Workbook (distributed at seminar—FREE SHIPPING!)

■ $16.99* Daily Meditations for Healing and Happiness: 52 Card Deck (distributed at seminar—FREE SHIPPING!)

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■ PORTLAND, ME November 4, 2016 48349POT Seasons Event and Conference Center 155 Riverside Street • 04103 (207) 775-6536

SAVE BY INCLUDING THESE PRODUCTS WITH SEMINAR REGISTRATION!

Comprehensive Resource Manual Included wit h Your Re gist rat ion!Maine ElderLaw 2016, designed specifically for this seminar by Ms. Nelson-Reade, Ms. Frank, Ms. Geoffroy, 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 advanced directives and consent law, guardianship, the basics of MaineCare eligibility and strategies of obtaining MaineCare eligibility, long-term care insurance, Veterans’ benefits, and much more. Ms. Nelson-Reade, Ms. Frank, and Ms. Geoffroy 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.

Speakers

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.

MAINE ELDERLAW

2016

ATTORNEY PATRICIA NELSON-READE, has been practicing law in Maine for over 25 years. The Nelson-Reade Law Office PC was established in 1994. Attorney Nelson-Reade graduated summa cum laude, with a Bachelor of Science degree in nursing from the University of North Florida. She worked as a registered nurse for seven years before attending law school. Ms. Nelson-Reade graduated first in her class from the University of Maine School of Law in 1988, where she was editor-in-chief of the Maine Law Review. She is past co-chair of the Elder Law Section of the Maine Bar Association and is a member of the National Academy of Elder Law Attorneys, the Maine Estate Planning Council, and of the Special Needs Alliance. Attorney Nelson-Reade is one of the first attorneys in Maine to become a Certified Elder Law Attorney (CELA). To become a certified elder law attorney, the attorney needs to have extensive experience in elder law, should be recommendations by her peers, and pass a comprehensive exam. Ms. Nelson-Reade was selected by her peers for inclusion in “The Best Lawyers in America” for the past 10 years. She speaks regularly on elder law, estate planning and special needs planning, before the public, attorneys, accountants and other professionals. Ms. Nelson-Reade has also published articles on elder law and special needs planning.

JENNIFER L. FRANK, practices with the Nelson-Reade Law Office in Portland, Maine, where she focuses her practice on elder law, estate planning, and special needs planning. Prior to joining the firm in 2008, she was the managing attorney for a mass tort litigation firm where she practiced for 15 years. Ms. Frank received her Bachelor of Science degree from Boston University and her Juris Doctor from Golden Gate University School of Law. Ms. Frank is a member of the Elder Law Section of the Maine Bar Association and the National Academy of Elder Law Attorneys. She serves on the continuing legal education committee for the Maine Bar Association and is a planning committee member for the Elder Law and Estate Planning Institute – a two day seminar that occurs every five years. She speaks regularly in the community and for professional organizations regarding elder law and estate planning issues.

KATE GEOFFROY, dedicates her practice to elder law and estate planning, including guardianships, conservatorships, Medicaid planning, long term care planning and probate matters. Ms. Geoffroy has been practicing law in Maine for over 25 years. She joined the Nelson-Reade Law Office in 2003 and has qualified as a certified elder law attorney (CELA) by the National Elder Law Foundation. Attorney Geoffroy is one of only three CELAs in the state. She is a member of the Maine Bar Association, Elder Law Section, and the National Academy of Elder Law Attorneys. Ms. Geoffroy holds a BS degree in Biology from Yale University and a JD, cum laude, from Boston College Law School, where she was an editor of the Boston College Law Review. After graduating from law school, she clerked for Chief Justice Vincent McKusick of the Maine Supreme Judicial Court. Prior to joining the Nelson-Reade Law Office, Attorney Geoffroy was with Pierce Atwood, the largest law firm in Maine, for 14 years. She speaks regularly on elder law issues at professional conferences and community events.

Daily Meditations for Healing and Happiness: 52 Card DeckBy Mary Nurriestearns, MSW, LCSW, RYT

Transform your life with meditations for healing and happiness. This unique card deck gives you 52 simple meditations to connect you to the present moment, cultivate happiness, take loving care of your emotions, enhance your wellbeing, and develop gratitude. Select a card each day for a relaxing and renewing meditation.

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.

Objectives

1. Compare and contrast the different disability planning tools.

2. Define the powers and duties of a guardian.

3. Explain eligibility requirements for MaineCare.

4. Discuss strategies for obtaining MaineCare eligibility.

5. Summarize long-term care insurance as a source of payment for LTC costs.

6. Describe Veterans’ Aid and Attendance benefits.

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 __________

___ Multicultural Counseling Workbook* $29.99 (PUB084065)

___ Daily Meditations for Healing and Happiness: 52 Card Deck* $16.99 (PUB084265)

Multicultural Counseling Workbook: Exercises, Worksheets & Games to Build Rapport with Diverse ClientsBy Leslie Korn, PhD, MPH, LMHC, RPP, CB

Interactive, engaging and fun -- this workbook is filled with valuable exercises, worksheets, games and clinical strategies to help you become more culturally competent. Use this powerful tool to explore cultural communities, religion, spirituality, gender, sexuality and disability. You’ll find unique activities to help you reflect on your own attitudes, prejudices, and develop new skills for working with and building rapport with diverse clients.

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 comple-tion 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.

THIS ACTIVITY INCLUDES 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 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.

MAINE COUNSELORS: This intermediate activity is approved for 6.0 clock hours of continuing education instruction. The Maine Board of Counseling Licensure Professionals recognizes courses and providers that are approved by the APA, ASWB or NAADAC. A certificate of atten-dance will be awarded at the end of the program to counselors who complete the program evaluation, to submit to their state board.

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, 2014-January 27, 2017. 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 in participating in this intermediate course. A certificate of attendance will be awarded at the end of the program to social work-ers who complete the program evaluation.

CERTIFIED CASE MANAGERS: This course has been awarded 6.0 clock hours by the Commission for Case Manager Certification. Full attendance is required. Partial clock hours will not be awarded for partial attendance.

NURSING HOME ADMINISTRATORS: This program has been submit-ted (but not yet approved) for 6 continuing education clock hours and 6 participant hours from NAB/NCERS. Call our customer service department at 1-800-843-7763 for further information.

NURSES/NURSE PRACTITIONERS/CLINICAL NURSE SPECIALISTS: This activity meets the criteria for a formally approved American Nurs-es Credentialing Center (ANCC) Activity PESI, Inc, is an approved pro-vider 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.

OTHER PROFESSIONS: This seminar qualifies for 6.0 continuing education clock hours 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.