On May 7th, the Governor introduced to the Rhode Island House and Senate Finance Committees amendments to her proposed budget. Titled “The Reinventing Medicaid Act of 2015”, this legislation contains twenty sections. This post will focus on one of these–Section 6–which seeks to directly affect the limited opportunities for middle-class Rhode Islanders requiring Medicaid long-term […]
Category: Medicaid & Medicare

Announcing the Long Term Care Planning Blog
Counseling clients facing the prospect of $10,000 per month nursing home costs and other costs of long term care is perhaps the most challenging aspect of the practice of Elder Law. For in addition to knowing substantive law in areas ranging from public benefits to tax planning, the Elder Law practitioner must be aware of […]

Legal and Financial Considerations of Alzheimer’s Disease – Presentation Slides from the Getting Started Education Series
It’s my privilege to be a regular presenter for the Alzheimer’s Association’s Getting Started education series, a set of free workshops held regularly throughout Rhode Island. Over the years I’ve presented Part 3, “Legal and Financial Considerations of Alzheimer’s Disease“, several times, and I thought readers might find my slides useful. The presentation slides are […]

ALS Research Symposium – Presentation on Estate Planning & Public Benefits for Individuals with ALS
Last Sunday, October 19th I was pleased to present at the ALS Research Symposium of the ALS Association, Rhode Island Chapter. The topic of this presentation was Estate Planning & Public Benefits for Individuals with ALS. As promised on that day, I am now sharing my presentation slides (embedded below). If you have more specific questions on […]

Providence Retired Teachers Association Presentation
On October 15th I was privileged to present to a meeting of Providence Retired Teachers Association on the topic of Estate and Medicaid Planning. As Tony Mancini, the long-time President of the Association noted in his introduction, this was my fifth appearance before the PRTA, the first of which was in 2003. As promised during the […]

The Lady-Bird deed flies away, not to be missed by most Medicaid planning clients.
In the all the breathless hype over the past weeks regarding the demise of enhanced life estate—or so-called “Lady Bird”—deeds was lost a critical fact—that this technique was rarely the best option in Medicaid planning anyway. First, the story known to some readers. After an unsuccessful attempt last year, this year the State agency which […]

CMS Updates Medicare Policy Manuals for Skilled Nursing Services
In a previous blog post, I alerted you to the settlement of a federal lawsuit entitled Jimmo v. Sebellius, in which the Center for Medicare and Medicaid Services (CMS) denied that there ever existed a so-called “improvement standard” for the coverage of nursing home under Medicare. Rather, CMS agreed that such coverage would be determined […]

Rhode Island Alzheimer’s Association Presentation
Last Thursday, October 3rd, I participated in the Rhode Island Alzheimer’s Association’s Getting Started Education Series, presenting on the topic of legal and financial considerations of Alzheimer’s disease. As I promised during the presentation, I am now posting a copy of my presentation slides (below). If you have more specific questions, or are in need of legal […]

NEGAS Presentation Slides
As promised, I am sharing the PowerPoint slides from my recent presentation to the NEGAS group on Medicaid & Medicaid Planning. NEGAS Presentation (06.19) from Mark Heffner