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Agenda

U.S. POSTAGE PAID

PERMIT NO. 2016


EAU CLAIRE, WI
NON-PROFIT
Pennsylvania Medicaid and

Pennsylvania Medicaid and Medicare Planning


Medicare Update S. George
Medicare Planning Update 2017

Harrisburg, PA - Wednesday, September 6, 2017


Medicare basics
Description
Medicare 2017 costs
Enrollment
Harrisburg, PA - Wednesday, September 6, 2017

Halfmoon Education Inc.

Altoona, WI 54720-0278
Medicare supplement
Pros and cons
Enrollment
Prescription drug plans (PDP)

PO Box 278
Options
Enrollment
Medicare Advantage
Pros and cons
Enrollment
Medicare hot topics / whats on the horizon

Update 2017
Medicaid for Long Term Care Update E. Spurlin
Medicaid basics
Benefits
Eligibility
Enrollment process
Appeal process
Learn about Medicare basics, Examine restrictions on Medicaid
Medicare supplements and planning and issues for the future
Medicaid Considerations for Long Term Care E. Spurlin, prescription drug plans
Planning, Financial Planning and Estate Planning
Spousal impoverishment rules
W. Blumer
Learning Objectives Explore benefits, eligibility and the
enrollment process for Medicaid for
Discuss Medicaid spousal
impoverishment and transfer of
asset rules
Transfer of asset rules
long term care Review Medicaid appeal process
Penalties and disqualification periods, transferee liability, exceptions
Youll be able to: as it relates to Medicaid for long
Asset protection: estate planning considerations
term care
Exempt or excluded assets Learn about Medicare basics, plan enrollment, options and current
Using trusts and advanced planning techniques issues. Continuing Education Credits

Restrictions on Medicaid Planning and the W. Blumer Consider the roles of Medicaid in long term care planning, financial Accountants Certified Financial Planners
Future Outlook planning and estate planning. 8.0 CPE Hours 8.0 CE Hours
Viability of asset transfers Explore benefits, eligibility and the enrollment process for Medicaid Attorneys
Use of trusts for long term care. 6.5 Pennsylvania CLE Hours
Use of annuities 8.0 New York CLE Hours
Examine restrictions on Medicaid planning and examine issues for the
Viability of Medicaid planning
future.
Third party liability
Home care issues Review Medicaid appeal process as it relates to Medicaid for long
term care.
Faculty Registration
Scott George is the president of Premier One Financial Company. He was born and raised in William R. Blumer is a shareholder in the Wyomissing law firm of Leisawitz Heller Abramowitch Pennsylvania Medicaid and Medicare Planning Update 2017
Lancaster County, Pennsylvania. Mr. George has been in the financial services business for Phillips, P.C. where he focuses on elder law, estate planning, fiduciary litigation and estate Harrisburg, PA - Wednesday, September 6, 2017
15 years. He founded Premier One Financial Company, an independent firm specializing in administration. He is certified in elder law by the National Elder Law Foundation. Mr. Blumer
Medicare insurance. As an independent agent, Mr. George is certified with many of the top currently chairs the Estate Planning and Elder Law section of the Berks County Bar Association
insurance companies which allows him to provide lots of options for his clients. and is a member of the Pennsylvania Bar Association and the Pennsylvania Association of Elder
How to Register Registrant Information
Name:
Law Attorneys. He is a past president of the Berks County Estate Planning Council. Mr. Blumer Online:
Erik D. Spurlin is an attorney with the Elder Law Firm of Robert Clofine in York, Pennsylvania. Company/Firm:
has a B.A. degree from Bucknell University. He received his J.D. degree from the Dickinson www.halfmoonseminars.org
His focus is on estate administration and long-term care planning. Mr. Spurlin is a graduate of Address:
School of Law and his LL.M degree in Taxation from the Villanova University School of Law.
Arizona State University, where he received his B.A. degree, summa cum laude, and M.A. degree, City: State: Zip
summa cum laude, in Political Science. He earned his J.D.degree, cum laude, from Temple Phone: Occupation:
University James D. Beasley School of Law, where he also received a LL.M. degree in Taxation, 715-835-5900
Email:
with distinction, and a Certificate in Estate Planning. Prior to joining the Elder Law Firm of
Phone:
Robert Clofine in 2014, Mr. Spurlin served as a law clerk to the York County Orphans Court and Fax:
as a former associate of a Lancaster County law firm. 715-835-6066 Additional Registrants:
Name:

Seminar Information Seventh Annual Advanced


Nonprofit Law Institute
Mail:
HalfMoon Education Inc.,
Occupation:
Email:
Red Lion Harrisburg Hershey Registration Continuing Education Credit Information Phone:
4751 Lindle Road 8:00 - 8:30 am PO Box 278, Altoona, WI
This seminar is open to the public and offers continuing Name:
Harrisburg, PA 17111 Morning Session 54720-0278
8:30 - 11:45 am education credits to accountants, attorneys, and certified CD/Manual Package $399
(717) 939-7841 financial planners. Occupation:
Lunch (on your own)
Recorded at our two-day conference in Phoenix, Complete the entire form. Attach Email:
11:45 am - 12:45 pm
This seminar offers accountants 8.0 intermediate-level CPE duplicates if necessary.
Tuition Afternoon Session
credit hours in the area of Specialized Knowledge. A basic AZ in January 2017, this CD/Manual Package Phone:
12:45 - 4:40 pm
$279 for individual registration understanding of Medicaid and Medicare is recommended, includes 12 hours of recorded presentations and
Email address is required for credit card receipt, program changes, and
$259 for three or more registrations. and no advance preparation is necessary. a 450-page manual. notification of upcoming seminars and products. Your email will not be sold
Each registration includes a complementary or transferred.
HalfMoon Education Inc. is registered with the National
continental breakfast and printed seminar manual. Association of State Boards of Accountancy (NASBA) as a
Youll be able to: Seventh Annual

Advanced ( ) I need special accommodations. Please contact me.


Receive a reduced tuition rate of $101 by registering to be sponsor of continuing professional education on the National Examine the latest Nonprofit Law
our on-site coordinator for the day. For availability and job Registry of CPE Sponsors. State boards of accountancy have legal developments Institute
description, please visit www.halfmoonseminars.org. final authority on the acceptance of individual courses for for tax-exempt
CPE credit. Complaints regarding registered sponsors may be
organizations.
Douglas K. Anning
Jonathan S. Blum
Travis F. Jackson
Tonde Lutterman
Tuition
How to Register submitted to the National Registry of CPE Sponsors through its John F. Crawford
Michael J. Engle
Edward F. Novak
Thomas J. Schenkelberg ( ) I will be attending the live seminar. Single Registrant - $279.00. Three or more
Visit us online at www.halfmoonseminars.org website: www.NASBARegistry.org. (Sponsor No. 103015) Identify IRS Virginia C. Gross
Julius W. Hobson, Jr.
William P. Sweeney

registrants from the same company registering at the same time - $259.00 each.
Mail-in or fax the attached form to 715-835-6066 The Pennsylvania CLE Board has approved this seminar for initiatives affecting
( ) I am not attending. Please send me the CD manual package for $289.00.
Call customer service at 715-835-5900 6.5 CLE hours for attorneys. tax-exempt
(S&H included. Please allow five weeks from seminar date for delivery)
Cancellations: Cancel at least 48 hours before the start of the HalfMoon Education has been certified by the NY State organizations.
seminar, and receive a full tuition refund, minus a $39 service CLE Board as an accredited provider of CLE programs. This Understand issues Checks: Make payable to HalfMoon Education Inc.
charge for each registrant. Cancellations within 48 hours will traditional format course offers 8.0 Areas of Professional
with donor-advised Credit Card: Mastercard, Visa, American Express, or Discover
receive a credit toward another seminar or the CD/manual Practice CLE hours suitable for new and experienced attorneys.
package. You may also send another person to take your place. funds, subsidiaries, and other affiliates. Credit Card Number:
HalfMoon Education Inc. is a CFP Board-registered continuing
education sponsor. The Certified Financial Planner Board of ... and more! Expiration Date: CVV2 Code:
Attendance will be monitored, and attendance certificates Standards, Inc. has granted 8.0 hours of continuing education Cardholder Name:
will be available after the seminar for most individuals who credit for the completion of this seminar.
complete the entire event. Attendance certificates not available Billing Address:
at the seminar will be mailed to participants within fifteen City: State: Zip:
business days. Cant Attend? Order the CD/Manual Package: Signature:
An audio recording of this seminar is available for $289 (including
shipping). Allow five weeks from the seminar date for delivery. Please Email:
refer to specific state licensing rules or certification requirements to
determine if this learning method is eligible for continuing education
credit.
2017 HEI #17 PAMDMRPU 9 6 HRBG EB